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Listings
Positive Financial Advisors
National investment advisor customizes financial plans for individuals of $1 million or more of net worth. Includes contact details.
http://www.positivefinancial.com/
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Prentiss Smith & Company
Investment firm provides portfolio management to clients with portfolios of $500,000 and more. Chooses investments that are socially-responsible.
http://www.prentiss-smith.com/
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Primerica Financial Services
Offers financial needs analysis and debt advice to individuals and families. Read a company profile and find contact details.
http://www.primerica.com/
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Profit, The
News reports and market analyses are submitted by a network of professionals whose goal is to teach clients how to turn a profit.
http://www.totheprofit.com/
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Prospect Asset Management
Hawaii-based investment advisor specializes in Japanese equities. Offers closed-end funds that invest in small-cap Japanese companies.
http://www.prospectjapan.com/
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R.G. Niederhoffer Capital Management
Learn about this New York investment firm's history and strategies. Offers managed accounts to large investment clients.
http://www.niederhoffer.com/
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Rank and Rule
Offers programmed investment strategies, including plots and performance statistics. Subscribers receive email notification of portfolio changes.
http://www.rankandrule.com/
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ReliaStar Financial Corp.
Personal investors can register for money management seminars. View FAQs, securities profiles, and a history of financial events.
http://www.reliastar.com/
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Ronald B. Wiser & Associates
Kalamazoo, Mich., company offers investment and insurance financial-planning services. Find out which US states the company is licensed in.
http://www.ronwiser.com/
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Sagemark Consulting, Northern California
Regional offices of the division of Lincoln Financial Advisors offer fee-based financial-planning services to affluent individuals in the San Francisco Bay Area.
http://www.sagemark-norcal.com/
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Securities Service Network
Fee-based, full-service broker-dealer serves financial professionals across the country. Services include stocks, mutual funds and annuities.
http://www.ssnetwork.com/
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Seton Smoke Capital Management
San Francisco firm manages portfolios and advises individual estate, tax, and retirement planners. Outlines services and provides research tools.
http://www.setonsmoke.com/
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Smith Capital Management
Wealth advisory firm specializes in assisting individuals, foundations and corporate institutions grow and preserve their assets.
http://www.smithcap.com/
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Spare Value First
Investment manager Anthony E. Spare assesses stock dividends and dividend yields for corporate and individual investors. Read Spare's monthly market insights.
http://www.sparevalue.com/
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Stewart & Patten
San Francisco based registered investment advisor provides their investment philosophy and an operations summary.
http://www.stewartandpatten.com/
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