Investment Management

Forge Origination is a buy-side sourcing and advisory firm. We bring investors and business owners together, facilitating accretive deals that help businesses thrive for the long-run. We operate in the lower-middle market and focus on executing buy & build strategies in fragmented markets that rang

Based in fast-paced, sunny Los Angeles, the JSF Financial team has a passion for helping our clients achieve their financial goals. We focus on listening to what is important and provide innovative wealth management and planning solutions – now and for the future. JSF Financial was founded in 19

We provide a platform for Bristol University students to dig deep into all aspects of investment management. Our investment team members develop an unparalleled understanding of financial markets dynamics; learn in-depth about publicly traded securities; pitch to professionals; get unrivaled access

Coast is a global management company that specializes in developing and enhancing CMMS & SaaS systems for various industrial sectors.

Capital Appreciation is focused on investing in and growing businesses that deliver compelling, innovative and disruptive technology solutions to Financial Institutions and other clients, allowing them to develop and introduce new products, deliver value to their customers, improve efficiency and co

ICR Westwicke is the largest healthcare focused investor relations firm in the country. We provide customized investor relations programs and independent capital markets advice to small and mid-cap healthcare companies. Our background is unique in that our senior professionals all come directly from

Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. We are a full-service brokerage and investment advisory firm, offering comprehensive solutions with a customer-centric focus. Our speciali

More than a market neutral pioneer, we invest in people, partnerships, and a purposeful future. For more market insights, follow us on Twitter @WeissMultiStrat

Genesis was founded in 1989 as a manager of Emerging Market equities for institutional clients. We are a Partnership that brings a team approach to a single investment strategy. We are a large boutique and currently manage a number of separate accounts and five pooled funds. We think we can best de

Akram is a trusted adviser to alternative fund managers – the cornerstone of our business. Our laser focus on this industry allows us to provide highly specialized accounting, audit, and tax services that are accurate and affordable. Our team of professionals is well versed in the nuances of hedge f

Founded in 1993, Infinex Financial Group is a broker-dealer powerhouse that prides itself on an unwavering commitment to serving the interests of our clients. Personalized support and relationships matter to us. Because we are owned by banks, we are empowered to deliver top-notch support and servic

They are an investment holding company specializing in the business process outsourcing sector. They have an unbroken track record of over a decade in generating positive returns on each investment they have made. They pride ourselves on their extensive operational focus throughout the investing cyc

Founded in 2000, Security National Trust is a Federally Chartered Independent Trust Company providing financial services to clients from our offices in Wheeling, WV, Huntington, WV, and Lancaster, PA. As fiduciaries and trust professionals, we partner with clients and their families to offer top-not

Founded in 1998, our ambition at Michigan Interactive Investments (MII) is to be the most successful undergraduate investment club of all time, based in the Stephen M. Ross School of Business. Consisting of 60 members, we turn ambition into action. Through the management of a $25,000 fund and the pr

As a MassMutual Firm, Blue Ocean Wealth Solutions has a foundation of financial strength and stability as well as local resources to provide clients with customized financial solutions. Our Financial Professionals work closely with individuals, business owners and employers to provide a full range o

Acadian Asset Management Inc. is the NYSE listed holding company of Acadian Asset Management LLC. Acadian offers institutional investors across the globe access to a diversified array of systematic investment strategies designed to meet a range of risk and return objectives. Acadian Asset Managemen

Students in Money Management (SIMM) provides an experiential learning opportunity that extends beyond a normal classroom environment. Here in SIMM, we manage real money based on our own valuation techniques and portfolio strategies, and the gains and losses we experience are real. We gain hands-on e

For over 10 years, Social Discovery Ventures (SDV) has been investing in multiple asset classes. We deliver consistent above-market returns while keeping our risk level reasonably low. Our approach is based on a deep understanding of economic and technology cycles, rigorous discipline, and heuristi

At Bridge Generations, our family of advisors is focused on providing peace of mind as we help you transform those greater aspirations into tangible realities. Our hands-on, no-nonsense approach to wealth management is designed to cut through the clutter and help you get to where you want to be. Br

ARS designs, develops, and facilitates distribution of institutional lifetime income products that help Americans solve their biggest challenge in retirement—outliving their money. Founded in 2020 by the leaders of Annexus Group, the company’s over-arching philosophy centers on delivering better par

Complementa assists institutional investors and high net worth individuals in matters of financial and organisational management since 1984. We exclusively represent the interests of our clients and point out risks, alternatives and optimisation potential. Our experience and expertise extends across

Asia Financial Holdings Ltd. (HKSE: 0662. HK) is a Hong Kong-listed, premier investment holding company. With decades of traditional expertise and extensive networks across the Asia Pacific, they identify opportunities within insurance and healthcare service industries that boost innovation and driv

Way2Wealth provides a wide range of personalized wealth-management and investment services to its retail and institutional clients. These include equities, commodities and currency trading, portfolio advisory and management services, investment advisory services, distribution of mutual funds, IPOs,

Shelton Capital Management is a multi-strategy asset manager that delivers sophisticated investment solutions. Founded in 1985, Shelton Capital Management has maintained consistent investment principles and a steadfast focus on authentic client service. Our investment solutions include mutual fun

We strive to be the first choice for international, professional and institutional crypto asset investors. We are the trusted partner for all client groups, especially institutional investors, corporates, and sophisticated retail clients. Together with our partners, the Boerse Stuttgart Group, we

Equance est une société de Conseil en Gestion Privée proposant des prestations allant du Conseil en gestion de Patrimoine, au suivi fiscal et à la mise en œuvre de solutions pour le compte de résidents et non-résidents français. La société s’appuie sur un réseau de consultants répartis sur le te

Dream Ventures is an early-stage venture capital firm focused on building high-growth and disruptive companies.

