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Finance, Investments & Asset Management - Industry

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Financials

Investment Management is the process of ensuring that a company's tangible and intangible assets are maintained, accounted for, and put to their highest and best use. It refers to the handling of financial assets and other investments—not only buying and selling them. Asset management is the process of developing, operating, maintaining, and selling assets in a cost-effective manner. Most commonly used in finance, the term is used in reference to individuals or firms that manage assets on behalf of individuals or other entities. Investment management services include asset allocation, financial statement analysis, stock selection, monitoring of existing investments, and portfolio strategy and implementation.

Rubic Capital
Safanad
Mill Hill Capital
Metalmark Capital
Alcentra
TortoiseEcofin
WSD Capital Management
Cognitive Investments
Federal Reserve Bank of Atlanta
Beardstown Ladies
Standpoint
Citigroup
RLJ Companies
NewSouth Capital
Elliot Management Corporation
Decatur Capital Management
Brigade Capital Management
Swan Global Investments
Glenview Capital Management
Palm Valley Capital Management
Natixis
Appaloosa Management
Baker Street Advisors
Pine River Capital Management
Akanthos Capital Management
Gates Capital Management
Moran Tice Capital Management
Santiago Capital
Fir Tree Partners
Collins Investment Group
Moore Capital Management
Tiger Global Management
JDP Capital Management
Discovery Capital Management
Smead Capital Management
Longboard Asset Management
Tudor Investment Corp (MOVED)
PWL Capital
Barac Capital Management
Virtus Investment Partners
Mason Investment Advisory Services
Green Alpha Advisors
Cruiser Capital Advisors
Deal Box
White Tundra Investments
Stifel
DWS Group
Flagship Harbor Advisors
AlphaGlider
Spruce Investment Advisors
SeaBridge Investment Advisors
Huygens
RBC Capital Markets
Evergreen Gavekal
SpiderRock Advisors
ClearBridge Investments
Kerrisdale Capital Management
Probabilities Fund Management
McGee Wealth Management
Tweedy Browne Company LLC
Convexitas
Wimmer Horizon
Cerundolo Investment Research
Whitebox Advisors
3Fourteen Research
Montgomery Investment Management
Praetorian Capital
L Catterton
Kopernik Global Investors
Beacon Pointe
SL Advisors
TPG Capital Asia
Totem Macro
Abakkus Asset Manager
ETF Global®
Greenhaven Road Capital
New Street Advisors Group
Elevation Capital
Chestnut Funds
Origin Wealth Advisers
Legal & General Investment Management
Paulson & Co
Epoch Investment Partners, Inc
D.K. Brede Investment Management
Miller Value Partners
Off Wall Street Consulting Group
Off the Chain Capital
Pension Dynamics Company
CAPTRUST
Geopolitical Futures
Linde Equity
BlockTower Capital
Cyrus Capital Partners
Holon Global Investments
Wellesley Asset Management
Zhang Financial
Anchor Bolt Capital
Whitmore Capital Management
Ranger Equity Bear ETF
Blue Harbinger Research
Parcion Private Wealth
HuaAn Fund Management
Diamond Hill Capital Management
Newport Harbor Wealth Management
Bear Stearns
Fort Washington Investment Advisors
Bahl & Gaynor
GFM Asset Management
The Sharp Financial Group
Moran Wealth Management
Avanti Properties Group
Dhandho Funds
Altera Investments
Polygon Global Partners
Bryn Mawr Trust
Canadian Imperial Bank of Commerce
Aspect Capital
Commonfund
Maverick Capital
Deep Field Capital
IceCap Asset Management
Sunny Asset Management
Woodside Holdings Investment Management
Duxton Asset Management
Cevian Capital
Nedgroup Investments
HCR Wealth Advisors
King Street Capital Management
Fundstrat Global Advisors
Lake Avenue Financial
Rockpoint Group
Cerity Partners
Wealth Care LLC
Reservoir Capital Group
Asas Capital
Revolution
Ariel Investments
Raptor Group
Colchester Global Investors
Divergent Asset Management
Transtrend
AKO Capital
Haidar Capital Management
FundX Investment Group
Aquila Capital
QVR Advisors
Robeco
CAM Capital
MCP Asset Management
Bronte Capital Management
PanAgora Asset Management
Semper Augustus Investments Group
BTG Pactual
TrimTabs Asset Management
Segra Capital Management, LLC
