- Trillium Asset Management
- San Francisco
Dedicated solely to socially responsible, activist investing.
www.trilliuminvest.com
- Data Shaping Solutions
- Pittsburg
Online trading signals, stock market trends, and day-to-day performance from proprietary strategies with daily updates for all stocks. Also offers various related tools, seminars, and newsletters.
www.datashaping.com
- American Society of Appraisers
An international, independent teaching, testing and certifying appraisal society representing the multi-disciplines of the valuation profession.
www.appraisers-norcal.com
- BullTrade
- Mountain View
Stock newsletter and financial forum designed to help the common investor make educated investment decisions.
www.bulltrade.com
- Iverson Financial Systems, Inc.
- Sunnyvale
Offers research-quality technical market data and services to the institutional investment community.
www.iverson.com
- Sutro & Co.
- San Francisco
Branch office locations throughout California, Arizona and Nevada.
www.sutro.com
- Commonwealth Foreign Exchange, Inc.
- San Francisco
Offers tools and services to facilitate foreign payments and receivables.
www.comfex.com
- Quality Management Consultants
- Larkspur
Assisting accredited investors with all aspects of hedge fund investing.
www.qmcllc.com
- Avera Global Partners
- San Francisco
San Francisco-based investment advisory firm specializing in alternative investments.
www.averagp.com
- Emerging Growth Management Co.
- San Francisco
Provides asset management services to pension plans, endowment funds and high net worth individuals.
www.egm.com
- PM Investments
- Novato
Provides financial planning to individuals and organizations.
www.protectmoney.com
- Wetherby Asset Management
- San Francisco
Investment advisory services for individuals, families, trusts, institutions and pension plans.
www.wetherby.com
- California Investment Trust Fund Group
(Nasdaq:EQTIX)
- San Francisco
No-load mutual funds including equity, fixed income, and money market funds.
www.caltrust.com
- Dodge and Cox Funds
- San Francisco
Offers no-load stock, balanced, and income funds.
www.dodgeandcox.com
- Retirement Benefits Planning, LLC
- Alamo
Provides independent financial advice and asset management services for individuals and retirement plans.
www.rbpadvisors.com
- ClearPath Capital Partners
- San Mateo
Offers private wealth management.
www.clearpathcapital.com
- Belvedere Group
- Tiburon
Registered Investment Advisors. Offers market commentaries, advice, and information about our investment services.
www.bgone.com
- Bear, Inc.
- San Carlos
Receive a snapshot valuation of your company or small business by submitting a web form.
www.bearval.com
- Progressive Asset Management, Inc.
- Oakland
Investment firm specializing in socially responsible investing.
www.progressive-asset.com
- Dolan Capital Management
- Palo Alto
Registered investment advisor and financial planning firm.
www.dolancap.com
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