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Money Managers [4]

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Software (86)
Montanaro
http://www.montanaro.co.uk
Keywords:
uk smaller companies, uk small companies, european smaller companies, european small companies

http://www.montanaro.co.uk

Montgomery Investment Management, located in Bethesda, Maryland, provides high quality portfolio management services to help individuals and institutions reach their financial goals.
http://miminvest.com/
Keywords:
Montgomery, stock, equity, value portfolio, value stock, mid cap stock, koonce, stock, performance, portfolio growth, long term growth, capital growth, maryland, bethesda equity manager, buy and hold, top equity fund, Montgomery County, Montgomery investment management, investment management services, investment management, equity securities, equity linked securities, corporate debt securities, ...

http://miminvest.com/

NMF Asset management is a woman owned investment management firm specializing in small cap, multi cap, and socially responsible investments for institutional portfolios and high net worth individuals.
http://www.nmfasset.com/
Keywords:
Nola Falcone, NMF, Nola Maddox Falcone, investment manager, small cap, Nola Maddox Falcone, woman owned, emerging manager, socially responsible

http://www.nmfasset.com/

NorthStar Asset Management
http://www.northstarmgt.com
Keywords:
NorthStar Asset Management, NorthStar, securities, investment, asset, management, advisory, equities, stocks, debt, bonds, income, money, markets, foreign, financial, research, corporate, institutional, investing, client, focus, respect, individual, teamwork, fiduciary, trust, estates, guardianships, responsible, integrity, Bobrow, Ormerod, Putnam, Dunham

http://www.northstarmgt.com

Pearson Capital Inc., headquartered in the Tampa Bay area-Pearson Investment Letter has been published monthly since 1982-Investment Advisory Firm
http://www.pearsoncapitalinc.com/
Keywords:
Pearson, Capital, Tampa, Top+Investment+Advisor, apollo+beach+business, unusual+investment+formula, apollo, beach, td, waterhouse, tdwaterhouse, unique+money+manager, highly+successful, business, bull+bear, Top+growth+Stocks, TD+Waterhouse, Dick+Davis+Digest, top+stock, Pearson, long+term+investments, value+investing, Investment+Adviser, pearsoncapital, apollobeachbusiness, Tampa, Bull+Bear, ...

http://www.pearsoncapitalinc.com/

Pendragon Capital is a asset-management firm offers multiple services to organizational and private investors.
http://www.pendragon-capital.com
Keywords:
capital management, investment advisor, asset management, portfolio manager, equities, stocks, investment advisors, portfolio management, financial advisor, financial consultants, investment companies, financial, blue-chip stocks, securities, capital markets, investing, investments asset management

http://www.pendragon-capital.com

Learn about Piedra Capital and its Prudent Growth philosophy
http://www.piedracapital.com
Keywords:
Growth Stocks, Piedra Capital, Stocks, Investments, Mid-Cap, Separate Accounts

http://www.piedracapital.com

The Philippe Group is composed of two companies : Philippe Investment Management in New York and its affiliate, PIM Gestion France based in Paris. The Philippe Group is a global investment management firm registered with the SEC since 1982. The firm manages global equities through separate accounts, or via commingled funds. The Philippe Group has managed assets for US and Canadian p...
http://www.philippe-group.com
Keywords:
Philippe Group, Philippe Investment Management, PIM Gestion France, PIM, PIMNY, PIM Europe, PIM Asia, PIM America, PIM Europe Mid-cap, FCP, Fonds, communs, de, placement, Gestion d'actifs, Gestion de portefeuille, Investissement, Actions, Europe, Asie, Japon, Amérique, Fonds de pension, Mandat de gestion, Micropal, Small cap, Bourse, OPCVM, Mon PIM, My PIM, Philippe Investment, ...

http://www.philippe-group.com

Rhoads Lucca Capital Management (RLC) is a fee-only independent money-management advisory firm providing turnkey investment management for individuals seeking to protect and grow significant retirement assets. We make it easy to rollover your current IRA, 401K and stock or mutual fund investments.
http://www.rhoadslucca.com/
Keywords:
CFP, early retirement, fee only, finanancial advise, investment, investment advisor, investment advise, IRA, Lucca, lump sum, money management, money manager, mutual fund, retirement, Rhoads, RIA, rollover, stocks, capital management, 401K

http://www.rhoadslucca.com/

Rowles Financial Planning provides unbiased, personalized financial advice and solutions that will enable our clients to achieve their financial goals.
http://www.rowlesfinancial.com
Keywords:
rowles, financial, planning, money, financial, life, insurance, health, group, disability, annuity, vancouver, advisor, rrsp, mutual, fund, saving, stock, market, rrif, bank, advise

http://www.rowlesfinancial.com

Roxbury Capital Management LLC is a high quality growth stock investment firm based in Santa Monica, California. The firm's hallmark is a time tested investment philosophy. Stock selection is based upon strict purchase and sale criteria. Risk-adjusted.
http://www.roxcap.com/
Keywords:
roxbury, capital management, capital, investment, high net worth, networth, return, portfolio, SP500, large, cap, small, mid, focus, socially, responsible, socially responsible, equity, balanced, portfolios, tax, taxable

