The Charles Schwab Corporation (CSC) is a financial holding company. Through its subsidiaries, the Company engages in securities brokerage, banking and related financial services. CSC provides financial services to individuals and institutional clients through three segments: Schwab... more

SEI Investments Company is a provider of asset management services, investment processing and investment operations solutions. The Company's outsourcing solutions help corporations, financial institutions, financial advisors and families create and manage wealth. Its products and services... more

Credit Suisse High Yield Bond Fund (the Fund) is a non-diversified, closed-end management investment company. The Fund's primary objective is to seek high current income. The Fund invests primarily in below investment-grade United States fixed-income securities. The Fund’s investment... more

PIMCO, founded in 1971, is a global investment management firm serving a wide range of institutional and retail investors worldwide. With offices in nine countries in North America, Europe and Asia, we manage investments across a broad spectrum of global financial markets. Our success is... more

State Street Corporation is a financial holding company. The Company, through its subsidiaries, including its banking subsidiary, State Street Bank and Trust Company, State Street Corporation, provides a range of products and services for institutional investors globally. The Company... more

BlackRock, Inc. (BlackRock) operates as an investment management firm in the United States. As of December 31, 2007, the Company had $1.357 trillion of assets under management (AUM). BlackRock provides diversified investment management services to institutional clients and to individual... more

In its early years, Wilshire Associates was an innovator in applying computing technology to investment concepts. Wilshire created the first asset/liability model for pension funds in the 1970s, 10 years before actuarial and accounting firms began to adopt this technology. We were among... more

Mellon Ventures, Inc., an affiliate of Mellon Financial Corporation, makes equity-related investments of between $3 million and $25 million in rapidly growing operating companies. With offices in Atlanta, Los Angeles, New York, and Pittsburgh, Mellon Ventures, Inc. invests at all stages... more

Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives.

Invesco Ltd. (Invesco) is an independent global investment management company. The Company’s worldwide investment management capabilities include AIM, Atlantic Trust, Invesco, Perpetual, PowerShares, Trimark and WL Ross. Invesco provides an array of enduring solutions for retail,... more

Merriman Curhan Ford Group, Inc., formerly MCF Corporation, a financial services holding company that provides investment research, capital markets services, corporate and executive services, investment banking, venture services, asset management and primary research through its operating... more

Franklin Templeton Investments provides global and domestic investment management solutions managed by its Franklin, Templeton, Mutual Series and Fiduciary Trust investment teams.

Federated Investors, Inc. (Federated), together with its consolidated subsidiaries, is a provider of investment management products and related financial services. The Company sponsors, markets and provides investment-related services to various investment products, including mutual funds... more

Alliance Capital Management L.P. (www.alliancecapital.com; NYSE: AC) is a leading global investment management firm founded in 1962 as the investment management subsidiary of the research boutique Donaldson, Lufkin & Jenrette. In 1985 Alliance Capital was acquired by The Equitable (now... more

State Street Global Advisors, the investment management arm of State Street Corporation, delivers investment strategies and integrated solutions to clients worldwide across every asset class, investment approach and style. With $1.9 trillion in assets under management as of June 30, 2007,... more

Laurus is also committed to cost-effective servicing. We provide rapid access to financing. We have developed a thorough yet expeditious funding process, which allows the companies in which we invest to maintain focus on day-to-day operations. Our processes and teams are geared to deliver... more

Diversified Investment Advisors is a national investment advisory firm specializing in retirement plans.

Oppenheimer is a Minneapolis-based law firm dedicated to providing exceptional counsel to clients in the financial services, health care, medical device, manufacturing, and technology industries. It has one of the most experienced and diverse practices in the Upper Midwest and is... more

Ariel Investments, LLC is a Chicago-based money management firm that serves individual investors and 401(k) plans through its no-load mutual funds and also manages separate accounts for institutional clients. Throughout its 25-year history, patience has served as the bedrock of Ariel's... more

OppenheimerFunds, Inc. is one of the nation's largest and most respected investment management companies. At September 30, 2008, OppenheimerFunds, Inc., including subsidiaries and controlled affiliates, managed more than $195 billion in assets, including mutual funds having more than 6... more

AllianceBernstein Income Fund Inc. (the Fund), formerly known as ACM Income Fund Inc., is a diversified closed-end management investment company. The Fund's investment objective is to provide high current income consistent with the preservation of capital. The Fund normally invests at... more

Founded in 1971, The TCW Group develops and manages a broad range of innovative, value-added investment products that strive to enhance and protect clients' wealth. The firm has approximately $130 billion in assets under management. TCW clients include many of the largest corporate and... more

Seidler Equity Partners is a private equity investment firm that partners with visionary executives to grow their businesses. Our firm was founded on the principle that uniting a long-term investor partner with an experienced management team creates the greatest company and shareholder... more

Dimensional Fund Advisors manages mutual funds for long-term investors. One of the cornerstones of our approach is a client base committed to their investments through all market cycles, both good and bad. Buy-and-hold investors enable us to keep turnover and transaction costs low, which... more

Fisher Investments oversees financial assets for prominent institutions and affluent individuals. We take an active approach to portfolio management and believe capital markets are effective discounters of publicly available information. Fisher Investments features a high level of... more

