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

Jefferies, a global investment bank and institutional securities firm, has served growing and mid-sized companies and their investors for 45 years. Headquartered in New York, with more than 25 offices around the world, Jefferies provides clients with capital markets and financial advisory... 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

Thomas Weisel Partners Group, Inc. (Thomas Weisel Partners) is an investment bank focused principally on growth companies and growth investors. The Company's business is managed as a single operating segment and it generates revenues by providing financial services that include investment... 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

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

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

Mesirow Financial is a diversified financial services firm headquartered in Chicago. Founded in 1937, it is an independent, employee-owned firm with $32.2 billion in assets under management and more than 1,100 employees in locations across the country and in London. With expertise in... 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

ORIX Venture Finance LLC, a member of the Corporate Finance Group of ORIX USA Corporation, with offices in Silicon Valley; Newport Beach, Calif.; Hartford, Conn.; New York; Northern Virginia; and Dallas, provides enterprise financing to mid- to late-stage companies via acquisition and... more

Baird provides a wide variety of advisory services, primarily serving middle,market companies; however, we have advised on acquisitions as large as ,6.3 billion. Our merger and acquisition practice is closely split between buyers and sellers, giving us unique perspectives into both. Our... more

Comerica Bank is a subsidiary of Comerica Incorporated , a financial services company headquartered in Dallas and strategically aligned by three business segments: The Business Bank, The Retail Bank, and Wealth & Institutional Management. Comerica focuses on relationships, and helping... more

BNY ConvergEx Group provides customized, conflict-free global agency trading and investment technology solutions, together with superior personal client service and support, directly to our institutional clients worldwide. We focus on a collaborative, partnership approach with clients,... more

Refco Easy Solutions LLC (www.refcoeasysolutions.com) Refco EasySolutions LLC is a Joint Venture ("JV") of Refco Group Ltd. and the U.K. company EasyScreen Plc ("EasyScreen", LSE: EAS), the leading developer of innovative software products for electronic trading.

Founded in 1903, Gordon Brothers Group, LLC (www.gordonbrothers.com) provides customized global advisory, acquisition, disposition and capital solutions to companies at times of growth or restructuring. The firm has over 150 professionals and 250 consultants operating out of 20 offices in... 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

The investment and corporate banking businesses of BMO Nesbitt Burns are part of Bank of Montreal's Investment Banking Group. BMO Nesbitt Burns offers a broad range of products and services such as underwriting, corporate lending, mergers and acquisitions, research, sales, and trading. In... more

Founded in 2001, Probitas Partners is a leading independent provider of alternative investment solutions. We have offices in San Francisco, New York and London. Our professionals are leaders in the placement, liquidity management, portfolio management, relationship management, and... more

Stanford Financial Group is a privately held global network of independent, affiliated financial services companies led by Chairman of the Board Sir Allen Stanford. The first Stanford company was founded by his grandfather, Lodis B. Stanford in 1932. Stanford's core businesses are private... more

Guggenheim Partners® is a diversified financial services firm with more than 525 dedicated professionals. We have proven success in providing capital markets services, portfolio and risk management expertise, wealth management, investment advisory and family office services. Our clients... more

At Hilliard Lyons, we have been providing that kind of singular insight for our clients from generation to generation since 1854. Over the years, we have helped clients plan for their goals at each life stage. Whether it's purchasing a new home, sending children to college, preparing... more

Zanett, Inc. is an information technology (IT) company that provides customized IT solutions to a variety of companies. The Company provides full lifecycle, end-to-end business solutions. These include services to initiate, develop and implement e-business systems, application... more

Elderado Financial, Inc. was founded to serve the needs of our clients. Our clients expect independent financial advice so we are an independent firm. Our clients expect excellent service so we have two associates servicing each client, along with our service staff. Our clients expect us... 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

In Mexico, Eurohypo provides the same tailor-made financings for commercial real estate assets like in the rest of the countries where we are active, covering both development and investment (e.g. acquisition finance, refinancing) loans for shopping centers, office buildings, business... more

