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.
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Actera is a major private equity fund with a focus in Turkey. Site in English and Turkish.
Diversified investment consulting and managing, blending fundamental research and quantitative analysis.
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.
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.
Money-management company. Implements customized portfolios of securities for their clients, in Separate Accounts.
Firm that invests principally in commercial-stage biopharmaceutical products and companies.
Personal and small-business financial planner with full service, including investment and estate planning. Located in Canada.
Subscription-based services and tools for the evaluation of mutual-fund managers' performances and fees, tailored for investment professionals and individual investors alike.
Personal information and blog by Jose Paul Martin, an investment banker and financial advisor.
New York investment advisory firm specialized in active value-oriented portfolio strategies for top-ranked global and regional equity funds.
Toronto-based firm offering Canadian and global investment management and advisory services.
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.
Innovative but sound investment strategies.
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.
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.
Investment firm providing actively-managed portfolios of funds, fixed income and stocks.
Registered investment advisor (RIA) firm providing individually-tailored portfolio management and financial planning services.
An independent company that provides specially selected investment products to institutional and family office investors in the Middle East and Europe.
Global, private investment firm focused on public and private equities. Managers of Savoy Special Situations, a conservative long/short hedge fund.
Holding company with subsidiaries which manage variety of equity, fixed income and gold funds and provide discount brokerage services to customers. (Nasdaq: WNMLA).
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.
Global, private investment firm focused on public and private equities. Managers of Savoy Special Situations, a conservative long/short hedge fund.
Innovative but sound investment strategies.
Personal and small-business financial planner with full service, including investment and estate planning. Located in Canada.
Personal information and blog by Jose Paul Martin, an investment banker and financial advisor.
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.
Actera is a major private equity fund with a focus in Turkey. Site in English and Turkish.
Firm that invests principally in commercial-stage biopharmaceutical products and companies.
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.
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.
Subscription-based services and tools for the evaluation of mutual-fund managers' performances and fees, tailored for investment professionals and individual investors alike.
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.
Investment firm providing actively-managed portfolios of funds, fixed income and stocks.
Registered investment advisor (RIA) firm providing individually-tailored portfolio management and financial planning services.
New York investment advisory firm specialized in active value-oriented portfolio strategies for top-ranked global and regional equity funds.
An independent company that provides specially selected investment products to institutional and family office investors in the Middle East and Europe.
Diversified investment consulting and managing, blending fundamental research and quantitative analysis.
Money-management company. Implements customized portfolios of securities for their clients, in Separate Accounts.
Toronto-based firm offering Canadian and global investment management and advisory services.
Holding company with subsidiaries which manage variety of equity, fixed income and gold funds and provide discount brokerage services to customers. (Nasdaq: WNMLA).

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October 11, 2023 at 6:05:11 UTC

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- Recently edited by merlin1
- Recently edited by merlin1