Steben & Company
Chevy Chase Trust
York Capital Management
Three Arrows Capital
Money Management Institute
SWS Partners
Cerberus Capital Management
JHL Capital Group LLC
Arrowstreet Capital
361 Capital
Canyon Partners
Ocean Wall
MJ Hudson
Angeles Investment Advisors
Financial Sense Wealth Management
HighSage Ventures
Arcstone Capital
Tai Tam Capital
Prophecy Asset Management
AE Wealth Management
Strive Asset Management
Gitterman Wealth Management
Record Currency Management
ReSolve Asset Management
Fair Isaac Corp
Depository Trust & Clearing Corp
Versor Investments
Apollo Global Management
Efficient Alpha Capital
Edelman Financial Engines
McVean Trading
Alpine Macro
Sloane Robinson
CLSA
Yieldstreet
Talon Advisors
Overseas Asset Management
Gotham Funds
Baillie Gifford
Merian Global Investors
Valkyrie
Dean Witter Reynolds
Ruffer
Strategas Securities
Heritage Financial Services
Sandglass Capital Management
Trillium Asset Management
Northern Trust
Brandywine Global Investment Management
Andaz Private Investments
JCI Capital
Duquesne Family Office
Cresset Capital
True Insights
BHZ Capital Management
Oaktree Capital Management
Gunderson Capital Management
Capitalmind
D.A. Davidson Companies
Eagle's View Capital Management
Barrow, Hanley, Mewhinney & Strauss, LLC
Castle Hill Capital Partners
Sixth Street
KPTL Arbitrage Management
Mariposa Capital Management
ITI Capital
Guild Investment Management
Stuyvesant Capital Management
Dimensional
Bank of America
Brahman Capital
Efficient Frontier Advisors
Searchlight Capital
Camp One Ventures
Vestrata
Tressis Gestión SGIIC
KKM Financial
Marlowe Partners
Cohanzick Management
Sungarden Investment Management
Davidson Kempner Capital Management
St. James's Place Wealth Management
Kynikos Associates
Sauganash Capital Management
Askeladden Capital Management
Aristides Capital
Rareview Macro
Manning & Napier
Bireme Capital
Haven Green
Taconic Capital Advisors
Maglan Capital
Capital Advisory Partners
Blue Ocean Global Wealth
Convoy Investments
EHP Funds
XP Investments
New York Mercantile Exchange
Sunrise Capital Partners
Gurtin Municipal Bond Management
Alpha Architect
Tollymore Investment Partners
L2 Capital Partners
Rosseau Asset Management
Transitional Capital Management
Titan
ArcLight Capital Partners
Andurand Capital Management
Long Term Capital Management
Jefferies
Standard Statistics
BP Capital Fund Advisors
Complete Intelligence
Somar Capital Management
Alphadyne Asset Management
Sturgeon Capital
Metropolitan Partners Group
Ethic
M&G Investments
Amundi
Arowana Asset Management
Worm Capital
TS Lombard
The Ambrus Group
CapWealth
Aetos Alternatives Management
Nickel Digital Asset Management
Edgbaston Investment Partners
S&P/LSTA Leveraged Loan Index
Mojomix DAO
Indus Capital Partners
State Street
Deutsche Bank
Jabre Capital Partners
BenchmarkPlus Management
Decentral Park Capital
GSA Capital
Amplius Wealth Advisors
Gluskin Sheff
Thiel Advisors
Arrowgrass Capital Partners
Absolute Return Partners
Morgan Stanley
Pacific Investment Management Company, LLC (MOVED)
LongTail Alpha
Apeiron Investment Group
Ellevest
O’Shares Investments
Charles Schwab & Co.
Ameriprise Financial
MSR Indices
RK Equity
Hussman Funds
TPG Capital
Viking Global Investors
Dynasty Financial Partners
Blackmore Capital
Société Générale
The Children's Investment Fund Management
Lyxor Asset Management
Elliott Investment Management
Quadratic Capital Management
Investcorp
ValueAct Capital
Mutual Limited
Wafra
Parallax Volatility Advisers
Pictet Wealth Management
Kayne Anderson Capital Advisors
Bendio AG
Drexel Burnham Lambert
DoubleLine
BlueCrest Capital Management
Elm Partners
Pershing Square Capital Management
Check Capital Management
Homrich Berg
Altana Wealth
Corriente Advisors
Tybourne Capital Management
Little Harbor Advisors
HPS Investment Partners
Longford Capital
Introspect Capital
Glennon Capital
PAR Capital Management
Republic
Phoenician Capital
RG Niederhoffer Capital Management
Oceanwood Capital Management
Invesco
Copper Street Capital
Lehman Brothers
The Analyst Research
Forager Funds
Phoenix Capital Research
Covenant Review
Silver Point Capital
Hayman Capital Management, L.P.
