List of Investment Consulting Related Companies

• A.S.A.P. Data Exchange, Inc. - provides web-based marketing tools that streamline marketing activities for investment management firms.
• activeTRADE - provides quotes, chats, seminars, training, and other educational products and services for day traders.
• Allegheny Financial Group - financial planning consultants specializing in investment services, asset management, broker services and mergers and acquisitions.
• Alliance Pension Consultants, Inc.
• Alpha Services Limited - provides offshore company formation as well as trusts, offshore trusts, and ship registration.
• Alternative Investments Corporation - financial engineering firm specializing in convertible securities which includes convertible arbitrage.
• American Qualified Plans, Inc - providing information and services about ESOPs, appraisal, administration, financing techniques, and 401(k).
• Amtec, Inc - computes rebatable arbitrage from the investment proceeds of tax exempt bonds for financial professionals.
• Andrew Kalotay Associates (AKA) - New York, NY - valuation of fixed income securities, particularly bonds and derivatives.
• ASC Advisory Group, Inc. - Alexandria, VA - fee only investment planning services for U.S. and international fiduciaries.
• Asset Planning Corporation - provides financial planning services to individuals, families, and corporations.
• Asset Strategy Consulting - Los Angeles, CA - an institutional investment consulting firm for pension funds, insurance companies, foundations and endowments.
• Athis Finance - portfolio management, financial investments, and tax advice dedicated to foreign private investors.
• Barksdale Group, The - investment and advisory group committed exclusively to growing companies in internet services.
• Batterymarch Financial Management, Inc.
• BFI Consulting AG - Swiss financial service company offering low-risk, conservative investment products; Swiss annuities, gold investment, international banking.
• Bodnar Financial Advisors - assisting clients in the creation and preservation of wealth and helping clients achieve their life objectives with a sense of security.
• Bridgebay Financial, Inc. - offers corporate liquidity portfolios, SEC market risk disclosure analysis, money manager selection, and more.
• Broker Dealer Compliance - provides compliance, operational, and financial services to the brokerage community.
• Brookwood Investment Advisors
• Brown, Cal - offering financial planning, tax and retirement strategies.
• BurtonGilbert Associates - provides Internet strategies, research, and news for mutual funds and other investment management firms.
• C. Jones & Company - investor relations: All aspects of investor communications are supported. Financial consultants: beginning as early as product inception.
• Caliente Consulting, Inc. - dedicated to providing individuals and small businesses with investor relations and investment banking activities.
• Callan Associates Inc - investment consultant for foundations, pension funds and investment managers.
• Cambridge Advisors - alliance of fee-only personal financial advisors throughout the U.S. serving Middle America. We accept no commissions and sell no products.
• Cambridge Associates, Inc. - independent firm providing advisory and consulting services for endowments and other nonprofit institutions.
• Carramar Limited - serving clients needing to rationalise assets or invest in buildings, facilities, equipment or infrastructure.
• China Business Group - advisory and investment services to help companies achieve rapid and sustained success in China.
• China International Economic Consultants
• China Update - provides firms throughout Canada and the US with business information and consultation on commerical and investment opportunities with China.
• CI Consultancy - provides consultancy, products and software services to the financial services industry.
• Citywatch Ltd - UK provider of shareholder information and analysis.
• CMS Financial Services - third-party investment consultant offering asset allocation, manager/fund selection, portfolio accounting, and performance measurement services.
• Cobeco, Inc. - provides investment advisory services and research for international fund managers, institutions, and companies interested in African and Caribbean markets and investment opportunities.
• Cochrane, George - consulting in Australian gold investing.
• COMSTAT Capital Sciences Inc - capital asset consulting group in Western Canada.
• Cooper Consultants - pension fund consulting firm.
• David McClean Associates - consulting services for mutual fund compliance, offshore funds, brokerages and other investment companies.
• Decker & Associates, Inc. - financial planning and education for individuals and corporations.
• Dennis C. Loeser N.V. - pension consultant and money investment organization on Curacao, the Netherlands Antilles.
• Derivatives Portfolio Management - provides a full range of investment reporting and analytical services, enabling evaluation of portfolio risks and performance.
