www.bdadvantage
.com/
Secondary market services for investors in private equity partnership interests. Instant access
call accounts, notice accounts, foreign exchange, and good investment advice.Offers investment and
asset management services to wealthy families and institutions
www.guardcapital.com
Site hosts information
about the company and products as well as investment education and legislative developments.
Indochina
Group Ltd
Kelly Financial Group
Redbus Investments, and the companies they have invested in so far.Intermediaries
specialising in facilitating conversion of US rehabilitation historic tax credits.
www.liftburden.com
/
The Investment House
www.ubglobe.com/
invested microfinance
Provides private and institutional investors with access to a diversified
portfolio of hedge funds or similar alternative investments with daily liquidity.
www.globalclearing
.com/
Charteris Treasury Portfolio Managers
www.charteris.co.uk/
Cramer Rosenthal McGlynn
FundQuest Incorporated
designs, develops, and operates branded, flexible fee-based investment programs for financial institutions
.
www.hargisfinancial.com/
www.investmentandfinance.com/
Services include setting up legal structures,
advising on estate and succession planning, reviewing an existing portfolio of mutual funds, and, reviewing
investment proposals.Financial services group providing fee-based investment advice to high net worth
individuals and early-stage venture capital and advice for businesses.
The Swiss Advantage
mcglynn unterberg
www.am-a.com
/
www.amconsulting.ch/english_swissam.htm
Close Brothers Investment Limited
Guard Capital
Develops online
tools for intitutional investors, money managers, and plan sponsorts to help them manage their clients
more efficiently.
www.oakwoodcap.com/
Venfin Limited
www.wattcarmichael.com/
www.zeroalphagroup.com
buyback charteris
www.abkorelin
.com/
www.babson.com
www.commonfund.org
Provides fund management and investment advice for nonprofit institutions
.
European Contact, Inc.
www.forestcap.com/
GicDirect.com
www.investmentscorecard.com
provides performance
reports to financial services firms and their clients.
www.investoradvisor.com/
www.leemunder.com/
Financial
investigators and investment dispute consultants for Canada.
www.malipayon.com/
www.nubase.com/
www.ocie
.de/
Pharos Financial Group
Provides investment services and management consulting to the optics/photonics
industry.
www.pricepatternprediction.com/
www.shieldsassoc.com
The Consortium
Offers management of employee
share schemes.
mcglynn invested
Provides services such as equity investment, business advisory, enterprise incubation
, and project management.
BD Advantage, Inc.
Fincorp Investements Limited
www.fincorp.com.au/
FundQuest Inc
.
Provides on-line prospectus.Provides services to successfully launch and operate a private investment
entity.Contains articles, banking, mutual fund advice, portfolio strategies, and research.A rating agency
dedicated to the evaluation of microfinance institutions.
Oakwood Capital Management
www.photonicsinvestments
.com/
www.saisecurities.com
www.historicequity.com
www.thearbitragegroup.com/
The Share Option Centre
www
.ubgcorp.com
www.venfin.com/
invested affluent
www.alexandercapitalmarkets.com
www.unterberg.com/
Provides corporate finance
, private equity, mergers and acquisitions, turnaround workouts and financial advisory services.
Do Diligence
Partners, Inc.
www.fdlfinancial.com/
www.ifdsgroup.com/
InvestorForce
Lee Munder Capital Group
www.lucid
-is.com
Service bureau offers automated mutual fund clearing and settlement services.
www.offwallstreet
.com/
Automates many of the repetitive tasks associated with portfolio management.
Price Pattern Prediction
Taylor Young Investment Management
Provider of arbitrage rebate and mathematical verification services
.
The Forestland Group
Zero Alpha Group
hentsch ubg
Barra, Inc.
Galaxy Portfolio Services
Institutional Investor Online
Our technology produces accurate, detailed and flexible print, CD-ROM and Internet reports.
www.robertgoldin
.com/
Mercer Investment Consulting
Within the framework of private equity transactions,invests in established
, high-growth medium-sized companies domiciled in German-speaking countries.A full service securities
firm.
microfinance invested
www.advisoryworld.com/
Offers independent, personalized and conflict-free advice to institutional
investors on all fixed income markets.Offers investment capabilities of three asset management organizations:
Franklin, Templeton, and Fiduciary Trust International.Provides timberland investment services to the
affluent.They provide rates on gic and term deposits in Canada and also have a currency exchange
and a mortgage service. A joint venture of DST Systems and State Street.Provides comprehensive investment
solutions for a full range of risk parameters.Global consulting firm offers pension and investment articles
, news, software and services.
www.microrate.com/
Multi strategy fund of hedge funds
Old Mutual Asset Managers
(OMAM)
A multi-national asset management business, whose operations are subsidiaries of Old Mutual, a
London-listed international financial services group.Provides institutions and private investors an
opportunity to gain exposure to the emerging markets of the former Soviet Union.
