Net Detective providing current and comprehensive asset information on
individuals and companies. Reports tell you what assets people and companies
have and where they are held.
Sanco Services Managed Asset Allocation - An investment manager specializing in portfolio
asset allocation. Diversification, Quality and Income are key
concepts. Manager actively trades positions in well established, profitable
NYSE companies.
Spectrum United Mutual Funds -
Provides a wide range of income, equity, and asset allocation
funds. Content in French and English.
OnPlan - OnPlan provides
"private-labeled" 401(k) asset allocation and Mutual Fund
Selection guidance.
Sub Advisor - Provides sales,
research, asset allocation, mutual fund selection and
performance measurement services for Investment Advisors.
Lynch Financial Advisors
- Offers fee-only financial planning services. Specializes in asset
allocation, insurance and employee benefits review, tax planning and
preperation, and small business development.
Raptor Software - Facilities
management, asset allocation, crime mapping, homeland security
and tax mapping solutions using Autodesk MapGuide.
ProtectMyEstate.com - Advice
for individuals looking to protect their estate, including resources on estate
planning, charitable services, and asset allocation.
LaPorte Asset Allocation
System - Hedge fund and CTA database. Search for the best funds or
managers, construct portfolios using asset allocation optimizer.
Lombard Street Research
- Macroeconomic analysis of major world markets: Broad money, interest rates,
inflation, bond yields, Forex, asset allocation, and fixed
income
Riggs Capital Management, LLC -
Individualized dynamic asset allocation services among socially
responsible mutual funds. Utah.
COSS Development Corporation - Life
and annuity illustrations, asset allocation, need analysis,
electronic forms software solutions available in desktop and web versions.
Software for Investment
Advisors - Asset allocation, portfolio management, and
financial planning software for the financial services industry.
Excalibur FX - Foreign exchange
portfolio management and asset allocation.
RiskEye - Modular software,
customised to specific market modeling or asset valuation paradigms as
desired by the customer and end user interfaces especially adapted to the
department where the system will be used. The premier product is the Olsen
Portfolio Allocation System (OPAS). Institutional clients can access
the system via a java-enabled browser.
Jones, Christopher S. -
Financial research on stock market volatility, the term structure, and optimal asset allocation. Marshall School of Business, University of
Southern California (USC).
Delmore - Asset
allocation advice to institutions and discretionary asset
management. Company and contact details.
Tom Rowett - Sterling Mutuals Inc.
- Offers comprehensive personal financial and tax planning using systematic
asset allocation monitoring. Provides information and tools for a
variety of investing topics.
New Horizon Financial -
Stocks, bonds, annuities, mutual funds, college planning, life insurance,
asset allocation, disability insurance, retirement planning.
WrapManager, Inc. - Offering
specialized consulting in asset allocation and management,
portfolio management and hedge fund.
Goldman Sachs Asset Management
- Offers an array of money market, fixed income, asset allocation,
and international and domestic equity funds.
Gravity Investments -
Portfolio management software creates and presents balanced portfolios. 3-D
model portfolios maximize diversification and create custom efficient
portfolios using new portfolio theory. Sophisticated investors use it for
sales and marketing, asset allocation and risk management.
Financial Engines -
Financial forecasts based on an actual or theoretical asset
allocation.
Index Rx - Uses a market timing/asset allocation model to recommend index funds to its clients.
Talvest - Offers fixed income, a
variety of domestic and international equity, sector, and asset
allocation funds to Canadian investors. Content in English and French.
Gilbert Financial, LLC
- A financial services firm specializing in financial planning, retirement
planning, asset allocation, and designation of private money
managers.
Investors RouteMap -
Provides advice and predictions for global asset allocation and
market timing in foreign currency, global bond and stock markets. SFA
regulated investment adviser.
Strong Funds - Offers a wide
array of equity, bond, and asset allocation funds.
SunGard Online Investment Systems
- Integrated wealth management and front-office financial solutions for banks,
brokerage and insurance. Solutions for CRM, portfolio management, online
trading, performance measurement, financial planning, asset
allocation, compliance and suitability.
Synergy Mutual Funds - Offers a
Canadian short term income fund as well as Canadian and global equity and
asset allocation funds covering growth, value, and momentum
investing styles.
Schannep Investment Advisors, Inc.
- Registered investment advisor offering utilized asset allocation
to help maximize gains and minimize risk.
DynaPorte - Dynamic asset
allocation system helps you to discover the important macroeconomic and
market factors that influence investment performance and adapt the asset allocation accordingly.
LPL Financial Services of Erie
- Full-service brokerage office. Offers investment choices including
individual stocks, mutual funds, asset allocation and
tax-advantaged investing. Services include investment performance analysis and
retirement planning.
IPEX, Inc. - Provides investment
consulting, asset allocation analysis and performance monitoring
services.
Tonello Capital Management
- Tonello Management uses no-load, asset allocation strategies,
to lower your risk while optimizing your return. Licensed CPA and Certified
Financial Planner.
Strategic Capital Management -
Investment and financial planning consultancy, offering money management,
disability, executive benefits, asset allocation, health
insurance and retirement planning.
Financial Planning Associates, Inc. - A
Registered Investment Adviser specializing in strategic asset
allocation and personal financial planning services, including retirement
planning.