• Dunleavy and Company - offers audits, bookkeeping, and consulting services to securities broker/dealers.
• Eagle Development Group, Inc. - serving the financial and banking industries by offering investment data warehousing and consulting.
• Equity Analytics, Ltd. - Hempstead, NY - information on technical analysis of the stock, option, bond, and futures & commodities, markets.
• Executive Financial Group [EFG] - coordinates corporate finance with wealth creation, wealth conservation, business planning and executive benefits.
• FCA Corp. - financial planning and investment advisory services on a fee only basis.
• Financial Computer Support - provides computer and administrative support for financial planners and insurance agents. Offers dbCAMS portfolio management software.
• Financial Concept Group - information on a wide range of financial products to help create a financial plan.
• Financial Planning Interactive - Interactive information resource for professional financial planners and investment advisors.
• 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.
• Fiserv Correspondent Services, Inc.
• Fourseasons Energy Source - erves investors seeking diversified energy investments.
• Fridrich Capital Services - investment consulting in the Czech republic, including wide range services, due diligence providing, mergers and acquisitions, and investment opportunities.
• G.W. Henssler and Associates
• Gamla Stan Group - founded in May, 1996, as an IPO marketing & strategy consulting firm. Distributor of "EASDAQ: An Entrepreneur's Guide to Going Public."
• Green Mountain Asset Management Corp - investment research based in part upon Warren Buffett's principles. Written commentary, usually downloadable spreadsheet, and financial tables. Performance of prior recommendations provided in detail.
• Harris, Paige & Co. - registered investment advisors and registered representatives specializing in "passive" management styles and indexation.
• Hopgood Group, The - consulting exclusively for hotel investments.
• Ibbotson Associates - consulting, training, and other services for the kinds of investment and financial problems facing financial planners, brokers, investment managers, and corporations.
• ILX Systems - developers of PC-based and online information systems providing data, news, and analytics for financial services companies.
• Innovate Financial Services - investments, insurance and budgeting services.
• Interface Management Limited - International business management, finance and tax consultants located in the Island of Jersey, Channel Islands.
• International Institute of Trading Mastery, Inc. (IITM) - helps investors and traders improve performance and maximize returns thru self-improvement.
• Invernet Capital Inc. - provides planning strategies to our selected group of customers.
• Investment Counseling, Inc. - provides strategy consulting and mergers and acquisitions advisory services to money management firms.
• Investment Reference - Specializes in compliance consulting, FCM field audits, series 3 instruction, and CTA and CPO disclosure document preparation.
• Investors Bank and Trust - provides customized securities processing services for institutional investors.
• Investors Capital Corp. - mutual fund investing utilizing the Nobel Prize winning Modern Portfolio Theory of Asset Allocation, Performance Monitoring and Automatic Rebalancing.
• Issuer Network - quarterly newsletter, market listing assessments, and other services for publicly traded companies.
• J. Patrick Calby - registered investment adviser. Produces a subscriber-only newsletter, The Patrick Calby Report.
• Janiczek & Company, Ltd - offers fee only financial, tax, estate, and retirement planning, and asset management for individuals, trusts, and pension plans.
• Karagosian Financial Services - provide financial consulting and money management services to individuals and institutional investors.
• Kobren Insight Group
• Lamaute Capital, Inc. - specializes in retirement plans with tips for employees who are changing, leaving, or losing a job.
• Laughlin Forum - investment services consulting.
• Macken Financial Group, Inc. - provides consultations for CPA firms on how to incorporate investment advisory services.
• Main Street Research - information about our services, plus market commentaries, advice, and financial links.
• Matrix Asset Allocation - investment advisory firm and consultant to independent financial advisors.
• Matrix Settlement & Clearance Services, LLC - automated mutual fund trading, settlement, and clearing services for banks, broker/dealers, trust companies, and third party administrators.
• Menke & Associates, Inc. - Qualified tax-exempt Employee Stock Ownership Plan (ESOP) firm, offering financial/legal consultation, plan administration, business appraisals, investment banking services.
• Mesirow Financial - provides a full range of financial and investment services.
• MGL Consulting Corporation - specializes in providing registration and compliance services to broker/dealers and investment advisors.
