- Quantitative Services Group (QSG)
Offers transaction cost measurement systems, quantitative equity research, portfolio trading analysis, and investment strategy consulting to institutional investors.
www.qsg.com
- National Regulatory Services, Inc.
NRS and NRS Systems provide consulting services and software to the investment adviser and broker dealer compliance industry.
www.nrs-inc.com
- OakBrook Investments, LLC
Specializes in large cap domestic equity investment strategies for institutional and retail clients, and mutual funds.
www.oakbrookinvest.com
- FrontLine Compliance
Providers of custom regulatory compliance services and solutions to investment industry including broker-dealers, hedge funds, investment advisers, investment companies, and insurance companies.
www.frontlinecompliance.com
- ReFlow
Provides auction model for short-term liquidity needs of mutual funds.
www.reflow.com
- Phoenix-Hecht
www.phoenixhecht.com
- A. A. Nazzaro Associates
Offers securities lending management and consulting services.
www.aanazzaro.com
- Batterymarch Financial Management, Inc.
www.batterymarch.com
- Stock Transfer.Com
Offers to assist companies in finding a stock transfer agent.
www.stocktransfer.com
- Matrix Settlement & Clearance Services, LLC
Automated mutual fund trading, settlement, and clearing services for banks, broker/dealers, trust companies, and third party administrators.
www.mscsonline.com
- Bridgebay Financial, Inc.
Offers corporate liquidity portfolios, SEC market risk disclosure analysis, money manager selection, and more.
www.bridgebay.com
- Janiczek & Company, Ltd
Offers fee only financial, tax, estate, and retirement planning, and asset management for individuals, trusts, and pension plans.
www.janiczek.com
- Century Management Investment Counselors
Offers portfolio management and comprehensive financial planning for families, trusts, pensions, and businesses.
www.centman.com
- Investors Bank and Trust
Provides customized securities processing services for institutional investors.
www.investorsbnk.com
- ASAP Advisor Services
Provides marketing and consulting services for fund managers and financial advisors as well as a range of data distribution services.
www.asapas.com
- Johnston Investment Counsel (JIC)
An independent, full-service, fee based investment consulting and advisory firm serving institutional and individual investors.
www.jicinvest.com
- Trepp Group
Software and consulting firm servicing the structured finance community. Specialists in CMO, CMBS, ABS and whole loan securities.
www.trepp.com
- MGL Consulting Corporation
Specializes in providing registration and compliance services to broker/dealers and investment advisors.
www.mglconsulting.com
- ILX Systems
Developers of PC-based and online information systems providing data, news, and analytics for financial services companies.
www.ilx.com
- Financial Computer Support
Provides computer and administrative support for financial planners and insurance agents. Offers dbCAMS portfolio management software.
www.dbcams.com
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