Smith Barney is the private wealth management unit of Citigroup. It is a leading provider of comprehensive financial planning and advisory services to high net worth investors, institutions, corporations and private businesses, governments and foundations. With more than 13,000 Financial... more

Legg Mason, Inc. (Legg Mason) is a global asset management company. Acting through its subsidiaries, the Company provides investment management and related services to institutional and individual clients, Company-sponsored mutual funds and other investment vehicles. The Company offers... 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

UBS AG is a global provider of financial services for wealthy clients. UBS’s financial businesses are organized on a worldwide basis into three Business Groups and the Corporate Center. Global Wealth Management & Business Banking consists of three segments: Wealth Management International... 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

A division of BMO Financial Group, BMO Spend & Payment Solutions (formerly BMO ePurchasing Solutions) is a leading commercial card, spend and payment solutions provider in North America. BMO Spend & Payment Solutions' products are widely used by Corporations, non-profit and government... 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

Salomon Smith Barney (www.smithbarney.com) is a global, full-service financial firm that provides brokerage, investment banking, and asset management services to corporations, governments, and individuals. As a leader in the U.S. securities industry, Salomon Smith Barney's core... more

"The SEC also is the only agency that doesn't have a top-level management position equivalent to chief financial officer. As required of all agencies, it has an inspector general who can conduct audits. But responsibility for financial management and accounting is with the office of... more

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

A global leader with close to 200 years of experience, Brown Brothers Harriman (BBH) helps many of the world's most sophisticated mutual funds, investment managers, banks and insurance companies achieve their international business objectives. With approximately $1.5 trillion of assets in... more

Sanders Morris Harris Group Inc. (SMHG), through its subsidiaries and affiliates, provides asset/wealth management, and capital markets services. The products and services provided by the Company include asset/wealth management and capital markets. The asset/wealth management business... more

Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and... 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

Neuberger Berman has provided prime brokerage and correspondent clearing services to the financial community for five decades. We offer all the services you need to get your business started and to keep your business growing: Trade Execution Responsiveness and experience make a crucial... more

Advest, Inc., with headquarters in Hartford , CT , is one of the country's leading regional financial services firms. The company provides financial, securities brokerage, trading, investment banking, trust, and other advisory services to its clients from more than 100 offices in 18... 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

Founded in 1995, mPower Advisors, L.L.C. (http://www.mpower.com), a federally registered investment advisor, was the first to offer affordable, online investment advice to defined-contribution plan participants and remains a leading provider in this field.

LJH Global Investments, LLC was founded in 1992 by James R. Hedges, IV to manage private assets, and has rapidly developed into a leading hedge fund advisor and fund of hedge funds management firm. The firm has advised numerous private investors, financial institutions, and financial... 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.

Rasmala Investments, founded in 1999 by a high flying team of bankers and investment specialists is spearheading a new approach in asset management and is in the process of creating a world class financial services house. Acting as an independent manager across a broad range of asset... more

MFC Global Investment Management (U.S.), LLC is a Boston-based firm, focused on investment management for institutional clients. Built on investment principles developed over 35 years, MFC Global (U.S.) offers a diverse selection of actively managed equity and fixed income strategies... more

Hamilton Lane is an independent financial institution that provides discretionary and non-discretionary private equity asset management services to sophisticated investors worldwide. From offices in the U.S., London, Tel Aviv, Tokyo and Singapore, Hamilton Lane offers a full range of... more

BDFSC Holdings Corp., headquartered in Johnston, Iowa, has been in existence since 1996 and operates three Subsidiaries: Broker Dealer Financial Services Corp., Investment Advisors Corp., and Bankers Financial Services, LLC. Broker Dealer Financial Services was originally incorporated... more

Greycourt is a premier provider of financial advisory services to wealthy families and select endowments. Closed architecture models offer only proprietary products, while hybrid firms try to offer both outside and proprietary solutions. But Greycourt seeks to follow open architecture in... more

