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Money Managers

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Software (86)
M. J. Smith and Associates, Inc. Home
http://www.smithcollins.com/
Keywords:
M., J., Smith, and, Associates, Inc. Home, DotNetNuke, DNN

http://www.smithcollins.com/

Appleton Partners offers investment management for real people with real concerns who are looking for a partner dedicated to them and their financial objectives.
http://www.appletonpartners.com/
Keywords:
Appleton, Partners, Investment, Management, Professionals

http://www.appletonpartners.com/

Ziegler investment managers provide asset management, investment management, portfolio management, cash management, money management and other investment advice services to institutional investors, businesses, high net-worth and individual clients.
http://www.zieglerassetmanagement.com/
Keywords:
asset management, investment management, money management, portfolio management, model portfolios, index funds, investment portfolios, investment managers, money managers, institutional investors, businesses, high net worth, individual clients, healthcare, senior living, assisted living, retirement communities, churches, synagogues, temples, endowment fund management

http://www.zieglerassetmanagement.com/

Brown Advisory provides investment management, strategic advisory and brokerage services to high net worth clients, institutions, and corporations throughout the Mid-Atlantic region and beyond.
http://www.brownadvisory.com/
Keywords:
Investment Management, Advisory Services, Brokerage Services, Brokerage Firm, Mutual Funds, Fund, Advice, Advisor, Strategic Advisor, Financial, Financial Services, Financial Advice, Finances, Investment, Investment Advice, Investing, Invest, Investor, Wealth, Broker, Portfolio, Stock, Securities, Large Cap, Small Cap, Fixed Income, Flexible Value, Asset Allocation, Tax Planning, ...

http://www.brownadvisory.com/

A disciplined currency manager driven by technical analysis. Manages FX Investments for banks, institutions, investment funds and high net worth individuals.
http://www.capricornfx.com
Keywords:
Capricorn FX, Managed Forex Account, Currency Management, Currency Managers, Currency Investment, Currency Investments, Commodity Trading Advisors, FX Programs, FX Investment, FXSelect

http://www.capricornfx.com

CCM is at the cutting edge of holding companies investing in organizations within the investment management industry.
http://www.convergentcapital.com
Keywords:
CCM, Convergent Capital Management, Convergant, converge, Financial, Investment, Managers, Group, investment management, asset management, mutual funds, institutional, holding company, Funds, Edgehill, small cap, mid cap, large cap, growth equity, value equity, fixed income securities, tactical asset allocation, equity style management, currency management, asset, management, holding, company, ...

http://www.convergentcapital.com

Welcome to Church House Trust. Private Bankers, Investment managers, Tax & Trust Consultants and Integrated Personal Finance Service.
http://www.church-house.co.uk/
Keywords:
ISA, trusts, personal, investment, deposits, integrated, SIPP, advice, collective, tax, loans, fund, private bank, investment management, tax advice, low cost SIPP, TESSA only ISA, unit trusts

http://www.church-house.co.uk/

Central Portal of Deutsche Bank Group, one of the worlds leading financial service provider. Information about the Group and its businesses.
http://www.db.com/dam/australia/
Keywords:
account, administration, Analyst, asset, Bank, Banking, Banks, bonds, Broker, Brokerage, budget, capital, capital investment, cash card, Cash Management, charts, currency, Custody account, deposit, Derivative, Deutsche, Deutsche Bank, Deutsche Bank AG, Discount Broker, equity funds, Eurocard, exchange rate, Finance, financial, financial investment, Financial service provider, fixed term, ...