Portfolio Monitor
Provides
a comprehensive range investment services to public and private institutions.
www.yhbretirement.com/
munder mcglynn
Gives investment advisors the power to outsource and customize key advisor functions.Focuses on the strategic
and operational needs of the financial services professional.Services include origination, sponsorship
, management and marketing of both tax based and property based personal investment products.
Darier Hentsch
& Cie
FTI Institutional
Hargis Financial
Hong Kong based investment management firm.Specializes in
small and mid-cap investment management.
www.pharosfund.com/
Ultimus Fund Solutions
munder quantify
Bay Harbor Partners
www.gicdirect.com
International Financial Data Services (IFDS)
Investment Scorecard, Inc.
Service designed
to match investors to financial professionals products and services.Offers investment management and
corporate finance services to businesses and high net worth individuals
Providers of financial and real
estate investment services in the Middle East.Provides unbiased information to those seeking offshore
investment opportunities.
fiduciary issuer
www.canadausinvestment.com/
cincycapital.com
www.debtonnet.com/
Provides derivatives
pricing and risk evaluation services.Places investors in international high yield investment programs
.Providing a full spectrum of investment services. Also offers a weekly market commentary newsletter
for the public.A full-service investment-consulting firm based in Cambridge, Massachusetts.
www.newriver
.com/
North American Pension Services
SEC registered investment advisor providing specialized management
of mutual funds, variable annuities, variable life and individual participant 401k account.Provides
investment services for individuals, charities and institutions.
www.forestlandgroup.com
ubg unterberg
Econophysica
Ltd
Provider of retirement plans, investment services, and financial services for the public sector.
Provides investment services to high net worth individuals and privately held companies.
Malipayon Fund
Information
Markov Processes International
Nubase Technologies Inc.
Enterprise e-Business enabler and application
service provider for the financial services industry.
PTS Asset Management
Photonics Investments
munder microfinance
Investment
consulting firm assists institutional and private clients.
Asset Management Consulting AG
Swiss portfolio
and asset managers based in Zurich.Offers newsletters, SRC stock charts, and investment advisor services
. Provides comprehensive debt market information, and databases.
Fund Information resource
Fund information
for world wide investors
www.globeop.com
Interactive Investor
Investors Referral Service, Inc
Subscription
-based access to extensive searchable database of investment funds worldwide
Offers investment management
, securities, investment banking insurance services.
Ramirez and Co., Inc.
www.investhouse.com
A technology
investment holding company that mainly concentrated on investing in telecommunications and information
technology.
unterberg custodian
www.acadiaadvisors.com/
www.advisorport.com/
www.closetreasury.co.uk/
Family-owned US Insurance
and banking group planning to offer investment and life insurance products.
ICMA-RC
www.mscsonline.com
/
New England Pension Consultants
Consultant offers financial planning services in the areas of retirement
and investing management.
www.ramirezco.com
Sorrento Group
www.ultimusfundsolutions.com/
custodian ultimus
Offers custom structured
financing services for corporate clients and manages HedgeLoan financing exclusively for The HedgeLender
Partnership.
www.commonwealthchurchfin.com/
Full service investment and asset management firm located
in downtown Washington, D.
GlobeOp Financial Services
Offers fee based personalized portfolio management
for high net worth individuals worldwide.
Investor Advisor
Online community where investors and advisors
can come together for each others mutual benefit.
www.merceric.com/
Its objectives are to quantify fiduciary
and credit risk for potential investors or creditors.Provides research and buy/sell recommendations
to professional money managers.
Sai Securities and Consultants
www.tayloryoung.com/
Renders compliance
, practice management and marketing support to broker/dealers and investment advisors.
www.theshareoptioncentre
.com
Serves its personal and institutional clients with a full range of private wealth management financial
and advisory services.
enabler fti
Offers consulting services companies who wish to be listed on United States stock
exchanges.
www.armstrongpacific.com
Babson-United, Inc.
www.bridport.ch/
UK-based asset managers specialising
in discretionary portfolio management
www.fundaccount.com
www.galaxy.co.za/
(Nasdaq: IINV).Provides investment
services to professionals, the affluent and their families.
Long-Term Asset Management
www.rockco.com
/
Offers investment plans, recordkeeping, full access to participant account information, and education
services for companies and employees.
charteris affluent
Acadia Advisors
www.advisortech.com/
Alexander Capital Markets, LLC
Armstrong Pacific Co., Inc.
Offers investment services for high growth technology companies in the US
.
Cincinnati Capital Homepage
www.cbil.com/
Credit Bancorp
Great Plains Trust Company
www.icmarc.org/
MacGold
Direct Inc.
www.peterlbernsteininc.com/
Phillips & Drew
Value manager offering a wide range of investment
services on a global basis.A global investment firm specializing in alternative investment strategies
for institutional and private investors.
