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.- Category ID : 51051
Holding company with subsidiaries which manage variety of equity, fixed income and gold funds and provide discount brokerage services to customers. (Nasdaq: WNMLA).
An independent company that provides specially selected investment products to institutional and family office investors in the Middle East and Europe.
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.
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.
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.
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.
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.