http://www.db.com/dam/australia/

ELCO also manages two highly specialized energy funds that invest in an industry sector that is undergoing significant changes.
http://www.elcomanagement.com/
Keywords:
ELCO, ELCO Management Company, Energy Funds, ELCO Energy Funds, Energy Investments, Energy Portfolio

http://www.elcomanagement.com/

Info from Certified Financial Planners on financial planning. Fee based asset management using no-load mutual funds. Info on IRA's, retirement plans, estate planning, and free term insurance quotes.
http://www.fimadvisors.com/
Keywords:
Financial Planning, financial advice, Certified Financial Planner, investment advice, no-load mutual funds, asset management, IRA, investment advice, mutual funds, investing, investments, investment advisor, mutual funds, IRA Rollovers, Estate Planning

http://www.fimadvisors.com/

Haven Capital Management--- Empowered By Lyceum Solutions (www.lyceum-solutions.com)
http://www.havencapital.com/
Keywords:
Haven Capital Management--

http://www.havencapital.com/

A registered investment advisor working in alliance with financial professionals to achieve the goals of individual investors by employing a prudent, fee-based, money management discipline
http://www.gimlink.com/start.htm
Keywords:
investment advisor, investment, advisor, portfolio, manager, fee based, defensive, management, money, tactical, balanced, conservative, Investment Advisor, Investment, Advisor, Portfolio, Manager, Fee Based, Defensive, Management, Money, Tactical, Balanced, Conservative, INVESTMENT ADVISOR, INVESTMENT, ADVISOR, PORTFOLIO, MANAGER, FEE BASED, DEFENSIVE, MANAGEMENT, MONEY, TACTICAL, BALANCED, ...

http://www.gimlink.com/start.htm

Equity Trustees, one of the most trusted names in funds management, investment, superannuation and more for over 100 years.
http://www.eqt.com.au
Keywords:
EQT, Equity Trust, Equity Trustees, wealth management, managed funds, portfolio management, financial planning, generational planning, australian equities, wills, state planning, foundations, charities, superannuation, taxation, accounting, corporate custody, retirement planning

http://www.eqt.com.au

Sanco Services Managed Asset Allocation
http://www.sancoservices.com
Keywords:
money managers, investment, investing, invest, finance, investment planning, investment management, stocks, financial, investor, investments, learning, moneymanagers, investment information, investment advisors, asset management, stock market, wealth management, bonds, portfolio, asset allocation, investment books, equities

http://www.sancoservices.com

Legal and General offer a wide range of investment and insurance services. From ISA's to household insurance, pensions and life cover.
http://www.landg.co.uk/
Keywords:
legal, and, general, assurance, auto, car, cash, cheap, company, contents, critical, equity, finance, health, holiday, home, house, insurance, invest, investment, isa, life, maxi, mini, mortgage, motor, online, pension, pep, pet, private, quote, stakeholder, travel, trust, uk, unit

http://www.landg.co.uk/

In order to plan and organize you need a person to work with. Someone who has experience, and can provide insight as well as sound financial advice. That person is Darren M. Butt together with IQON Financial Inc., a leading provider of support to independent financial professionals
http://www.muskokafinancial.ca/
Keywords:
muskoka financial inc., muskoka financial inc., muskoka, financial, darren butt, bracebridge, iqon financial inc., iqon, financial, mutual funds, non-registered investments, in trust accounts, registered, retirement, savings, plans, RRIF's, LIF's, LIRA's, pensions, and, savings, plans, registered, education, savings, plans, guaranteed life annuities, guaranteed investment certificates, ...

http://www.muskokafinancial.ca/

Profisys, LLC is a fee-only Registered Investment Advisor providing independent professional investment advice based on sound fundamental investing principles.
http://www.profisys.com
Keywords:
registered investment advisor, investment advisor, financial advisor, registered investment adviser, investment adviser, financial adviser, broker, schwab, schwab institutional, stocks, bonds, mutual funds, dimensional fund advisors, dfa, dfa funds, dallas, texas, broker, fee, fee only, fee-only, fee based, fee-based, planner, financial planner, retirement, ira, 401k, 401(k), sep ira, sep-ira, ...

http://www.profisys.com

Dynamic HTML Central - The ultimate place to find DHTML scripts, demos, tutorials and help.
http://www.signiacapital.com/
Keywords:
DHTML, HTML, Dynamic HTML, Javascript, Cascading Style Sheets, Cross-browser, Cross browser, Javascripts, DOM, Scripts, Free Scripts

http://www.signiacapital.com/

Heron Capital Management, Inc. is an SEC registered investment advisor providing fully managed investment services to individuals and institutions including taxable and IRA accounts, trusts, pension funds, and endowments.
http://www.heroncapital.com/
Keywords:
stocks, bonds, RIA, registered investment advisor, registered investment adviser, mutual funds, money markets, investments, portfolio, retirement, pensions, trusts, charitable foundations, endowments, IRA, 401K, business, finance, standard poors, S&P 500, lexis, nexis, reuters, SEC, AIMR, AIFP, financial planner, financial planning, investment counsel, investment counseling, CFA, CFP, MBA, ...

