Directory of Investment Services Resources

Home > Business > Financial Services > Investment Services

This category covers investment services that cater to businesses including asset and investment management, 401(K) and pension plan management, capital raising and financing services, and financial advisory services.

Subcategories

• Financial Consultants
• Money Managers
• Venture Capital

Resources in This Category

• A.B. Korelin & Associates

  http://www.abkorelin.com/
  Offers consulting services companies who wish to be listed on United States stock exchanges.

• AdvisorTech Corp.

  http://www.advisortech.com/
  Provider of internet technologies and brokerage services to financial intermediaries.

• AdvisoryWorld.com

  http://www.advisoryworld.com/
  Provides financial tools and services to professional investors.

• Altin AG

  http://www.altin.ch/
  Provides private and institutional investors with access to a diversified portfolio of hedge funds or similar alternative investments with daily liquidity.

• Armstrong Pacific Co., Inc.

  http://www.armstrongpacific.com/
  Provides services such as equity investment, business advisory, enterprise incubation, and project management.

• Arnerich Massena & Associates, Inc.

  http://www.am-a.com/
  Investment consulting firm assists institutional and private clients.

• Bridport Investor Services

  http://www.bridport.ch/
  Offers independent, personalized and conflict-free advice to institutional investors on all fixed income markets.

• Charteris Treasury Portfolio Managers

  http://www.charteris.co.uk/
  UK-based asset managers specialising in discretionary portfolio management

• Cincinnati Capital Homepage

  http://cincycapital.com/
  Provides corporate finance, private equity, mergers and acquisitions, turnaround workouts and financial advisory services.

• ClearBridge Investments

  http://www.clearbridge.com/
  Delivering investment performance to institutions and individuals. Operating from offices in New York, San Francisco, Baltimore and Wilmington.

• Close Brothers Ltd Treasury Services

  http://www.closetreasury.co.uk/
  Provides money market deposit services for companies and individuals. Instant access call accounts, notice accounts, foreign exchange, and good investment advice.

• Commonfund

  http://www.commonfund.org/
  Provides fund management and investment advice for nonprofit institutions.

• Cramer Rosenthal McGlynn

  http://www.crmllc.com/
  Offers investment and asset management services to wealthy families and institutions

• Darier Hentsch & Cie

  http://www.darierhentsch.com/
  Private bank in Geneva, Switzerland specialising in management of private and institutional assets and of investment funds.

• Do Diligence Partners, Inc.

  http://www.dodiligence.com/
  Offers technology due diligence and implementation services to investors, technology companies, IT organizations and corporations.

• FDL Financial Services

  http://www.fdlfinancial.com/
  Full service investment and asset management firm located in downtown Washington, D.C.

• Forest Capital Partners, LLC

  http://www.forestcap.com/
  Provides timberland investment services to the affluent.

• FTI Institutional

  http://www.ftinstitutional.com/
  Offers investment capabilities of three asset management organizations: Franklin, Templeton, and Fiduciary Trust International.

• Fund Information resource

  http://www.fundaccount.com/
  Fund information for world wide investors

• FundQuest Inc.

  http://www.fundquest.com/
  FundQuest Incorporated designs, develops, and operates branded, flexible fee-based investment programs for financial institutions.

• GE Capital Invest Direct

  http://www.gecapitalinvestdirect.com/
  Investment opportunity in the General Electric Capital Corporation. Provides on-line prospectus.

• GicDirect.com

  http://www.gicdirect.com/
  They provide rates on gic and term deposits in Canada and also have a currency exchange and a mortgage service.

• Great Plains Trust Company

  http://www.greatplainstrust.com/
  Providing a full spectrum of investment services.

• ICMA-RC

  http://www.icmarc.org/
  Provider of retirement plans, investment services, and financial services for the public sector. Site hosts information about the company and products as well as investment education and legislative developments.

• Institutional Investor Online

  http://www.iimagazine.com/
  Contains articles, banking, mutual fund advice, portfolio strategies, and research.

• Interactive Investor

  http://www.iii.co.uk/
  Finance and investment information in the United Kingdom. (Nasdaq: IINV).

• International Financial Data Services (IFDS)

  http://www.ifdsgroup.com/
  Offers the global collective investment industry specialised BPO and ASP services. A joint venture of DST Systems and State Street.

• Investment Scorecard, Inc.

  http://www.investmentscorecard.com/
  Investment Scorecard, Inc. provides performance reports to financial services firms and their clients. Our technology produces accurate, detailed and flexible print, CD-ROM and Internet reports.

• Investor Advisor

  http://www.investoradvisor.com/
  Online community where investors and advisors can come together for each others mutual benefit.