Founded in 1953, First Albany Companies Inc. is a leading institutionally focused independent investment bank and asset management firm. Through its Taxable Fixed-Income, Municipal and Equity Capital Markets Divisions, the firm focuses on serving the institutional market, the growing... more

AssetMark Investment Services, Inc. is an investment management and consulting firm dedicated to helping Investment Advisors take their businesses to the next level of profitability and growth. AssetMark provides one of the most comprehensive fee-based investment management platforms in... more

GMO, founded in 1977, is a privately held global investment management firm servicing clients in the corporate, public, endowment, and foundation marketplaces. As of December 31, 2007, we managed $152 billion* in client assets using a blend of traditional judgments with innovative... more

GSC Acquisition Company is a blank check company formed for the purpose of acquiring, through a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or other similar business combination, one or more businesses or assets, which it refers to as its initial... more

PIMCO Advisors is one of the largest investment management companies in the United States with more than $256 billion of assets under management. Its investment advisor companies, led by Pacific Investment Management Company and Oppenheimer Capital, are widely recognized for consistently... more

ComVest currently manages both equity and debt investment funds. In each fund we manage, ComVest takes a long-term approach, providing a solid financial and strategic foundation on which companies can grow, develop, and maximize shareholder value. Operating two funds simultaneously gives... more

U.S. Global Investors, Inc. (U.S. Global), along its subsidiaries, is engaged in the business of providing investment advisory and other services to U.S. Global Investors Funds (USGIF) and U.S. Global Accolade Funds (USGAF), both Massachusetts business trusts, as well as offshore clients.... more

Guzman & Company was founded in 1987 with a vision to integrate the most advanced trading technology with highly-motivated, skilled employees working in an entrepreneurial environment. Today, Guzman is one of the nation's leading investment banks, providing creative global execution... more

Baring Asset Management is a global investment management firm with offices, clients and business lines spanning the world's major markets. We provide asset management services in developed and emerging equity and bond markets on behalf of institutional, retail and private clients... more

New York Life Investment Management LLC and its affiliates, with more than $196 billion in assets under management as of August 31, 2005, provide a wide range of investment services to institutional, individual, corporate, public, and Taft-Hartley clients, including institutional asset... more

Payden & Rygel is a Los Angeles-based investment advisory firm that manages $50 billion in assets, including $2.5 billion in assets for the two fund families.

Founded in 1973, Callan Associates Inc. is one of the largest independently owned investment consulting firms in the country. Headquartered in San Francisco, the firm provides research, education, decision support, and advice to a broad array of institutional investors through five... more

DRA Advisors is a registered investment advisor specializing in real estate investment and management services for institutional and private investors. DRA currently has over $10 billion in assets under management. Since 1986, DRA's focus has been consistent: conservative, value-added... more

Princeton Financial Systems is a leading provider of client/server-based portfolio management and accounting systems and ASP services for global institutional investors. Princeton Financial's PAM® family of Windows NT® -based systems will streamline your business by automating the entire... more

Tennenbaum Capital Partners, LLC, specializes in crafting unique financial solutions tailored to a company's specific needs. We have an extensive and successful track record of making strategic investments in companies that are facing rapid secular or cyclical change; legal, operational... more

Credit Suisse Asset Management Income Fund, Inc. (the Fund) is a diversified, closed-end investment company. The Fund's investment objective is to seek current income through investment primarily in debt securities. The Fund may invest up to 10% of its total assets in securities.

Sceptre Investment Counsel Limited is a Canada-based company that provides portfolio management services. The Company is an investment counsel/portfolio manager in all Canadian provinces and as investment advisor with the Securities and Exchange Commission. In addition to segregated... more

Cambridge Associates is uniquely qualified to provide our members with independent investment and financial advice and information. Our member base of more than 600 institutions and private investors includes colleges and universities, secondary schools, foundations, religious... more

Founded in 1985, Munder Capital is an investment management firm headquartered in Birmingham, Michigan with an office in Boston, Massachusetts. As of September 30, 2007, we managed $32.4 billion in assets. The firm has significant experience in providing investment counsel and offers a... more

Over the past 19 years, Smith Breeden Associates, Inc. has established a reputation as one of the premier research and trading firms in the United States. The firm specializes in the analysis and management of high quality fixed-income portfolios, and offers a variety of strategies... more

Founded in 1971, Commonfund is devoted to enhancing the financial resources of educational and other select non-profit institutions including endowments, foundations and healthcare organizations through superior fund management, investment advice, treasury operations and e-procurement... more

For over 30 years the Private Client Asset Management Group at Weiss, Peck & Greer Investments has provided a full complement of personalized investment management services for individuals, families, trusts, and foundations with financial assets in excess of $1 million. Weiss, Peck &... more

Bridgewater currently manages $165 billion in global investments for a wide array of institutional clients, including foreign governments and central banks, corporate and public pension funds, university endowments and charitable foundations. Bridgewater has 420 employees and is based in... more

The ASB Investment Management Division is focused on providing high-quality institutional equity and fixed income management. With offices in Washington, D.C. and Chicago, ASB Investment Management has assets totaling more than $7.5 billion. One of the leading real estate investment... more

Sectoral Asset Management ( S.A.M. ) is an investment advisor based in Montreal. Our focus is on managing global equity portfolios by industry. We believe that sectors are becoming more and more relevant to the asset allocation and portfolio management processes. The political and... more