http://www.heroncapital.com/

Richmond Asset Managment Ltd. is a discretionary investment advisory firm designed to create and preserve the wealth and assets of our clients.
http://www.richmondhk.com
Keywords:
Wealth Management, Asset Management, Hong Kong Investments, Richmond Events, Richmond Publications, Richmond Cash managment, FOS, Fund Optimisation Service

http://www.richmondhk.com

Ziegler is engaged in providing investment banking, financial advisory, investment advisory, asset management, retail brokerage, fixed income, institutional sales and trading, and related financial services to institutions, businesses and individuals.
http://www.ziegler.com/
Keywords:
financial services, investment banks, investment banking, asset management, church finance, healthcare finance, senior living finance, full service brokerage, financing, church, school, hospital, financial advice, retirement plans, investment advisory, north, track, mutual, funds, Ziegler, b c Ziegler, ZCO, Ziegler, BC Ziegler, B C Ziegler, The, Ziegler, Companies, inc, BC Ziegler, ...

http://www.ziegler.com/

Cofunds is the UK’s leading independent fundmarket offering an award-winning fund administration service. We provide intermediaries with the choice, convenience and control they need for outstanding client service.
http://www.cofunds.co.uk/
Keywords:
fund supermarket, investment supermarket, independent fund supermarket, intermediaries, ISA, investment funds, fund consolidation, consolidated statements, online investments

http://www.cofunds.co.uk/

Currency Investments Managers Alder Capital use a systematic approach to trading.
http://www.aldercapital.com/
Keywords:
alder, capital, money, finance, currency, funds, management, systematic, investments, investment management services, equity, ireland equity, currency management, asset management, cash management, pension, pension schemes, defined benefit pension, defined contribution pension

http://www.aldercapital.com/

An independent investment advisory firm managing the assets of individuals, institutions, trusts, estates, endowment funds and retirement plans.
http://alphacapm.com/
Keywords:
401k, rollover, account, active, advisor, advisory, analysis, asset management, assets, allocation, consolidation, Austin, Texas, conservative, consulting, capital, Chartered Financial Analyst, education, planning, endowment, funds, equity, estate, estates, experience, financial, financial management, financial planning, goals, planning, solutions, fixed income, global equity, independent, ...

http://alphacapm.com/

Money manager and alternative investment advisory for qualified investors, provides long term capital appreciation, hedge and diversification
http://www.alterama.com
Keywords:
investment, money, futures, currencies, hedge fund, mutual fund, forex, foreign exchange, managed futures, global macro fund, absolute return, aima, commodity trading advisor, CTA, commodity pool operator, CPO, alternative investment, trading, trading system, investing, investment newsletter, computerized trading, Alternative Asset Management, Trendoscil, options, portfolio diversification, ...

http://www.alterama.com

AMG National Trust Bank is a non-depository trust bank that provides comprehensive and objective financial counseling, investment management and trust administration services. Our corporate headquarters is located in Denver, Colorado. Regional offices in Chicago, the New York City vicinity, Philadelphia, and Norfolk.
http://www.amg-trust.com/
Keywords:
financial services, trust administration services, wealth management, trust services, personal wealth management, personal financial management, investment advisory services, investment management services, executive financial counseling, corporate financial counseling, tax return preparation, retirement, and, savings, plans, IRA, and, 401K, plans, investment research, market commentary, ...

