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
Related categories 3
Sites 25
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- 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).
- MacNicol & Associates Toronto-based firm offering Canadian and global investment management and advisory services.
- Coastwise Capital Group Money-management company. Implements customized portfolios of securities for their clients, in Separate Accounts.
- Alpha Analytics Investment Group Diversified investment consulting and managing, blending fundamental research and quantitative analysis.
- Rosecastle Capital An independent company that provides specially selected investment products to institutional and family office investors in the Middle East and Europe.
- Liav Fund Early-stage investment fund that puts capital and experience to work in start-up ventures in Israel, long before they are fully formed.
- Southpaw Asset Management Provides investment management services for institutional investors and high net-worth individuals.
- Robinswood Financial Registered investment advisor (RIA) firm providing individually-tailored portfolio management and financial planning services.
- Keppler Asset Management New York investment advisory firm specialized in active value-oriented portfolio strategies for top-ranked global and regional equity funds.
- Paragon Wealth Management Investment firm providing actively-managed portfolios of funds, fixed income and stocks.
- AssetBuilder 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.
- Fund Mojo Subscription-based services and tools for the evaluation of mutual-fund managers' performances and fees, tailored for investment professionals and individual investors alike.
- 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.
- 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.
- Actera Group Actera is a major private equity fund with a focus in Turkey. Site in English and Turkish.
- Cowen Healthcare Royalty Partners Firm that invests principally in commercial-stage biopharmaceutical products and companies.
- Maranon Capital 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.
- 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.
- WealthZone Financial counseling for investments in India through mutual funds, bonds and other vehicles. Includes real-time information.
- J. P. Martin Personal information and blog by Jose Paul Martin, an investment banker and financial advisor.
- Dardan Capital Personal and small-business financial planner with full service, including investment and estate planning. Located in Canada.
- Naab Trade Innovative but sound investment strategies.
- Merlin Nexus Company focused on crossover private equity investing in the life sciences industry.
- Savoy Capital Global, private investment firm focused on public and private equities. Managers of Savoy Special Situations, a conservative long/short hedge fund.
- 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.