http://www.roxcap.com/

Schnieders Capital Management, LLC provides wewidth='242' alth management for individuals, families and corporations.
http://www.schniederscapital.com/

http://www.schniederscapital.com/

established in 1991 with a clear investment mandate: to manage equity portfolios representing small and mid-cap companies whose attributes favor exceptional, long-term investment performance.
http://www.shakerinvest.com/
Keywords:
shaker investments, investment managers, managers, of, equity, portfolios, investments, shaker fund, mutual fund, equity funds, hedge funds, small cap, mid cap, research investment strategy

http://www.shakerinvest.com/

Sovereign Offshore Ltd Independent Financial Advisors assists clients worldwide with financial planning, fund management and investments
http://www.sovereignoffshoreltd.com
Keywords:
Offshore, investment banking, fund, management, capital, worldwide, markets, mutual, stocks, portfolio

http://www.sovereignoffshoreltd.com

Invest in U.S. Treasurys and other high-quality sovereign debt.
http://www.kesslercompanies.com/

http://www.kesslercompanies.com/

Your Beacon To Financial Success - Portfolio Management, Rollover and Retirement Planning, Asset Allocation, Sector Allocation, Mutual Funds, Annuities
http://www.twinlights.com
Keywords:
stocks, bonds, financial planning, money management, annuities, asset management, equities, mutual funds, money market, securities, trusts, investments, ira, 401k, municipal, deposit, ipo, underwritings, services, finance, financial, portfolio, retirement, options, mortgage, bank, research, margin, insurance, premium

http://www.twinlights.com

Vanguard has over 25 years experience in funds management and superannuation. In Australia, Vanguard specialises in indexing. Providing long term performance, excellent diversification at low cost. Take advantage of Vanguard's funds management and superannuation opportunities today.
http://www.vanguard.com.au/
Keywords:
Funds Management, Superannuation, managed funds, finance

http://www.vanguard.com.au/

VMF Capital is a registered investment advisor, and our first priority is simply to listen. We'll develop a customized investment portfolio that meets your investment objectives.
http://www.vmfcapital.com/
Keywords:
VMF Capital, investment, advisor, adviser, investment advisor, investment adviser, listen, develop customized portfolio, investment objectives, personal service, intimate business, equity stategy, balanced strategy, high, net, worth, clients, customer service

http://www.vmfcapital.com/

We help our clients make better strategic, financial and technology decisions. We provide consulting services and analytical software
http://www.decisionoptions.com
Keywords:
Strategy, Finance, Economics, Planning, Analysis, Diagnostics, Due diligence, Valuation, Portfolio, Management, Executive training, Software, Real Options, simulation, budgeting, statistical analysis

http://www.decisionoptions.com

GlobalBridge has developed a process called the GlobalBridge Professional Portfolio. This features professional portfolio managers from all over the U.S. and throughout the world.
http://www.globalbridgeinc.com
Keywords:
invest, investment, investments, investment management, professional investment management, high net-worth, high networth, high net-worth clients, high net-worth investors, investor, investors, upscal clients, upscale clients, upscale investors, financial advisor, financial adviser, investment advisor, investment adviser, personal financial adviser, personal financial advisor, ...

http://www.globalbridgeinc.com

Greenville Capital Management manages growth equity portfolios, focusing on small to medium capitalization companies experiencing dramatic earnings growth not yet recognized by Wall Street. Greenville Capital is a Registered Investment Advisor which has specialized in small cap growth stocks management for 10 years.
http://www.greenvillecap.com/
Keywords:
Greenville Capital, Greenville, Delaware, Wilmington, small cap equities, registered investment advisor, money manager, small, cap, growth, stocks, small, cap, growth, equities, aggressive growth stocks, small cap, small cap stocks, high, net, worth, individual, investments, mid cap, Russell index, Russell 2000, nasdaq

http://www.greenvillecap.com/

Jarrod Wilcox's investment advice and services; independent portfolio supervision; custom risk management; investor learning community; ask a question; share a comment
http://www.wilcoxinvest.com/
Keywords:
independent, portfolio, supervision, , customized, risk, management , investment, research, advice , quantitative, investing, investor, education , ETF, index, funds, pb-roe, valuation, model , financial, planning, long-term, investing , discretionary, wealth, hypothesis , tax, efficiency, jarrod, wilcox

http://www.wilcoxinvest.com/

YMG Capital Management Inc. is a full service investment counsel firm offering a range of traditional and quantitative products for institutional and retail clients.
http://www.ymg.ca
Keywords:
YMG, Financial Services, assets, Asset management, asset liability, mutual funds, high income trust, quantitative analysis, index, TAA, tactical asset allocation, style, immunization, synthetic

http://www.ymg.ca

Aperio Group LLC creates customized index portfolios for taxable investors.
http://aperiogroup.com
Keywords:
Aperio, Aperio Group, Aperio Group LLC, index equity, tax-efficient portfolios, tax efficient portfolios, tax-efficient equity portfolios, tax, efficient, equity, portfolios, taxes and investing, taxes & investing, tax management, tax-managed portfolios, tax-efficient investing, loss-harvesting, tax-loss harvesting, tax-efficient investment, tax efficient investing, tax efficient investment, ...