• InvestorForce

  http://www.investorforce.com/
  Develops online tools for institutional investors, money managers, and plan sponsors to help them manage their clients more efficiently.

• Lee Munder Capital Group

  http://www.leemunder.com/
  Provides investment solutions for a full range of risk parameters.

• Lucid Issuer Services Ltd

  http://www.lucid-is.com/
  Agency providing research into identifying and communicating with bondholders and providing strategies to obtain consent to tender and exchange offers, complex Schemes of Arrangement and consensual restructurings.

• Markov Processes International

  http://www.markovprocesses.com/
  Investment technology firm providing analytical software tools and services to the institutional investment marketplace.

• Matrix Settlement and Clearance Services, LLC

  http://www.mscsonline.com/
  Service bureau offers automated mutual fund clearing and settlement services.

• Mesirow Financial

  http://www.mesirowfinancial.com/
  Offers investment management, securities, investment banking insurance services.

• MicroRate

  http://www.microrate.com/
  A rating agency dedicated to the evaluation of microfinance institutions. Its objectives are to quantify fiduciary and credit risk for potential investors or creditors.

• Mooring Financial Corporation

  http://www.mooringfinancial.com/
  Private investment firm that owns and manages financial assets, including commercial loan portfolios, real estate tax liens, real estate and other specialized investments

• MSCI Inc.

  http://www.msci.com/
  Provider of investment decision support tools to investment institutions worldwide. Products include indices and portfolio risk and performance analytics.

• New England Pension Consultants

  http://www.nepc.com/
  A full-service investment-consulting firm based in Cambridge, Massachusetts.

• NewRiver Investor Communications, Inc.

  http://www.newriver.com/
  Provides electronic communications solutions to the brokerage, mutual fund and insurance industries.

• North American Pension Services

  http://www.naps-ltd.com/
  Consultant offers financial planning services in the areas of retirement and investing management.

• Nubase Technologies Inc.

  http://www.nubase.com/
  Enterprise e-Business enabler and application service provider for the financial services industry. Offers proprietary turnkey systems to discount brokerage firms.

• Odewald & Compagnie

  http://www.ocie.de/
  Within the framework of private equity transactions,invests in established, high-growth medium-sized companies domiciled in German-speaking countries.

• Off Wall Street Consulting Group

  http://www.offwallstreet.com/
  Provides research and buy/sell recommendations to professional money managers.

• Photonics Investments

  http://www.photonicsinvestments.com/
  Provides investment services and management consulting to the optics/photonics industry.

• PTS Asset Management

  http://ptsmanagement.com/
  SEC registered investment advisor providing specialized management of mutual funds, variable annuities, variable life and individual participant 401k account.

• Quantitative Investment Management LLC

  http://www.quantitative.com/
  A global investment firm specializing in alternative investment strategies for institutional and private investors.

• Ramirez and Co., Inc.

  http://www.ramirezco.com/
  A full service securities firm.

• Redbus Group

  http://www.redbus.co.uk/
  Redbus Investments, and the companies they have invested in so far.

• Rockefeller and Co

  http://www.rockco.com/
  Investment management firm for wealthy families, foundations and non-profit organizations.

• Sai Securities and Consultants

  http://www.saisecurities.com/
  Investment and tax consultancy company based in Chennai, India.

• State Street Corp.

  http://www.statestreet.com/
  Provider offering benchmarking, investment management and securities administration. Based in Boston, Massachusetts. (NYSE:STT)

• Tax credits marketplace

  http://www.historicequity.com/
  Intermediaries specialising in facilitating conversion of US rehabilitation historic tax credits.

• Terry McDaniel and Company

  http://www.tmcdanco.com/
  Provides investment counseling and portfolio management services.

• The Arbitrage Group

  http://www.thearbitragegroup.com/
  Provider of arbitrage rebate and mathematical verification services.

• The Consortium

  http://www.liftburden.com/
  Renders compliance, practice management and marketing support to broker/dealers and investment advisors.

• The Forestland Group

  http://www.forestlandgroup.com/
  Acquires and manages timberland investments for institutions, families, and individuals.

• The Swiss Advantage

  http://www.swissadvantage.com/
  Provides unbiased information to those seeking offshore investment opportunities.

• Topix: Investment Services

  http://www.topix.com/rss/business/investment-services.xml
  News about the investment services industry, collected from various sources on the web.

• Ultimus Fund Solutions

  http://www.ultimusfundsolutions.com/
  Provides management services to small to medium-sized mutual fund groups.

• United Bankers

  http://www.ubglobe.com/
  Provides global advisory, execution and custodian service.

• Watt Carmichael

  http://www.wattcarmichael.com/
  Serves its personal and institutional clients with a full range of private wealth management financial and advisory services.

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• Home > Business > Investing

 

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