• Moreno's Investments - specializes in client-focused portfolios blending blue chip, high tech and financial securities for growth or income.
• Multinational Strategies, Inc. - a New York-based investment banking and sovereign advisory firm which specializes in the emerging markets of Central and Eastern Europe and the former Soviet Union.
• National Regulatory Services, Inc. - NRS and NRS Systems provide consulting services and software to the investment adviser and broker dealer compliance industry.
• New England Pension Consultants - independent, full service consulting firm that provides institutional clients with comprehensive investment counseling and performance measurement.
• OakBrook Investments, LLC - specializes in large cap domestic equity investment strategies for institutional and retail clients, and mutual funds.
• Okno Group - Policy consulting for clients interested in trade and investment in E Europe and the former Soviet Union; Arranges trade deals in the region.
• Optimarket, Inc. - provides information about acquiring government assets being privatized in Azerbaijan.
• Pacific Investment Advisors - PIA offers investment and management services for foriegn and domestic companies.
• Patton Consulting - registered investment advisory serving investors in U.S. equities.
• Pensions and Investment Research Consultants (PIRC) Limited - corporate governance service, investment advice and research.
• Peter L. Bernstein, Inc. - an economic consulting firm to institutional investors and publisher of the Economics Strategy and Portfolio newsletter.
• Phoenix-Hecht
• Pizzano & Company, Inc - Management and economic consulting firm, specializing in sales and market forecasting, marketing analysis and demand planning.
• Rancho San Diego Financial Services - providing fee-only tax advice, financial planning, and investment counseling.
• Risk And Derivatives Consulting Board, Inc. - consults to determine a client's level of compliance with successful principles of risk management.
• Robert Schachter, CLU, ChFC - gives financial advice and offers financial products with regard to retirement, and income replacement.
• Ron Kelemen, CFP - financial planning with particular expertise in retirement planning, estate planning, and investment strategies.
• Royal Alliance - offers registered representative opportunities for independent professionals.
• Royal Trust Wealth Management - helping clients achieve financial goals by addressing their total financial picture with trained advisors and service offices across Canada and abroad.
• S&FA Capital Services, Inc. - provides consultation to clients in the financial services industry to meet regulatory, marketing, and strategic challenges.
• Sarofim Realty Advisors - investment advisory firm specializing in real estate.
• Schwarz Signs - deaf financial planner helping deaf and hard of hearing people move toward their financial independence goals.
• Scudder Funds of Canada
• Securities Consultants Inc. - provides consulting and service bureau services to broker/dealers, including SEC/NASD reporting requirements, registrations, and books and records services.
• Securities Regulatory Professionals - provides branch audits, model written supervisory procedures, registration assistance, and other compliance consulting.
• Spectrum Pension Consultants, Inc. - providing services to sponsors of qualified pension and profit sharing plans.
• Stock Transfer.Com - offers to assist companies in finding a stock transfer agent.
• Stratevest Group - offering high personalized investment and asset management services to individuals, businesses and institutions.
• Studio Parlati Associated Consultants - mergers & acquisitions, crisis management, business development in Italian and Eastern European markets, financial support and consultancy cybermarketing strategist
• Taylor Investments - investment advisory firm; invests in undervalued, quality companies where management uses cash flow to build shareholder value.
• Thomas Murray Ltd - management consultancy that specialises in global custody, global securities services, and risk management .
• 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.
• Trepp Group - software and consulting firm servicing the structured finance community. Specialists in CMO, CMBS, ABS and whole loan securities.
• VBM Consulting - offers Value Monitor International - a service designed to help monitor, create and maximise value within an organisation.
• WebTrust.com - Living trusts and legal documents for estate and tax planning available via online application. Legally reduce taxes and increase privacy by using a multiple trust estate structure.
• Wood Gundy Private Client Investments - providing professional investment advice to individual investors in Canada.
• Yanni-Bilkey Investment Consulting - providing investment advisory services on performance measurement, asset allocation, developing investment objectives, and the evaluation of investment managers.
• Zielsdorf Financial Group - A wealth management firm catering to the needs of higher net worth individuals and small to mid-size corporations.

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