- A-Logic
Offers comprehensive and advanced marketing solutions for stock brokers and annuity, life insurance, and long-term care agents.
www.a-logicsolutions.com
- A. A. Nazzaro Associates
Offers securities lending management and consulting services.
www.aanazzaro.com
- Alternative Investment Consulting
Premier alternative investment consulting services to meet diversified needs. Alternative Investment Consulting focuses on clients who share a common expectation of impeccable service combined with the desire to experience the best alternative investment the market has to offer.
www.alternativeinvestments.cc
- American Qualified Plans, Inc
Providing information and services about ESOPs, appraisal, administration, financing techniques, and 401(k).
www.aqp.com
- Amtec
Computes rebatable arbitrage from the investment proceeds of tax exempt bonds for financial professionals.
www.amteccorp.com
- Andrew Kalotay Associates (AKA) - New York, NY
Valuation of fixed income securities, particularly bonds and derivatives.
www.kalotay.com
- APIforex
Hong Kong-based consultants offering technical analyses of forex markets, currency forecasting, news updates, and research statistics. Includes articles about technical indicators, trading history, and money management.
www.apiforex.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
- Athis Finance
Portfolio management, financial investments, and tax advice dedicated to foreign private investors.
www.athis-finance.fr
- Avera Global Partners
San Francisco-based investment advisory firm specializing in alternative investments.
www.averagp.com
- B/D Compliance Partners, Inc.
Offers securities industry consulting including new broker/dealer startups, compliance audits and meetings, expert witness testimony, and more.
www.bdcompliancepartners.com
- Batterymarch Financial Management, Inc.
www.batterymarch.com
- BDC Financial
Provides customized alternative investment products and servicing solutions.
www.bdc.com
- Beacon Verification Services
Offers AIMR Verification.
www.beaconvs.com
- Beanstalk Management
Corporate advisory and business broker service specializing in selling businesses for the maximum value, raising finance, and providing strategy consulting.
www.beanstalkmanagement.co.uk
- Bodnar Financial Advisors
Assisting clients in the creation and preservation of wealth and helping clients achieve their life objectives with a sense of security.
www.bodnar.net
- Bridgebay Financial, Inc.
Offers corporate liquidity portfolios, SEC market risk disclosure analysis, money manager selection, and more.
www.bridgebay.com
- Broker Dealer Compliance
Provides compliance, operational, and financial services to the securities broker dealers and registered investment advisors.
www.regulatorycompliance.com
- Brookwood Investment Advisors
www.stockdoc.com
- Brown, Cal
Offering financial planning, tax and retirement strategies.
calbrown.com
- Callan Associates Inc
Investment consultant for foundations, pension funds and investment managers.
www.callan.com
- Cambridge Advisors
Alliance of fee-only personal financial advisors throughout the U.S. serving Middle America. We accept no commissions and sell no products.
www.cambridgeadvisors.com
- Cambridge Associates, Inc.
Independent firm providing advisory and consulting services for endowments and other nonprofit institutions.
www.cambridgeassociates.com
- Cambridge Investment Advisor
Specializing in 401k , health care consulting, flexible employee benefit plans, and human resources.
www.cambridgegroup.net
- Carramar Limited
Offers expertise in international interim management, business development, and project management.
www.carramar.co.uk
- Century Management Investment Counselors
Offers portfolio management and comprehensive financial planning for families, trusts, pensions, and businesses.
www.centman.com
- China Business Group
Advisory and investment services to help companies achieve rapid and sustained success in China.
www.cbg-inc.com
- China Update
Provides firms throughout Canada and the U.S. with business information and consultation on commercial and investment opportunities with China.
www.chinaupdate.com
- CI Consultancy
Provides consultancy, products and software services to the financial services industry.
www.comit.ie
- CINE-TEC
Technical investment and marketing advisors to motion picture speculation funds sponsored by studios, firms, and independents.
cine-tec.com
- CMS Financial Services
Third-party investment consultant offering asset allocation, manager/fund selection, portfolio accounting, and performance measurement services.
www.cmsfs.com
- Cobeco, Inc.
Provides investment advisory services and research for international fund managers, institutions, and companies interested in African and Caribbean markets and investment opportunities.
www.cobeconet.com
- Cochrane, George
Consulting in Australian gold investing.
www.cochrane.net.au
- COMSTAT Capital Sciences Inc
Capital asset consulting group in Western Canada.
www.comstat.ca
- Concord Advisory Group, The
Offers consulting services for mid-sized institutional investors, including asset allocation, investment manager search, and fee reduction.
www.concordadvisory.com
- Cooper Consultants
Pension fund consulting firm.
www.institutional-research.com
- D&G Sciences
Offers independent estimates of cost-to-complete, and time-to-finish research and development projects.
www.dgsciences.com
- Decker & Associates, Inc.