WisdomTree Asset Management
Tiger Management
Vanguard
Jirisan Capital
Pennant Capital Management
IEQ Capital
Two Sigma
Systematica Investments
Solus Alternative Asset Management
JKD Capital, LLC
Advanced Capital Group
Symmetry Investments
Lazard Asset Management
Gratus Capital
57 Stars
Headwaters Solutions LP
The Vanguard Group
Altis Partners
Greenbrier Partners
BlackGold Capital Management
Hillhouse Capital Management
Canal Capital Management
DUNN Capital
One River Asset Management
Eaton Vance
Cassaday & Company, Inc.
Finisterre Capital
MKP Capital Management
PeerFinance101
Alt Tab Capital
Clark Capital Management Group
Therium Capital Management
COMEX Commodities Exchange
Marlton
Segall Bryant & Hamill
American Finance Association
Asia Frontier Capital
Fairpoint Wealth Management
CrossingBridge Advisors
Livian & Co
Global X ETFs
Cougar Global Investments
HLM Capital Management
Pharo Management
Bienville Capital Management
Balyasny Asset Management
Navellier & Associates, Inc.
Alexander Alternative Capital
JK Investment Group
Farr, Miller & Washington
Merrill Lynch
First Ascent Asset Management
DTAP Capital Partners
Adage Capital Management
Commonwealth Asset Management
Techemy Capital
Wealth Enhancement Group
Loomis, Sayles & Company
Tiedemann Advisors
Zulauf Consulting
Logan Capital Management
Carbon Direct
Arbiter Partners Capital Management LLC
Equity Management Associates
Carson Wealth
BlackRock Alternative Advisors
Dorr Asset Management
Morningstar
One Capital Management
A&C Advisors
Montaka Global Investments
Bristol Gate Capital Partners
DECALIA
Cambria Investment Management
McAlinden Research Partners
Chi-Rho Financial
GAMCO Investors
GSO Capital Partners
Horizon Kinetics
Luminus Management
Hang Lung Group
Innovatus Capital Partners
Santander Asset Management
Post Advisory Group
Chowning Group
Marshall Wace
RWC Partners
McAlvany Wealth Management
Martlet Asset Management
Kellner Capital
Ned Davis Research
Wise Investor Group
DW Partners
Thornburg Investment Management
Value Partners Group
S G Warburg & Co
GAM
North Star Asset Management
Coolabah Capital Investments
Third Seven Capital
Simplify Asset Management
Aurum
Pecaut & Company
O'Shaughnessy Asset Management
Starboard Value
EARNEST Partners
Marcellus Investment Managers
Kayne Anderson Rudnick
NewArc Investments, Inc.
Boston College Investment Club
Investcorp-Tages
Altrinsic Global Advisors
COMAC Capital
Monarch Alternative Capital
Carver Financial Services
Tribeca Investment Partners
Bollinger Capital Management
Deep Knowledge Investing
Fasanara Capital
Spin-Off Advisors
PAG
EIA All Weather Alpha Partners
DM Martins Capital Management
EnTrust Global
Meson Capital Partners
Nasdaq
Harbert Management Corporation
Creative Planning
Poseidon Asset Management
Bridgewater Associates
Credit Suisse
PCS Research Group
Robert W. Baird & Co.
Eton Park Capital Management
H.L. Lichstrahl & Company
GoldenTree Asset Management
Insight Investment
Cumberland Advisors
Barnegat Fund Management
Angelo Gordon
Abrams Capital
Ellington Management Group
Directional Research & Trading
Short Hills Capital Partners
Avalon Investment & Advisory
Goldman Sachs Personal Financial Management
The Carlyle Group
Hyperion Wealth Management
PacificBridge Capital
Hermitage Capital Management
Concise Capital Management
SAC Capital
Stansberry Asset Management
GIB Capital
Serengeti Asset Management
UBS O'Connor
Kai Volatility Advisors
Wells Fargo Asset Management
Appletree Capital
Sure Dividend
Pictet Group
Greenwoods Asset Management
Sparkline Capital
Rimrock Capital Management
Unbounded Capital
Cardone Capital
Enduring Investments
Paix et Prospérité
Altegris Investments
Emerald Asset Management
Laffer Tengler Investments
Chenavari Investment Managers
Cambrian Asset Management
SoftBank
Comus Investment
Candlestick Forum LLC
Cowen Inc.
