Companies and individuals offering money-management and advising services related to investing in funds, including managed-account services but not including fund companies, which can be found at
and the subcategories indicated there.
Related categories 3
Actera is a major private equity fund with a focus in Turkey. Site in English and Turkish.
Alpha Analytics Investment Group
Diversified investment consulting and managing, blending fundamental research and quantitative analysis.
AMP Capital Investors
Specialist investment manager in Australia and New Zealand, focused mainly on infrastructure (shopping centers, office and industrial assets), with a global network of investment partners.
SEC-registered investment advisory firm co-founded by personal finance writer Scott Burns, offering a menu of pre-constructed portfolios. Articles and forums are provided.
Coastwise Capital Group
Money-management company. Implements customized portfolios of securities for their clients, in Separate Accounts.
Cowen Healthcare Royalty Partners
Firm that invests principally in commercial-stage biopharmaceutical products and companies.
Personal and small-business financial planner with full service, including investment and estate planning. Located in Canada.
Subscription-based services and tools for the evaluation of mutual-fund managers' performances and fees, tailored for investment professionals and individual investors alike.
J. P. Martin
Personal information and blog by Jose Paul Martin, an investment banker and financial advisor.
Keppler Asset Management
New York investment advisory firm specialized in active value-oriented portfolio strategies for top-ranked global and regional equity funds.
Kotak Realty Funds
Kotak Realty Funds Group (KRFG), a division of Kotak Investment Advisors Ltd, is one of India's first real estate private equity funds.
Early-stage investment fund that puts capital and experience to work in start-up ventures in Israel, long before they are fully formed.
MacNicol & Associates
Toronto-based firm offering Canadian and global investment management and advisory services.
Provides middle market financing solutions and invests in a range of securities including leveraged loans, mezzanine loans and equity co-investments in partnership with management teams and private equity firms.
Company focused on crossover private equity investing in the life sciences industry.
Innovative but sound investment strategies.
Optimal Investment Group
Works with private equity, acquiring companies and small divisions of large Fortune 500 companies, and commercial real estate (i.e., hotels and hospitality) deals throughout the US. Based in Los Angeles.
Osbon Capital Management
Defining itself as an "index boutique", OCM provides management and advisory services, as well as online articles, about exchange-traded-fund (ETF) and index investing.
Paragon Wealth Management
Investment firm providing actively-managed portfolios of funds, fixed income and stocks.
Registered investment advisor (RIA) firm providing individually-tailored portfolio management and financial planning services.
An independent company that provides specially selected investment products to institutional and family office investors in the Middle East and Europe.
Global, private investment firm focused on public and private equities. Managers of Savoy Special Situations, a conservative long/short hedge fund.
Southpaw Asset Management
Provides investment management services for institutional investors and high net-worth individuals.
Financial counseling for investments in India through mutual funds, bonds and other vehicles. Includes real-time information.
Winmill & Co Incorporated
Holding company with subsidiaries which manage variety of equity, fixed income and gold funds and provide discount brokerage services to customers. (Nasdaq: WNMLA).
Last update:August 23, 2016 at 5:24:04 UTC