Founded in 1923, The Bear Stearns Companies Inc. (NYSE: BSC) is the parent company of Bear, Stearns & Co. Inc., a leading investment banking and securities trading and brokerage firm. With approximately $61.9 billion in total capital, Bear Stearns serves governments, corporations,... more

Morgan Stanley is a global financial services firm that, through its subsidiaries and affiliates, provides its products and services to a group of clients and customers, including corporations, governments, financial institutions and individuals. Morgan Stanley’s business segments include... more

Russell, a global leader in multi-manager investment services, provides investment products and services in more than 39 countries. Russell manages more than $135 billion in assets and advises clients worldwide representing $2.3 trillion. Founded in 1936, Russell is a subsidiary of... 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

Founded in 1937, Baltimore-based T. Rowe Price Group, Inc. is a global investment management organization with $269.5 billion in assets under management as of December 31, 2005. The firm provides a broad array of mutual funds, sub-advisory services, and separate account management for... 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

Lazard Ltd (Lazard) is an international financial advisory and asset management firm. The Company serves a diverse set of clients around the world, including corporations, partnerships, institutions, governments and high-net worth individuals. Lazard operates from 39 cities in business... more

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

Mellon Financial Corporation is a global financial services company. Headquartered in Pittsburgh, Mellon is one of the world's leading providers of financial services for institutions, corporations and high net worth individuals, providing asset management, wealth management, asset... 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

Based in New York, Capital Z Financial Services Fund II, L.P., is a $1.85 billion global private equity fund that focuses exclusively on investments in the insurance, financial services and healthcare services industries. The fund, which was formed in August 1998, is managed by Capital Z... more

Calvert is the largest family of socially responsible mutual funds in the United States with approximately $9 billion in assets under management, offering twenty-eight funds that allow individual and institutional investors to pursue a broad range of investment objectives within a single... more

CIBC World Markets is the global marketing name for CIBC's investment banking affiliates and subsidiaries around the world. The CIBC World Markets companies offer a full range of investment services to governments, corporations, institutions and private clients worldwide.

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

Nuveen Investments provides high-quality investment services that contribute to the building of well-diversified, core investment portfolios. The Company serves financial advisors and their high-net-worth clients, as well as a growing number of institutional clients. Nuveen Investments... more

GAIN Capital (www.gaincapital.com) offers direct access trading and asset management services for the global Foreign Exchange (FX) markets. GAIN Capital is a registered Futures Commission Merchant (FCM), regulated by the Commodity Futures Trading Commission (CFTC), and is a member of the... more

eSpeed's powerful marketplace technology provides tightly integrated, end-to-end, straight-through processing; simultaneous confirmations to reinforce accuracy; trades integrated in real-time, transaction by transaction, to minimize exposure and other risks.

Capital.com, Inc. is a business finance portal where premier financing sources compete to provide receivable and inventory financing, machinery and equipment loans and leasing, real estate and construction financing, subordinated debt and equity financing for growth, acquisitions,... more

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

Trillium Asset Management (www.trilliuminvest.com), is a socially responsible investment firm that manages approximately $600 million.

MFS Investment Management offers a variety of mutual funds, fixed and variable annuities, separately managed accounts, and retirement plans to retail customers, institutional investors, and insurance companies. MFS' nearly 70 mutual funds available in the U.S. are focused on stocks,... more

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada. Our advisors and their clients are at the centre of our business and are supported by... more

SoundView Technology Group, Inc. (NASDAQ: SNDV) is an investment banking firm focused exclusively on the technology sector. SoundView's services include investment banking, M&A, institutional sales and trading, and venture capital. SoundView produces comprehensive sell-side equity... more

MarketAxess Holdings Inc. is engaged in electronic trading of corporate bonds and certain other types of fixed-income securities. Through the Company’s platform, 674 active institutional investor client firms (firms that executed at least one trade through its electronic trading platform... 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

At Brinker Capital, we focus on providing services to financial advisors so that they can provide the highly personalized investment solutions that their clients require. We offer managed account and mutual fund investment programs that bring together our investment consulting expertise... more