Wellington Management
Vailshire Capital Management
SCT Capital Management
Dorsey Asset Management
Jacobs Asset Management
Reaves Utility Income Fund
Zor Capital
Cribstone Strategic Macro
Century Management Financial Advisors
Eastspring Investments
KKR
Knighthead Capital Management
Passport Capital
Medallion Fund
Renaissance Technologies
Highbridge Capital Management
Danske Capital
CDAM
Colindale
Fundamental Global®
Candriam
Lighthouse Investment Partners
ATAC Rotation Fund
Morgan Creek Digital Assets
Hightower Bethesda
Adviser Investments
L.A. Stevens Investments
Magnitude Capital
Muddy Waters Research
CLS Investments
Gramercy Funds Management
Imara Asset Management
Vanguard Index Fund
Grove Street Advisors
Gavekal
Fortress Investment Group
AlphaCat Managers
Redwood Investments
Ninety One
Ruxton Ventures LLC
Wolverine Asset Management
Clocktower Group
RoboCap
Crescat Capital
PagnatoKarp
Man Group
Global Focus Capital
HighVista Strategies
Global Silicon Valley
Davos Investment Group
Aquamarine Capital
Metacapital Management
Scopia Capital
Behind the Balance Sheet
SSI Investment Management
The Bahnsen Group
Reaves Asset Management
Algebris Investments
The Mather Group
Endeavor Capital Management
Carrhae Capital
Graticule Asset Management Asia
Chicago Asset Funding
Eclectica Asset Management
Southern Waters Capital
Mayar Capital®
Frontier Global Partners
Columbia Threadneedle Investments
Trinetra Investment Management LLP
Altaira Wealth Management
Kyria Capital Management
Schonfeld
BlueBay Asset Management
KLS Diversified Asset Management
Trian Partners
Egerton Capital
Ezra Zask Research Advisors
ARS Investment Partners
RBC Wealth Management
Cobia Capital Management
Toscafund Asset Management
Province
Shard Capital
Eckhardt Trading Company
Pivotal Advisors
Boston Private
Platinum Asset Management
Sizemore Capital Management
Odin River
Julex Capital Management
Astellon Capital Partners
Life Planning Partners
Firebird Management
Third Avenue Management
BBR Partners
Ronit Capital
SBI Mutual Fund
GlobEx Markets
Pentwater Capital Management
Magnetar Capital
Appomattox Advisory
Deer Park Road Management Company
Eaton Vance Management
ION Asset Management
Aviva Investors
Hinde Capital
Sierra Alpha Research
Movement Capital
Jennison Associates
Marathon Asset Management
CORDA Investment Management
AdvisorShares
Rocklinc Investment Partners
Ensemble Capital Management
Spark Capital
Capital Group
MJX Asset Management
Eminence Capital
AllianceBernstein
The Macro Compass
Brummer & Partners
KraneShares
Commonwealth Financial Network
LaSalle Investment Management
Parnassus Investments
Della Parola Capital Management
BlueMountain Capital Management
Gerstein Fisher
Sculptor Capital Management
Artemis Capital Management LP
Spruce Point Capital Management
LikeFolio
Saba Capital Management
DARMA Capital
Life + Liberty Indexes
Citadel
The Blackstone Group
Makalu Fund Management
Neuberger Berman
Tennenbaum Capital Partners
GMT Capital
SkyBridge Capital
Kidder, Peabody & Co.
Iron Gate Global Advisors
Coast Capital
Silver Ring Value Partners
Blue Elephant Capital Management
Guggenheim Partners
Douglas C. Lane & Associates
Pamplona Capital Management
STRATA Trust Company
Overlook Investments Group
Mariner Wealth Advisors
Simons Financial Network
Sprott Inc.