Manning & Napier quickly established the strategies and disciplines to survive the tough investment environment of the 1970s. In that decade, the stock market failed to beat either inflation or T-Bills. For a newly-formed investment firm to not only survive but grow in that environment,... more

YMG Capital Management Inc. was founded in 1983. Since that time, YMG has evolved from an investment firm specializing in quantitative fixed income management for pension plans and financial institutions to diversified money manager offering four core investment strategies to... more

Aldus Equity is a boutique alternative investment management and advisory firm specializing in private equity. The firm's expertise includes domestic private equity, mezzanine finance, domestic real estate, European private equity, secondaries, and special situation funds. The firm is... more

Altegris Investments is a dynamic, growing investment firm in La Jolla, California, specializing in alternative investments. We gather information on thousands of hedge funds and managed futures products and negotiate access with a select group of these products in order to offer them to... 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

At Stratford Advisory Group, we are committed to enhancing the long-term financial position of our clients. Our consulting approach is focused on the following: Develop a strategic approach that balances the interest of participants and plan sponsors. Establish a cost-efficient... more

That Banking Mentality: The Banc Investment Group is a company founded, funded and managed by bankers, for bankers. We recognize that not only does the risk/reward equation need to be right, but all transactions must take capital, regulatory, accounting and political concerns into... more

AMG Guaranty Trust, N.A. offers comprehensive, highly customized investment management, financial counseling and trust administration services to help you build, manage and protect your wealth. We help clients across the country, assisting high-net-worth individuals, corporate executives,... more

MBM Advisors, Inc. is an independent investment advisory and pension administration/consulting firm. Founded in 1966, MBM currently ranks among the largest pension service firms in the United States. Our specialty is integrating state-of-the-art technology and industry expertise with... more

Novare Capital Management is a registered fee-based investment advisor that specializes in tax-efficient equity and fixed income managed portfolios. Novare Capital Management is an investment advisor, wealth manager, and equity and fixed income portfolio manager. It is one of the fastest... more

SHI Consulting is a strategy consulting firm dedicated to serving the innovative life sciences sector. With our exceptional blend of commercial and scientific acumen, we design practical solutions for rapid implementation to turn knowledge and innovation into global success. Our... more

Strategic Investment Group is a group of registered investment advisers founded in 1987 by the former senior pension investment team of the World Bank. Their ongoing leadership provides Strategic with an in-depth understanding of the distinctive challenges of institutional investing. Over... 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

Sage Advisory Services was founded by Robert G. Smith, III and Mark C. MacQueen in 1996 to better meet the portfolio management needs of institutions and individuals. Today, Sage is an independent, privately held firm that is 100% employee owned. We strive to understand the unique... more

Werlinich Asset Management, LLC (WAM) is an independent, fee-only investment advisory firm. We provide customized portfolio management solutions designed to meet the unique needs of each client. We are patient, long-term, tax-efficient investors with a decade-long history of helping our... more

MCM implements absolute return and alternative capital strategies for our Montecito and Santa Barbara clients seeking diversified, uncorrelated, non traditional asset management and wealth strategies. Santa Barbara and Montecito wealth management investment advisors serving families,... more

The Colony Group is an SEC Registered Investment Advisor providing individuals and institutions with personalized investment management services. Our team of experienced Chartered Financial Analysts constructs and manages individual equity portfolios by utilizing a research-intensive,... more

Nexus Financial Management is an independent, fee-only Registered Investment Advisory firm located in Jacksonville, Florida. We provide investment management services to individuals and small business owners that are tailored to your short and long term financial goals, without conflicts... more

Meyer Capital Management, Inc., located in Cincinnati, Ohio, is an employee-owned investment advisory firm registered under the Investment Advisors Act of 1940. The firm provides investment management services to individuals and institutions, including pension funds, profit sharing plans,... more

FMA Advisory, Inc. is committed to our clients' needs, striving to keep them informed about conditions in the marketplace that impact their investment strategies. As a part of that commitment, we publish a quarterly newsletter, featuring articles on the latest marketplace investment... more