Mellon Capital is one of the leading institutional investment managers in the United States, with 771 clients representing more than $212.6 billion in assets under management as of March 31, 2008, which includes assets managed in overlay strategies ($26.3 billion).* Offering a range of... more

Source Capital Group, Inc. was founded in 1994 as a boutique firm specializing in small to medium sized investment banking transactions. The firm has grown to include a General Securities business, Emerging Market Securities, Distressed and High Yield Debt Securities, and its historic... more

PMFM is registered investment advisory firm located in Athens, GA. PMFM offers separate account management services, proprietary mutual funds, and is the advisor to 401k Toolbox, one of the leading 401(k) investment advisory services in the nation. Since the early 90's, PMFM has managed... more

The More You Look The Better We Look

Investor Solutions, Inc. is committed to improving our clients' financial security, assisting them in achieving their investment goals, and providing them with financial peace of mind. As trusted financial advisors and completely independent, fee-only investment advisors, we have... more

FIRST QUADRANT is an innovative boutique investment management firm serving investors around the world. Headquartered in Pasadena, California, the firm manages client assets of approximately $26.6 billion actively managed as of February 29, 2008*. SINCE ITS INCEPTION in 1988, First... more

Rocaton Investment Advisors, LLC (Rocaton) is a 100% employee-owned, full-service investment consulting firm based in Norwalk, CT. Rocaton was founded in April, 2002 by 16 experienced investment professionals who all previously worked together. Our partners have, on average more than 17... more

SCUDDER INTERNATIONAL FUND seeks long-term growth of capital. It invests primarily in equity securities of established companies that are listed on foreign exchanges. It may also invest up to 20% of assets in fixed-income securities of foreign governments, supranational organizations and... more

Meketa Investment Group, an investment consulting firm with offices in Boston and San Diego, was founded in 1978. We specialize in investment policy, asset allocation, manager search and oversight, custom research, and fund coordination services. Our firm grew out of its founder's work... more

XTF is committed to bringing the benefits of ETFs to investors. The firm delivers dynamic ETF portfolios and a superior quantitative investment discipline. ETFs are XTF's only business.

Hillsdale Investment Management Inc. is a leader in alternative investment management strategies and offers one of the most sophisticated and disciplined equity management approaches in Canada. The product line is purposely designed to complement core/index products by focusing on... more

Altius provides three levels of service: financial consultations, financial planning, and investment advisory services. Financial Consultations: We advise on specific areas of finance, such as Section 529 Plans for education and Stock Options. This service may be either a consultation... more

Founded in 1998, Lawrence Decter Investment Counsel Inc.'s (LDIC) main focus was to be a highly disciplined and performance-oriented independent investment counsel firm offering a genuine financial service to its clients. Our clients are primarily high net worth individuals, trusts,... more

Spectrum Financial, Inc. was founded in 1986 to provide investors with flexible and opportunistic investment approaches designed to avoid the all too often severe losses of a bear market. When investors are able to minimize losses when the market turns down, their opportunity to build... more

Kenjol Capital Management (KCM) is a fee-based investment advisor focused on providing top quality wealth management services to clients throughout the Lone Star State. Based in Austin, Texas, KCM is known for: Personal Service: The trusted advisors at KCM will spend time with you to... more

MRM is a private investment advisory firm registered with the Securities & Exchange Commission. We advise and manage investment funds from coast to coast for individuals, foundations, trusts, corporations, endowments, and other qualified plans.

Strategic Financial Services, LLC was founded in 1979 under the premise that investors are entitled to the highest level of service possible in the management of their finances. We are an independent wealth management firm specializing in Investment Management, Financial & Estate... more

Origen is a leading company owned by AEGON UK with a view to meeting the challenges of a rapidly-changing financial services industry. Created to revolutionise the UK IFA and employee benefits market, Origen offers an innovative advice-led service making it easier for clients to choose... more

We provide our portfolio management services for individuals, corporations, charitable organizations, qualified plans, IRA's and Rollovers. We have clients who are very sophisticated as well as those who have had very little experience with investments. To our way of thinking, each client... more