http://www.amg-trust.com/

Aronson+Johnson+Ortiz, LP is an institutional investment advisor, established in 1984 and located in Philadelphia, Pennsylvania. AJO manages domestic, value-oriented equities across all capitalization ranges.
http://www.aronsonpartners.com
Keywords:
Aronson+Johnson+Ortiz, LP, AJO, Institutional Investment, Money Manager, Value Investing, Investment, Value, Quantitative, Domestic, Equity, Philadelphia, Aronson+Johnson+Ortiz, LP, Aronson & Partners, Aronson, Aronson Partners, Aronson and Partners

http://www.aronsonpartners.com

We are fee-only advisors to fiduciaries in the design, implementation and monitoring </title> <script language=
http://www.ascadvisorygroup.com/
Keywords:
Advisors, Investment Consulting, Reserve, Pension, Investment Funds

http://www.ascadvisorygroup.com/

ASEAN Focus Group is a well established player in the markets of South East Asia. We offer a range of consulting and advisory services to companies who wish to invest in the ASEAN region
http://www.aseanfocus.com/
Keywords:
ASEAN Focus Group, business investment consultants, corporate advisory, South East Asia, business consulting, investment, asian regional representation, Raine, and, Horne, International, Projects, project marketing, australia property, FIRB, development, autodesk, australian property, media, project development, investment missions, trade missions, business networking programs, joint ventures, ...

http://www.aseanfocus.com/

Investment manager based in San Francisco managing assets for both taxable and tax-exempt clients
http://www.ashfield.com/
Keywords:
Ashfield, Schwab, investment management, San Francisco, investing, tax-exempt

http://www.ashfield.com/

Asset Alliance, specializing in hedge funds and hedge fund products, offers access to fund performance; alternative investment products and advisory services information and current investor account balances.
http://www.AssetAlliance.com
Keywords:
hedge fund, hedge funds, alternative investing, alternative investment, alternative investments, Asset Alliance, Asset Alliance Corporation, CTA, family office, fund manager, hedge fund manager, limited partnership, offshore fund, private investment fund, private investment partnership, financial service provider, financial services, advisory services, investment products, structured products, ...

http://www.AssetAlliance.com

Bailard offers innovative, intelligently designed investment products and strategies for institutional and individual investors. Based in Foster City, California, Bailard has been creating original strategies for building wealth and generating solid returns for clients since 1969.
http://www.bailard.com/
Keywords:
bailard, exchange fund, high net worth, private REIT, firm, investment advisor, investment manager, private client, private placement, institutional, money management, money manager, asset allocation, wealth management, tax-aware investing, Thomas Bailard, Ronald Kaiser, Art Micheletti, investment management, personal finance, tax-advantaged, international equities, BB&K, global bonds, ...

http://www.bailard.com/

Baillie Gifford is Scotland's leading independent investment manager, managing pension funds, investment trusts, OEICs and ISAs.
http://www.bailliegifford.co.uk
Keywords:
fund managers, investment management, investment, finance, pensions, investment trusts, ISAs, PEPs, OEICs, unit trusts, children's savings, active fund managers, pooled funds, institutional investors, segregated clients, overseas investment, uk financial, scotland, funds, baillie gifford

http://www.bailliegifford.co.uk

Specialist investment managers in the gold, precious metal and natural resources sectors, managing the Genus Natural Resources Fund and Genus Dynamic Gold Fund.
http://www.bakersteelcap.com/
Keywords:
baker, steel, capital, managers, investment, gold, fund, natural, resources, precious, metals

http://www.bakersteelcap.com/

Bernstein Investment Research and Management, a unit of Alliance Capital Management L.P., manages portfolios for private and institutional investors -- taking a value orientation to the markets -- and is a premier provider of investment research.
http://www.bernstein.com
Keywords:
Alliance, Alliance, Capital, Management, L.P., Bernstein, Sanford C. Bernstein, Sanford Bernstein, investment management, investment research, stock, stocks, stock investing, invest, investing, investment, stock investment, bond, bonds, bond investment, bond investing, stock research, bond research, private, client, money, management, money management, value investing, ...