Financial planning and education for individuals and corporations.
www.deckerusa.com
- Derivatives Portfolio Management
Provides a full range of investment reporting and analytical services, enabling evaluation of portfolio risks and performance.
www.dpmllc.com
- EAG Consultants
Provides consulting services to investment firms, banks, mortgage lenders, and other organizations in the consumer credit industry that are seeking strategic change.
www.eagconsultants.com
- Eagle Investment Systems
Serving the financial and banking industries by offering investment data warehousing and consulting.
www.eagleinvsys.com
- Emerging Markets Management, LLC
Institutional investment firm dedicated to the management of emerging markets equities in Asia, Latin America, Europe, and Africa.
www.emi-emm.com
- Executive Financial Group [EFG]
Coordinates corporate finance with wealth creation, wealth conservation, business planning and executive benefits.
www.efg-inc.com
- FC Global Service
Offers investment planning services, feasibility studies, market quotes and news, and investor information.
www.fcglobalservice.com
- FCA Corp.
Financial planning and investment advisory services on a fee only basis.
www.fcacorp.com
- Financial Computer Support
Provides computer and administrative support for financial planners and insurance agents. Offers dbCAMS portfolio management software.
www.dbcams.com
- Financial Concept Group
Information on a wide range of financial products to help create a financial plan.
www.fcg.ca
- Financial Planning Interactive
Interactive information resource for professional financial planners and investment advisors.
www.financial-planning.com
- Fincoord Finance Coordinators Ltd. - Zürich, Switzerland
FFC is a privately-owned consulting firm seated in Switzerland offering financial and strategic advisory and management services tailor-made for the Polish market.
www.fincoord.com
- Frank Russell Company
Multi-manager solutions for investment managers and capital markets.
www.russell.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
- G.W. Henssler and Associates
www.henssler.com
- Gamla Stan Group
Founded in May, 1996, as an IPO marketing & strategy consulting firm. Distributor of "EASDAQ: An Entrepreneur's Guide to Going Public."
www.gamla.com
- Go Public Today
Offers information and services to take a company public on the OTC BB and raise capital with a direct public offering.
www.gopublictoday.com
- H.D. Vest Financial Services
Provides products and services to assist tax and accounting professionals in becoming financial services centers for their clients.
www.hdvest.com
- Hopgood Group, The
Consulting exclusively for hotel investments.
hopgoodgroup.com
- Ibbotson Associates
Consulting, training, and other services for the kinds of investment and financial problems facing financial planners, brokers, investment managers, and corporations.
www.ibbotson.com
- ILX Systems
Developers of PC-based and online information systems providing data, news, and analytics for financial services companies.
www.ilx.com
- Interface Management Limited
International business management, finance and tax consultants located in the Island of Jersey, Channel Islands.
www.interface-management.com
- International Institute of Trading Mastery, Inc. (IITM)
Helps investors and traders improve performance and maximize returns thru self-improvement.
www.iitm.com
- Invest Securities Consulting, P.C.
Advisory firm specializing in investment fraud, stockbroker disputes, damage calculations, Internet trading problems, and market regulations.
www.securitiesexpert.com
- Investing God's Way
Christian investment advisory services that offers recommendations to members.
www.investinggodsway.com
- Investment Reference
Specializes in compliance consulting, FCM field audits, series 3 instruction, and CTA and CPO disclosure document preparation.
home.earthlink.net/~irfutures
- Investors Bank and Trust
Provides customized securities processing services for institutional investors.
www.investorsbnk.com
- ITG
(NYSE:ITG)
Provider of technology-based equity trading services and transaction research to institutional investors and brokers.
www.itginc.com
- J.H. Ellwood and Associates, Inc.
Independent firm that advises clients in the design, implementation, and ongoing supervion of their retirement plan, endowment, and foundation investment programs.
www.jhea.com
- Jabez Advisory Group
Provides personal and corporate portfolio analysis and asset allocation as well as tax, financial, and insurance planning.
www.jabezadvisory.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
- John Piccitto Consulting Ltd.
