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  • www.aksia.com
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Aksia is a specialist research and portfolio advisory firm providing alternative investment solutions to institutional investors... Aksia provides a spectrum of services from non-discretionary to discretionary depending upon each client's..
Relevance: 28.90872
  • sophis.co
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Sophis Investments LLC is a registered investment adviser providing discretionary and non-discretionary investment advisory services... We are a research-intensive, fundamental value investor in the public markets. We offer concentrated investment..
Relevance: 25.989937
  • hawk100.com
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Hawk100 provides Members continuous, fully discretionary investment advice. For assets held in accounts where you grant discretionary authority to Hawk100, we invest, sell, and reinvest proceeds in investments, at our discretion without obtaining..
Relevance: 25.291183
  • www.valentisadvisors.com
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Valentis Advisors Pvt Ltd (formerly known as Veda Investment Managers Pvt Ltd) was founded by Jyotivardhan Jaipuria in 2015 after his 21 year stint with DSP Merrill Lynch to offer investment management services. We obtained a Portfolio Management..
Relevance: 25.028595
  • www.mbfps.com
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Very few financial advisers have the necessary qualifications, authorisation and experience to carry out discretionary portfolio management. Our ability to provide these services has been of immense benefit to our clients... We are currently..
Relevance: 24.924385
  • capitalwealthplanning.com
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Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm, specializing in managing discretionary strategies. Investors and advisors can learn more about access to the institutional wealth management platforms through separately..
Relevance: 24.677055
  • www.japfm.com
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Our investment services are available on both a Discretionary and Advisory basis. Discretionary Management is our core service and allows clients to hand over day-to-day investment decision-making on their portfolio to our experienced Investment..
Relevance: 24.367237
  • ca.rbcwealthmanagement.com
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Monte provides more than 35 years of experience in the investment industry. Monte has been a discretionary portfolio manager since 2009 and provides a disciplined approach to portfolio management with a clear, objective and long-term methodology..
Relevance: 24.359114
  • www.canterburyconsulting.com
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Canterbury partners with clients on a full discretionary basis. We provide the same research rigor and customized portfolio construction we have always used with clients... Depending on the client's preferred level of discretion, Canterbury offers..
Relevance: 24.245384
  • odonnellwm.com
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O'Donnell Wealth Management is a full-service discretionary investment management firm. Discretionary investment management is a form of investment management in which buy and sell decisions are made by a portfolio manager for the client's account...
Relevance: 23.849974
  • dynamictree.com
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We are an independent investment management firm catering to high-net-worth and ultra-high-net-worth individuals and families who wish to preserve and grow their wealth... At Dynamic Tree, we provide discretionary portfolio management and investment..
Relevance: 23.051218
  • www.marketgradercapital.com
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It was a natural extension of MarketGrader's research activities to form MarketGrader Capital in 2012 as a limited liability corporation in the State of Florida and register as an Investment Adviser in 2016. Today, MarketGrader Capital provides..
Relevance: 22.921555
  • www.montgomerycapitaladvisors.com
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Montgomery Capital Advisors, LLC is committed to offering highly customized advice and superior services to a small cadre of discerning clients... Montgomery Capital Advisors, LLC, is an independent fee-only registered investment advisory firm,..
Relevance: 22.865932
  • www.moraviainvestments.com
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Moravia Capital Investments AG was formed by a highly experienced Private Market's team as an independent investment advisory and asset management boutique, focusing specifically on providing tailor-made investment solutions and specialty advisory..
Relevance: 22.812494
  • www.meltemi.biz
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Meltemi is an Investment Management Company based in London since 2003. It primarily provides discretionary and advisory investment management services to wealthy individuals and to family offices. Our objective is mainly capital appreciation for our..
Relevance: 22.649817
  • www.axgadvice.com
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AXG Advice is a regulated financial services firm. The team are comprised of industry professionals and talented financial practitioners, who have accumulated vast experience and skillsets with specialisations in pensions, research, analysis and..
Relevance: 22.492983
  • www.sogotrade.com
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Portfolio management and advisory services are provided by MarketRiders, Inc. (doing business as SogoTrade Asset Management ("SAM")), a registered investment advisor. Brokerage services are provided by SogoTrade, Inc. SAM provides discretionary..
Relevance: 22.464987
  • nesbittburns.bmo.com
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The Kubicek Carli Group works with clients to develop customized wealth creation programs and cash flow management strategies focused on the unique goals and objectives of each client... As Portfolio Managers, we are able to offer you a customized,..
Relevance: 22.340717
  • www.fosassetmanagement.com
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FOS Asset Management SA (FOS) is a Swiss based investment company, specialising in discretionary portfolio management as well as advisory services in private equity and real estate investments... Based in Geneva, FOS gathers an experienced team of..
Relevance: 22.127155
  • www.brooksandwest.com
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We offer professional discretionary portfolio management services to all of our clients. We assess your investment needs, goals and risk tolerance to create and maintain a personalized investment portfolio for your long term benefit... We build open..
Relevance: 22.051601
  • www.saylorwealth.com
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Cambridge Investment Research Advisors, Inc. offers investment advisory services to retail investors. These services include asset management, financial planning and consulting, retirement planning and consulting, and wrap fee programs. We also..
Relevance: 21.998972
  • mastinvestment.com
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Mast Investment Advisors, LLC is a registered investment advisory firm (RIA) which conducts extensive proprietary research and analysis located in Highland Park, IL near Chicago... Mast Investment will be offering three subscription options with..
Relevance: 21.943762
  • www.kvbamc.com
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KVB Kunlun Asset Management (HK) Limited provides discretionary portfolio management to clients in which clients sign a discretionary portfolio management agreement with us and allow us managing of their investment portfolios, including order..
Relevance: 21.696154
  • atlanticscreenmedia.com
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Atlantic Screen Media Limited is a discretionary managed portfolio service that uses our expertise to provide compelling investment opportunities that meet the strict EIS investment criteria... Atlantic Screen Media is a discretionary managed..
Relevance: 21.475008
  • tradexceed.com
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TradeXceed Investments Inc. is registered in British Columbia, Canada and provides Trade Management, Trade Advisory, Investment Advisory & Management Services to Institutions and Individual Clients Globally... We are pleased to offer Investment..
Relevance: 21.382156
  • ccminc.com
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CCM Investment Advisers, LLC is a registered investment adviser with over $1 billion in discretionary assets under management. We offer a complete array of investment styles with proven records of competitive investment returns... CCM Investment..
Relevance: 21.365328
  • www.brickcm.com
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Brick Capital Management, Inc. (BCM) was formed in 1992. BCM is a registered investment advisor that provides non-discretionary Investment Advisory Services to credit unions... Brick Capital Management, Inc. is a registered investment advisor and..
Relevance: 21.363731
  • www.capmadvisorybd.com
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CAPM Advisory Limited is a full-fledged Investment Bank, incorporated as a private limited company under Companies Act, 1994 in November 2011 and licensed as a full-fledged Merchant Bank under Bangladesh securities and Exchanges Commission (Merchant..
Relevance: 21.109478
  • www.vegamanagementadvisors.com
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LLC is a New York City based investment management firm that provides discretionary advisory services...
Relevance: 20.943409
  • www.pinjinhk.com
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Pinjin (Hong Kong) Asset Management Co.Ltd was established in April 2014 and regulated by Securities And Futures Commission (SFC) for Asset Management (Type 9) activities in Hong Kong.Our company provides asset management services in variety of asset..
Relevance: 20.580921