http://www.bernstein.com

We offer actively managed accounts using ProFunds no-load mutual funds. Our index fund trading strategies seek profits in bull and bear markets.
http://www.braintrader.com/
Keywords:
system, strategy, timing model, non-correlated, non correlated, market timing, mutual, fund, timing, 401k, financial advice, index, ira, no load, no-load, portfolio, retirement, rydex, advice, index fund, investment, profunds, trading tools, indicator, investing, money management, roth ira, ultrabull, ultrabear, ultraotc, ultrashortotc, otc, qqq, s&p 500, technical analysis, invest, timer, ...

http://www.braintrader.com/

Brandes Investment Partners, a leading global investment advisory firm, manages assets for institutional and individual clients worldwide. With over a quarter-century of investment experience, we apply the value-oriented approach to securities selection pioneered by Benjamin Graham and David Dodd in the 1930s. Among the first investment firms to apply value investment principles to international m...
http://www.brandes.com
Keywords:
Brandes, Brandes Investment Partners, Brandes Investments, Brandes Investment Partners, L.P., Brandis, Investment Management Services, Investment Management, Managed Money, Charles Brandes, Graham, and, Dodd, value, Money Management, Separate Account Management, Mutual Funds, Value Managers, Value Investing, Value Investing, Graham &amp; Dodd, International Investing, ...

http://www.brandes.com

Sierra Capital Planning Inc. serves investors by offering high quality portfolio planning and monitoring with a focus on growth investing using the CANSLIM stock selection method, and Investors Business Daily.
http://www.sierrainvestor.com/
Keywords:
sierra capital planning, canslim, growth investing, mike doran, michael doran, christopher nezbeth, chris nezbeth, shingle springs, money manager, canslim, canslimm, can slim, william oneil, william o'neil, oniel, o'niel, investors business daily, ibd, money management, stock investing, hedge fund, limited partnersip, rules for investing, physician's money digest, jack sirard, sacramento bee, ...

http://www.sierrainvestor.com/

Century Management investment counselors manages investment portfolios and provides comprehensive financial planning. Utilizing a value investment discipline for over 27 years, we rank in the top 2\% of US managers.
http://www.centman.com/
Keywords:
investment counselor, financial manager, fee, only, investment, advisor, money manager, value investors, portfolio management, comprehensive financial planning, financial management, estate planning, stocks, bonds, equities, trusts, retirement plans, mutual funds, contrarian, diversified, earnings, growth

http://www.centman.com/

Investment advisory services firm specializing in complete portfolio analysis at the highest professional level.
http://www.drewchalmers.com/
Keywords:
Drew Chalmers, Wealth advisors, investment advice

http://www.drewchalmers.com/

Close Asset Management is a division of Close Brothers Group plc. Close Asset Management has threeseven areas of activity, each of them offering excellentclient service and award-winning investment performance from innovative and enterprising products:Specialist Investment Trusts and Funds, Specialist Institutional Fund Management, Specialist Index Funds, Protected Unit Trusts and AIM Funds, Priva...
http://www.closeinvestments.com/
Keywords:
Close AM, Close Asset Management, Close Investments, Close Brothers Group, Asset Management, Specialist Investment Trusts, Institutional Fund Management, Specialist Index Funds, Protected Unit Trusts, AIM Funds, Private, Client, Portfolio, Management, Tax-Based Investment Management, Property, Based, Investment, Management, Private Equity Funds.

http://www.closeinvestments.com/

Contravisory had been providing equity research to leading institutional money managers since 1972. In addition, Contravisory is a registered investment advisor managing the portfolios of high net worth individuals, families and corporate plans. Contravisory also manages alternative investments.
http://www.contravisory.com/
Keywords:
registered investment advisor, equity investing, portfolio management, financial assets, stocks, bonds, money, equity markets, financial markets, alternative investments, hedge funds, stock market, otc, nasdaq, dow jones, financial planning, professional money management.

http://www.contravisory.com/

Cove Partners provides corporate finance, restructuring, merger & acquisition, strategic planning, & merchant banking services to mid-market companies.
http://www.covepartners.com/
Keywords:
Investment Banking, Mergers and Acquisitions, Fairness Opinions, Mergers, Acquisitions, Merchant Banking, Management Buyouts, Divestitures, Sell-side Assignments, Strategic Planning, Business Planning, Bridge Loans, Strategic Plans, Business Plans, Financial Plans, Operating Plan, Corporate Growth Management, Strategic Consulting, Leveraged Buyouts, Balance Sheet Restructuring, Debt Placement, ...