Provides management consultancy services in the fields of global equity finance, documentation analysis and procedures, training, and expert industry opinion on a world-wide basis.
www.site.yahoo.com/piccitto
- Johnston Investment Counsel (JIC)
An independent, full-service, fee based investment consulting and advisory firm serving institutional and individual investors.
www.jicinvest.com
- Karagosian Financial Services
Provide financial consulting and money management services to individuals and institutional investors.
www.toinvest.com
- Kobren Insight Group
www.kobren.com
- Lynx Investment Advisory, LLC
Offers investment management solutions.
www.lynxinvestment.com
- Main Street Research
Information about our services, plus market commentaries, advice, and financial links.
www.ms-research.com
- Marketing Consulting Corporation
Consultants in investment and trading litigation. Specializes in broker/customer disputes regarding stocks and bonds, options, commodity futures, and currency trading.
www.market-consulting.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
- Menke & Associates, Inc.
Qualified tax-exempt Employee Stock Ownership Plan (ESOP) firm, offering financial/legal consultation, plan administration, business appraisals, investment banking services.
www.menke.com
- Mesirow Financial
Provides a full range of financial and investment services.
www.mesirow.com
- MGL Consulting Corporation
Specializes in providing registration and compliance services to broker/dealers and investment advisors.
www.mglconsulting.com
- Midwest Fiduciary Services, Inc.
Conducts audits of investment advisors, committees, and managers as fiduciaries, provides consulting for ERISA employee benefit plans, and provides investment advisory services.
www.midwestfiduciary.com
- Moreno's Investments
Specializes in client-focused portfolios blending blue chip, high tech and financial securities for growth or income.
www.morenos.com
- Murray Financial Group
Provides personal and professional financial advice including investment management and financial and retirement planning services.
www.murrayfinancialgroup.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
- New England Pension Consultants
Independent, full service consulting firm that provides institutional clients with comprehensive investment counseling and performance measurement.
www.nepc.com
- OakBrook Investments, LLC
Specializes in large cap domestic equity investment strategies for institutional and retail clients, and mutual funds.
www.oakbrookinvest.com
- Pacific Investment Advisors
PIA offers investment and management services for foreign and domestic companies.
www.pacinv.com
- Pensions and Investment Research Consultants (PIRC) Limited
Corporate governance service, investment advice and research.
www.pirc.co.uk
- Peter L. Bernstein, Inc.
An economic consulting firm to institutional investors and publisher of the Economics Strategy and Portfolio newsletter.
www.peterlbernsteininc.com
- Phoenix-Hecht
www.phoenixhecht.com
- 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
- ReFlow
Provides auction model for short-term liquidity needs of mutual funds.
www.reflow.com
- Royal Alliance
Offers registered representative opportunities for independent professionals.
www.royalalliance.com
- S&FA Capital Services, Inc.
Provides consultation to clients in the financial services industry to meet regulatory, marketing, and strategic challenges.
www.sfacs.com
- Sarofim Realty Advisors
Investment advisory firm specializing in real estate.
www.sraco.com
- SEI Investments
(Nasdaq:SEIC)
Offers trusts, funds, banking, investment advisors, and other services.
www.seic.com
- Spectrum Pension Consultants, Inc.
Providing services to sponsors of qualified pension and profit sharing plans.
www.spectrumpension.com
- Stock Transfer.Com
Offers to assist companies in finding a stock transfer agent.
www.stocktransfer.com
- Thomas Murray Ltd
Management consultancy that specialises in global custody, global securities services, and risk management .
www.thomasmurray.com
- Traders Accounting
Offers advice on tax planning, entity formation, tax preparation, day trading services, and 401(k) services.
www.tradersaccounting.com
- Trend Analysis, Ltd.
Independent analysts and researchers who provide daily technical commentaries on the world's major foreign exchange, bond and commodity markets and provide a consultancy service.
www.trend-analysis.co.uk/index
- Trepp Group
Software and consulting firm servicing the structured finance community. Specialists in CMO, CMBS, ABS and whole loan securities.
www.trepp.com
- TriOptima
Offers a method for the reduction of credit risk, capital costs, operational risk, and operational costs in the OTC derivatives industry.
www.trioptima.com
- US Business Exchange (USBX)
Investment bank providing consultancy services for mergers and acquisitions including exclusive sales and divestitures as well as private placements for middle market businesses.
www.usbx.com
- Wayne W. Kollas, Inc
Offers business continuation, insurance, executive benefits, and financial planning for closely held businesses and their owners.
www.waynekollas.com
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