Wir von Value One entwickeln und betreiben Immobilien und Stadtteile, die mehr bieten: mehr Weitblick, mehr Lebensqualität, mehr Freude. Wir denken über Grenzen hinweg, sind international tätig und blicken auf über 20 Jahre Erfahrung zurück. Anspruch unserer drei Geschäftsfelder Development, Operati

Astra Asset Management UK Limited is an award-winning Asset Manager investing in US & European Asset Backed Credit. It has an eleven-year track record of generating double-digit returns. The firm manages US and European Hedge Fund and Private Credit strategies across the credit spectrum including le

Measure 8 Venture Partners, LP is an alternative investment vehicle created to capitalize on the emergence of the U.S. and global cannabis industry.

Schilit Forensics is an expert forensic accounting consultancy serving institutional investors, corporations, and other stakeholders. It provides customized and proprietary due diligence research based on forensic accounting analysis, as well as educational and training programs.

The nation’s leading experts in setting your mindset in order to think bigger and invest in large multifamily properties ensuring financial freedom.

Since 2006 Worcester Investments has collaborated with over 100 partners who have invested over $100 MM of private equity. In partnership with their investors, Worcester Investments has $250 MM assets under management, including 2,800+ apartment units in the greater Kansas City area. Worcester Inves

Kuvare Asset Management (KAM) offers institutional investors access to differentiated, innovative capital solutions. Our rigorous, collaborative investment approach seeks to drive value for our clients through deep underwriting and structural complexity. For more information about KAM, please visi

We are experts in Investment, Financial Advisory, Stock Brokerage, Investment Banking, Corporate Finance, Pension Fund Management and Asset Management.

Macrosynergy was created in August 2009 by Robert Enserro and Nikos Makris. In January 2010, Macrosynergy launched its first investment fund, the Macrosynergy Trading Fund, a global macro fund that grew to peak assets under management of $950 million. In November 2010, Gavin Moule joined Macrosynerg

We offer practical, step-by-step training on index and ETF investing for successful Europeans. Thousands people have attended our trainings and have enrolled in our flagship training program the Index Masterclass.

Financial products & resources for Private and Corporate Clients. Guiding high net worth individuals, families, companies & other Wealth Management professionals to maximise the wealth they created.

TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT. For over 20 years, their firm has been a premier investment firm in Connecticut and beyond. Their dedicated financial advisors have decades of experience serving individuals and families, as well as

Nordic Financials ASA is a Norwegian registered investment company listed on Euronext Expand in Oslo.

Whether you’re looking for a traditional affiliation with benefits, a brokerage relationship or to operate independently, Pilot Financial offers several affiliation options. Securities, life, retirement products or all of the above, we’ll work hard to understand how you wish to operate, and we’ll c

Orion Resource Partners is a global alternative investment firm dedicated to creating investment solutions for metals and materials critical to sustainable economic growth. Our in-depth sector knowledge, global operations, and extensive network uniquely position us to create tailored investment solu

AdvisorFinder is the smarter way to find a financial advisor - based on your real needs, not just your zip code. Individuals and families facing major financial decisions - divorce, inheritance, equity comp, business exits - use AdvisorFinder to connect with advisors who specialize in those situati

Myer Family Investments (MFI) is a private investment company whose shareholders are members of the Sidney and Merlyn Myer family and related entities. We are long-term investors with a global, multi asset class portfolio and invest both directly and in partnership with high quality, like-minded in

Mint Tower Capital, established in 2010, is an Amsterdam based investment adviser to the Mint Tower Arbitrage Fund a multi-strategy fund specialized in volatility arbitrage with a long volatility bias. Via a quantitative approach and a qualitative overlay the fund invests almost exclusively via liqu

At PFM Asset Management we partner with public sector, non-profit and other institutions to build tailored, flexible investment solutions across Fixed Income and Multi-Asset strategies. We focus our efforts on liquidity management, investment-grade fixed income and outsourced chief investment office

Integrity, leadership and service are the hallmarks of LifeMark’s philosophy and business model. Founded in 1983, LifeMark is a nationally registered broker/dealer and SEC registered RIA, providing a “best in class” array of products and services to independent financial advisors, while maintaining

Accordant Investments LLC (“Accordant”) is an SEC registered investment adviser. At Accordant we believe RIAs can add significant value to clients’ financial outcomes through proper wealth and investment planning. RIAs are increasingly turning to private real estate, a vital third leg of a traditio

Daman Investments is a non-bank financial services company that was formed in 1998. Daman and its group of companies have grown rapidly to be recognized as an authority in its core markets which includes the UAE and the GCC. At Daman Investments we use our unparalleled expertise to deliver outstandi

Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group – an institution trusted for knowledge-based investing with a proven performance track record of over 37 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individ