http://aperiogroup.com

http://www.bedlamplc.com/

http://www.bedlamplc.com/

http://www.storkeyandco.com/

http://www.storkeyandco.com/

Financial and asset management for your personal money portfolio, professional investment services for stocks, bonds, and mutual funds, also advice and planning on taxes.
http://mcgibbon-asset.com
Keywords:
asset, management, personal, stocks, bonds, taxes, advisor, money, finance, options, planning, allocation, Schwab, portfolio, investments, mutual-funds, advice, Denver, Commerce, Professional, services, awards, Colorado

http://mcgibbon-asset.com

Pinnacle Investments of America is a MA registered fund for accredited investors.
http://www.piafunds.com
Keywords:
hedge fund, Stocks, investing, Trading, options trading, Delta Neutral, George Fontanills, OPTIONETICS, Options, Straddles, Strangles, Spreads, Stock Options, Fontanills, option quotes, stock option, option trading, OPTIONS, STOCK OPTION, STOCKS, market, Stock Option, investment, fund, risk, trading, stock option, option trading, strategy, stocks, stock market, Dow, funds, FONTANILLS, ...

http://www.piafunds.com

Rice Sangalis Toole and Wilson (RSTW), founded in 1989, is a privately held firm investing subordinated debt and equity capital in middle market companies throughout the United States.
http://www.rstw.com/
Keywords:
finance, financing, buyouts, acquisition, recapitalization, investment, companies, middle, market, equity, subordinated debt, stock, management, groups, junior, capital

http://www.rstw.com/

Comprehensive Financial Planning and Investment Services Site.
http://www.slaytonlewis.com/
Keywords:
Slayton Lewis, Salt Lake, investments, stocks, bonds, mutual funds, financial planning, financial management, registered investment advisor, Utah, Bill Campbell, William S. Campbell, Westminster College, CFP, certified financial planner, fee only, comprehensive, Salt Lake City, Wealth Management, Wealth Creation, tax advice, retirement planning, estate tax, 529, education planning, insurance, ...

http://www.slaytonlewis.com/

http://www.vintagecapitaladvisors.com/
Keywords:
david stewart, davidstewart, dstewart, vintage, vintage capital, vintagecapital, vintage capital advisors, vintagecapitaladvisors, registered investment advisor, registered money manager, reputable investment advisor, reputable money manager, high net worth, affluent investor, wealth management, wealthy investor, maximize wealth, managing wealth, equity management, fund management, ...

http://www.vintagecapitaladvisors.com/

Charles Fish Investments, Inc. (CFI) manages large, fixed income (bond) portfolios for high-net-worth individuals and commercial banks. We are experts in the field of municipal bonds and manage tailored portfolios of $2 million or more for individuals.
http://charlesfishinvestments.com/

http://charlesfishinvestments.com/

http://www.nmt-group.nl

http://www.nmt-group.nl

http://www.rittenhousefinancial.com/home.html

http://www.rittenhousefinancial.com/home.html

http://www.dorfmaninvestments.com/

http://www.dorfmaninvestments.com/

http://www.billamplc.co.uk/
Keywords:
billam plc, investment company, shares, investee

http://www.billamplc.co.uk/

http://www.actscapital.com/

http://www.actscapital.com/

Home page for Alta Capital Management; Core money managers>
http://www.altacapital.net/
Keywords:
money manager, investment, stocks, balanced, accounts, Financial Planning, Retirement Planning, Investments, Estate Planning, Finance, Risk Management, CFP, Financial Advisor, financial adviser, IRA, IRA Rollovers, tax advice, Utah, Idaho, Las Vegas, Washington, Montana, Wyoming, salt lake city, equity, value, social security, medicare, employee benefits, minimum distributions, ...

http://www.altacapital.net/

http://www.ashburton.com/

http://www.ashburton.com/

http://www.bfsinvest.co.uk

http://www.bfsinvest.co.uk

http://www.bostonassetmanagement.com

http://www.bostonassetmanagement.com

http://www.briarcliffcapital.com/

http://www.briarcliffcapital.com/

http://www.cambiar.com/

http://www.cambiar.com/

http://www.campbellnewman.com
Keywords:
Asset Management, Assets, Investing, Investments, Consulting, Financial, Finances, Woman-owned, Minority-owned, Woman-owned manager, Woman-owned investment manager, Minority-owned manager, Minority-owned investment manager, Emerging manager, Emerging investment manager

http://www.campbellnewman.com

http://www.citigroupam.co.uk/

http://www.citigroupam.co.uk/

http://www.clime.com.au/

http://www.clime.com.au/

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