PROXY Governance, Inc., a wholly-owned subsidiary of FOLIOfn, Inc., is a unique and independent new proxy advisory and voting company that fills a critical need in today's marketplace - the need for objective advice that supports the goal of building long-term shareholder value. PROXY... more

Wall Street Access is a New York Stock Exchange member firm offering a range of services, including research, execution, fixed income trading and professional money management, to institutions and affluent individuals. Completing our product offerings are investment advisory services for... more

Founded in 1979, Pacific Corporate Group LLC is a research-driven investment management firm focused solely on private equity. Our broad expertise and network with activities across the full spectrum of the private equity business enables us to develop unique insights and opportunities... more

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

We are a boutique financial services firm focused on advising high net worth and institutional clients. Our primary role is to present an independent and objective platform to provide innovative and unbiased advice to our clients. By combining investment services with leading industry... more

T. Rowe Price Group, Inc., is a financial services holding company that provides investment advisory services to individual and institutional investors in the sponsored T. Rowe Price mutual funds and other investment portfolios. The Company operates its investment advisory business... more

Nollenberger Capital Partners provides consulting and advisory services to Plan Sponsors of corporate retirement programs. As an objective group, not aligned with any product or vendor, we offer our clients an impartial, unbiased view of their plans. Our unique, personal approach involves... 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

1. What is TradeWeb? Founded in 1998, TradeWeb is the leading online global trading platform for fixed-income securities. TradeWeb is an internet-based service that enables institutional customers to simultaneously trade with multiple dealers, creating an efficient, liquid marketplace... 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

EdgeTrade was founded in 1996, on the premise that traders should be in a position to exercise complete control over the trading and execution process without interference or conflicting agendas of a traditional sell-side provider. Innovative technology, EdgeTrade maintains, is a key... more

Investment Technology Group, Inc. (ITG) is a specialized agency brokerage and technology firm that partners with clients globally to provide solutions spanning the entire investment process. The Company has three operating segments: United States Operations, Canadian Operations and... more

Finally, Western Asset is committed to excellence in client service. The company has devoted significant resources to its client service/marketing department. Western Asset expands its relationship base only when resources are available to continue to provide excellent performance and... more

Christian Brothers Investment Services, Inc. (CBIS) is the leader in Catholic socially responsible investing (SRI) with more than $4 billion in assets under management and over 1,000 institutional Catholic clients worldwide, including dioceses, religious institutes, educational... more

Man Group has its origins over 200 years ago in a broking business founded by James Man and was floated on the London Stock Exchange in 1994. Man Group plc trades on the London Stock Exchange (EMG) and is a constituent of the FTSE 100 Index. It is classified within the "General... more

We are an independent investment advisory firm registered with the Securities and Exchange Commission. We support a nationwide network of investment professionals who specialize in serving socially conscious investors. We provide consulting and asset management services for institutions... more

Fulcrum Global Partners LLC is an independent research-driven securities firm that has been providing unbiased research analysis and trade execution services for a wide range of institutional investors, mutual funds, pension funds, portfolio managers, and hedge funds since 2001. It... more

We provide investment management for clients with a range of requirements and benchmarks measured in a variety of different currencies. Investment management for our international and non-resident clients is led by our specialist team in London with administration carried out in Jersey if... more

Wall Street Strategies, Inc., is an independent stock market research company. The firm has successfully provided timely and effective equity advice since 1991 to money managers, brokers, and individual investors. Wall Street Strategies offers a suite of premium research products to a... more

Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions and affluent individuals worldwide. Northern Trust, a multibank holding company based in Chicago, has a growing network... more

Grove Street Advisors® was formed in 1998 with the objective of reengineering the traditional relationships between "gatekeeper," fund manager, and the major institutional investors in private equity. With more than $4.5 billion currently under management, eight major clients and... more

UNX is an independent trading technology firm and agency broker providing advanced electronic trading solutions and premium services for institutional investors. Its innovative, reliable technology streamlines trade operations and helps traders find best execution opportunities. Traders... more

At The Principal we are committed to helping growing businesses, individuals and institutional clients achieve financial security and success. We take this responsibility very seriously. We believe what we do is as important as how we do it. Our core value of integrity guides everything... more