|
Circle Trust Company - circletrust.com
Mutual fund trading, retirement investments, assets management, trust services and self-directed brokerage
wealth transfer Financial Services Group back office National Securities Clearing Corporation portfolio planning advisors assets optimization TPA Connection investment services trust fund services Third Party Administrators settlement investment manager IRA services Orbitex benefit plan Columbus Circle Investors 401k mutual funds securities
|
| |
|
Provident Investment Counsel - provnet.com
Located in Pasadena since 1951, a growth style money manager
small cap mid cap investment advisor separately managed investment services wrap fee IRA money management investment manager fixed income stocks mutual fund money manager no load fund growth equity institutional investing taxable asset management registered investment advisor retirement Provident Investment Counsel financial advisor
|
| |
|
QED Information Systems, Inc. - qedinfo.com
Information Systems, Inc. is a leading provider of portfolio management and accounting software for institutional investors
securities securities state treasury pension fund state treasuries dennis case investment keith brodhead QED Q2 institutional investor investment advisor nav treasuries accounting IMS-2000 joe potesta performance measurement portfolio management business systems portfolio
|
| |
|
Benefit Planning Services - bpsfinancial.com
Fee-only investment management, financial planning and charitable consulting
portfolio manager manager money investment manager bonds portfolio management money manager investment council registered investment advisor Benefit Planning Services investment management institutional net worth Orange County equities stocks investments investment
|
| |
|
Financial Information Network - fingps.com
Real-time portfolio management and accounting solutions for large-to-medium investment firms. Systems include SMA sponsor-capable integrated MDA, order management, block trading, manage-by-model, performance, fee billing, electronic trading, and automated reconciliation
performance systems asset management software for global securities reconciliation style analysis back office trading aimr compliant AIMR compliance SMA sponsor systems performance reporting performance analysis decision support order management systems sma security settlement global portfolio management software Financial Information Network pre-trade compliance stocks separately managed accounts
|
| |
|
NMF Asset Management - nmfasset.com
Woman owned investment management firm specializing in small cap, multi cap, and socially responsible investments for institutional portfolios and high net worth individuals
NMF woman owned Nola Falcone investment manager emerging manager Asset Management Nola Maddox Falcone NMF Asset Management Nola Maddox Falcone small cap socially responsible
|
| |
|
Pillar Capital Advisors - pillarcapital.com
Manages a broad range of accounts, including retirement, foundation, individual and corporate portfolios
money manager foundations investment manager growth stocks equity manager charitable giving personalized investment solutions Utah UT portfolio management
|