Redbus Group
Investment management firm for wealthy families
, foundations and non-profit organizations.Arranges cross-border debt financing for large corporates
utilising specific corporate finance strategies.
enabler fdl
Altin AG
C. E. Unterberg
Serving churches and non-profit
organizations with capital funding needs.Specializes in institutional investment research, concentrating
on fundamental in-depth analysis of securities in search of capital appreciation investment opportunities
.Advisory firm services the sophisticated investor through a range of unit-linked investment products
.
www.iii.co.uk/
www.investorforce.com/
www.investorsreferl.com/
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
Provides electronic communications solutions to the brokerage
, mutual fund and insurance industries.
www.newsmithcapital.com
Offers proprietary turnkey systems to
discount brokerage firms.An economic consultant to institutional investors.Offers comprehensive asset
management consulting to corporate plan sponsors, foundations and endowments and to high-net-worth individuals
.
United Bankers
YHB Retirement Services
ultimus fdl
AdvisorTech Corp.
Arnerich Massena & Associates, Inc.
www.bayharborpartners
.com
www.crmllc.com/
Private bank in Geneva, Switzerland specialising in management of private and institutional
assets and of investment funds.
www.dodiligence.com/
www.econophysica.com/
www.ftinstitutional.com/
GE Interest
Plus
www.geinterestplus.com
Wise investment and wealth creation, financial Services and advice.Finance
and investment information in the United Kingdom.
Matrix Settlement and Clearance Services, LLC
www.mesirowfinancial
.com/
www.quantitative.com/
www.tmcdanco.com/
Acquires and manages timberland investments for institutions
, families, and individuals.
UBG Financial Corporation
Provides management services to small to medium
-sized mutual fund groups.Member investment advisory firms provide objective, long-term private wealth
management solutions to investors, focusing on asset allocation and a structured, quantitative approach
to investing.
fdl microfinance
Provides financial tools and services to professional investors.Offers business advisory
services, including feasibility of investing, starting a business, joint venture, franchise in Canada
and USA, business plan development
Provides non-bank finance and investments.
www.ltermgroup.com/
Rockefeller
and Co
Provides investment counseling and portfolio management services.
issuer volatility
A.B. Korelin & Associates
Specializes in corporate valuation, and provides analytical software to institutional investors to compare
and contrast securities.Provides a B2B marketplace for broker dealers to share ideas and technologies
, cross sell their products and services, and advertise directly to one another.
Commonwealth Church Finance
www.creditbancorp.com/
Offers financial planning and investment services to high-end clients.
Debt on Net
India
www.emagnus.com/
www.advisorsquare.com/advisors/kellyfg/default.asp
Investment technology firm providing
analytical software tools and services to the institutional investment marketplace.
MicroRate
Mooring
Financial Corporation
www.onemsf.com
Amsterdam-based fund of hedge funds aiming for low volatility.
NewSmith
Capital Partners
Off Wall Street Consulting Group
Offers stock market predictions using advanced mathematics
.Investment and tax consultancy company based in Chennai, India.
Shields and Associates
Tax credits marketplace
Provides global advisory, execution and custodian service.
sponsorts issuer
www.barra.com/
Canada US Investment
Web-based
interface for private placement, buyback, distribution of Indian debt paper.Offers technology due diligence
and implementation services to investors, technology companies, IT organizations and corporations.
www
.europeancontact.com/
www.fundquest.com
www.wizeinvestment.com
www.iimagazine.com/
Offers the global collective
investment industry specialised BPO and ASP services.
www.markovprocesses.com/
www.naps-ltd.com
Odewald
& Compagnie
Quantitative Investment Management LLC
www.sorrento-group.com
Terry McDaniel and Company
quantify mcglynn
www.altin.ch/
Provides analytical models, consulting and money management services.
Bridport Investor Services
Close Brothers Ltd Treasury Services
www.darierhentsch.com/
C.Investment opportunity in the General Electric
Capital Corporation.
The Arbitrage Group
www.wellington.com/
discretionary fdl
Provider of internet technologies and brokerage
services to financial intermediaries.
AdvisoryWorld.com
Bear Stearns Global Clearing
Provides money market
deposit services for companies and individuals.
NewRiver Investor Communications, Inc.
www.omam.com/
Peter
L. Bernstein, Inc.
www.portfoliomonitor.com/
www.swissadvantage.com
Wellington Management Company
hentsch mcglynn
Advisorport
Commonfund
E. Magnus Oppenheim & Co., Inc.
FDL Financial Services
Forest Capital Partners, LLC
www.greatplainstrust
.com/
Holloway & Associates
Investment Scorecard, Inc.
Lucid Issuer Services Ltd
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.
Mesirow Financial
www.nepc.com/
ptsmanagement.com/
www.phillipsdrew.com/
www.redbus.co.uk
Watt Carmichael
custodian volatility