Directory of Managers and Advisors Resources

Home > Business > Investing > Funds > Managers and Advisors

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.

Resources in This Category

• Actera Group

  http://www.acteragroup.com/
  Actera is a major private equity fund with a focus in Turkey. Site in English and Turkish.

• Alpha Analytics Investment Group

  http://www.alphaanalytics.com/
  Diversified investment consulting and managing, blending fundamental research and quantitative analysis.

• AMP Capital Investors

  http://www.ampcapital.com.au/
  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.

• AssetBuilder

  http://assetbuilder.com/
  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

  http://www.coastwisegroup.com/
  Money-management company. Implements customized portfolios of securities for their clients, in Separate Accounts.

• Cowen Healthcare Royalty Partners

  http://www.cowenroyalty.com/
  Firm that invests principally in commercial-stage biopharmaceutical products and companies.

• Dardan Capital

  http://www.dardancapital.com/
  Personal and small-business financial planner with full service, including investment and estate planning. Located in Canada.

• Fund Mojo

  http://www.fundmojo.com/
  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

  http://www.jpmartin.com/
  Personal information and blog by Jose Paul Martin, an investment banker and financial advisor.

• Keppler Asset Management

  http://www.kamny.com/
  New York investment advisory firm specialized in active value-oriented portfolio strategies for top-ranked global and regional equity funds.

• Kotak Realty Funds

  http://www.realtyfund.kotak.com/
  Kotak Realty Funds Group (KRFG), a division of Kotak Investment Advisors Ltd, is one of India's first real estate private equity funds.

• Liav Fund

  http://www.liavfund.com/
  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

  http://www.macnicolasset.com/
  Toronto-based firm offering Canadian and global investment management and advisory services.

• Maranon Capital

  http://www.maranoncapital.com/
  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.

• Merlin Nexus

  http://www.merlinnexus.com/
  Company focused on crossover private equity investing in the life sciences industry.

• Naab Trade

  http://www.naabtrade.com/
  Innovative but sound investment strategies.

• Optimal Investment Group

  http://optimalinvestmentgroup.com/
  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

  http://www.osboncapital.com/
  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

  http://www.paragonwealth.com/
  Investment firm providing actively-managed portfolios of funds, fixed income and stocks.

• Robinswood Financial

  http://robinswoodfinancial.com/
  Registered investment advisor (RIA) firm providing individually-tailored portfolio management and financial planning services.

• Rosecastle Capital

  http://www.rosecastlecapital.co.uk/
  An independent company that provides specially selected investment products to institutional and family office investors in the Middle East and Europe.

• Savoy Capital

  http://www.savoycap.com/
  Global, private investment firm focused on public and private equities. Managers of Savoy Special Situations, a conservative long/short hedge fund.

• Southpaw Asset Management

  http://www.southpawassetmanagement.com/
  Provides investment management services for institutional investors and high net-worth individuals.

• WealthZone

  http://www.wealthzone.in/
  Financial counseling for investments in India through mutual funds, bonds and other vehicles. Includes real-time information.

• Winmill & Co Incorporated

  http://www.winmillco.com/
  Holding company with subsidiaries which manage variety of equity, fixed income and gold funds and provide discount brokerage services to customers. (Nasdaq: WNMLA).

Related Categories

• Home > Business > Financial Services > Offshore Services > Fund Groups
• Home > Business > Investing > Money Managers
• Home > Business > Investing > Real Estate > Real Estate Investment Trusts

 

Home > Business > Investing > Funds > Managers and Advisors

 

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