http://www.covepartners.com/

Currency trading online facilities, investing, private banking services, real-time forex trading platform and Swiss financial privacy to individuals and commercial clients worldwide by Swiss independent provider net2invest.com
http://www.net2invest.com/
Keywords:
currency, trading, online, facilities, investing, private, banking, services, real-time, forex, platform, swiss, financial, privacy, individuals, commercial, clients, worldwide, independent, provider, net2invest.com

http://www.net2invest.com/

Austin, Texas financial planning firm offering investment management, retirement planning, estate planning, trusts, endowment management, foundation management
http://shoresfinancial.com/
Keywords:
austin financial planning, certified financial planner, investment management, weath management, finance, retirement, retirement plan, trusts, insurance, long term care, financial advisor, financial planner, workshops, business, foundation, endowment

http://shoresfinancial.com/

Professional portfolio management for ERISA accounts, pension plans, profit-sharing plans, defined benefit plans, IRA's, family limited partnerships, trust accounts, and taxable portfolios.
http://www.eadsheald.com
Keywords:
Retirement Model, Eads & Heald, Eads and Heald, Eads, &, Heald, Investment, Counsel, Eads, and, Heald, Investment, Counsel, Atlanta, Georgia, Stewart Eads, Tom Heald, Matt Eads, portfolio management, portfolio managers, investment, investment management, asset, asset management, stocks, stock market, Eads, Heald, investing, IRA, retirement, equities, equity, ERISA, limited partnerships, ...

http://www.eadsheald.com

Emerald Capital Management - Private Money Manager and Separate Account Portfolio Manager providing affluent investors and prestigious institutions fee only investment advice. We specialize in asset management using quantitative methods to optimize portfolios of domestic stocks.
http://www.ecmq.com/
Keywords:
best money managers, top money managers, advisers, advisory services, affluent investor, aggressive growth, asset allocation, asset investment managers, asset management, asset manager, best mutual funds, capital management, capital management naples, compare mutual funds, diversified investment advisor, diversified portfolio, dynamic, portfolio, management, strategies, emerald capital, ...

http://www.ecmq.com/

Emerald Capital Management - Private Money Manager and Separate Account Portfolio Manager providing affluent investors and prestigious institutions fee only investment advice. We specialize in asset management using quantitative methods to optimize portfolios of domestic stocks.
http://www.emeraldcapital.net
Keywords:
best money managers, top money managers, advisers, advisory services, affluent investor, aggressive growth, asset allocation, asset investment managers, asset management, asset manager, best mutual funds, capital management, capital management naples, compare mutual funds, diversified investment advisor, diversified portfolio, dynamic, portfolio, management, strategies, emerald capital, ...

http://www.emeraldcapital.net

engemann asset management, eam, gretchen lash, roger engemann, engemann, roger engemann & associates, inc., rea, investment, invest, investments, large cap, small cap, mid cap, balance growth, institutional, portfolio, mutual fund, phoenix-engemann, phoenix investment partner
http://www.rea-invest.com/
Keywords:
engemann asset management, eam, gretchen lash, roger engemann, engemann, roger, engemann, &, associates, inc., rea, investment, invest, investments, large cap, small cap, mid cap, balance growth, institutional, portfolio, mutual fund, phoenix-engemann, phoenix investment partner

http://www.rea-invest.com/

Fidelity Management Trust Company provides institutional asset management services to corporate and public retirement funds, endowments, foundations, and other institutions worldwide.
http://institutional.fidelity.com/
Keywords:
Fidelity, Fidelity, Management, Trust, Company, FMTC, Fidelity, Institutional, Asset, Management, pension, pension plan, defined benefit, plan sponsor, risk controlled, pyramis, retirement planning, retirement investing, retirement investment, corporate retirement, public retirement, institutional retirement, corporate investment, public investment, institutional investment, ...

http://institutional.fidelity.com/

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