ACIES Asset Management AG
Duke Management Company
Matthews Asia
CPM Group
Grantham, Mayo, & Van Otterloo
Verger Capital Management
Prescience Point Capital Management
AppleTree Capital
Quintessential Capital Management
Pluribus Labs
The Electrum Group
Mobius Capital Partners
Spectra Markets
Prudential plc
Khaner Capital Management
EJF Capital
Commodity Discovery Fund
Almanac Realty Investors
Tuttle Capital Management
Carroll Financial
RiverFort Global Opportunities
John W Henry and Co
Newport Capital Group
Highfields Capital Management
Russell Investments
Czech Asset Management
Millennium Management
Lansdowne Partners
Ark Financial Management
Ballentine Partners
Research Affiliates
Allied Capital Corporation
Institute for Innovation Development
Tudor Investment Corporation
William Blair & Company
Beckon Capital
Evanston Capital Management
Snowden Lane Partners
Symons Capital Management
Delbrook Capital Advisors
Moneta Group
Edelweiss Holdings
Marcato Capital Management
Toroso Asset Management
Capula Investment Management
Voss Capital
Charter Oak Partners Management
Assured Capital Partners
Cobalt Capital
East Los Capital
JW Asset Management
Zuaiter Capital Holdings
Steinhardt, Fine, Berkowitz & Co
Lindsell Train
Bracebridge Capital
Brouwer & Janachowski
CapeView Capital
First Pacific Advisors
Highline Capital Management
Willow Oak Asset Management
Light Sky Macro
HBK Capital Management
Pinnacle Advisory Group
Southland Capital Management
RCM Alternatives
Carlson Capital
UTXO Management
Carson Group
Point72 Asset Management
Washington Crossing Advisors
Lampe, Conway & Co. LLC
Polar Capital
Investment Counsel Company
Greenlight Capital
Leeb Capital Management
Glassman Wealth Services
Convex Strategies
Pence Wealth Management
Sana Partners
Massif Capital
Dichotomy Capital
Kennedy Lewis Investment Management
Truvestments
Capstone Wealth Partners
Avalon Ventures
SGL Investment Advisors
Adela Investment
Private Advisor Group
Impax Asset Management Group
Solstein Capital
Greylock Capital Management
Horsley Bridge Partners
QMAC Capital
Federated Hermes
PDT Partners
Onex Credit
Fidelity Investments
Arquitos Capital Management
Tyro Partners
Avenue Capital Group
Broyhill Asset Management
Churchill Management Group
National Securities Corporation
Adrian Day Asset Management
Tycuda Group
Spectrum Asset Management
Jupiter Asset Management
Financial Industry Regulatory Authority
Goldman Sachs
Bank of New York Mellon
Oak Hill Advisors
Deutsche Bank Asset Management
Ned Davis Research Group
GMO
Advent Capital Management
iSelect Fund
Buckingham Strategic Wealth
Hamilton Lane
Fiera Capital
Sigma Analysis & Management
Investment Management Associates
OxFORD Asset Management
M Square
Capital Four
CSOP Asset Management
Brandes Investment Partners
Buffalo Funds
BlackRock
Newfound Research
Odey Asset Management
Schulte Research
Crestline Investors
Alger
Ashmore Group
Star Mountain Capital
Bodhi Tree Asset Management
Convex Asset Management
Regal Point Capital
Conning
Nephila Capital
Fidelity Institutional Asset Management®
Standard & Poor's
Capital Fund Management
Pacific Alternative Asset Management Company
Cross Sound Management
Signature Estate & Investment Advisors
DSC Quantitative Group
Lombard Odier Investment Managers
Acquis Capital
Verdad Advisers
Royce Investment Partners
Federal Reserve Bank of New York
Reynders, McVeigh Capital Management
JANA Partners
Stevens Capital Management
Janus Henderson Investors
Select Equity
Clear Harbor Asset Management
E. S. Barr & Company
Mead Capital Management
Pacific Investment Management Company
CQS
Baupost Group
BOCHK Asset Management Limited
EquityCompass
Wahdy Capital Management
Callais Capital Management
Brevan Howard
Crystal Capital Partners
LibreMax Capital
Laguna Bay
Toews Asset Management
DM Capital
REX Shares
Melkonian Capital Management
Anchorage Capital Group
Sensible Money
Martin Fund Management
Community Capital Management
RTM Capital Advisors
Plante Moran
iShares
Stanhope Capital
Sitka Pacific Capital Management
Altimeter Capital
Montag & Caldwell
Chesapeake Capital Corporation
Loop Capital Markets
Dana Investment Advisors
Royal Crown Wealth Management
Crawford Ventures
eQRP Co.
Northern Trust Asset Management
TriVest Wealth
Angel Oak Capital Advisors
CarVal Investors
Swiss Hill Advisors
Beaumont Capital Management
Carillon Tower Advisers
Applied Investment Strategies
Alva Capital
Franklin Templeton Investments
Fried Asset Management, Inc.
Obermeyer Wood Investment Counsel
Fisher Investments
Split Rock Capital Management
Incrementum AG
Voya Investment Management
Riverwater Partners
ABC Arbitrage Asset Management
Maven Asset Partners
Guinness Asset Management
MENA Capital
myCIO Wealth Partners
East Horizon Investments
Shukr Investments
VWG Wealth Management
EVOKE ARIS
Fidelity International
Brightlight Capital
Hatteras Investment Partners
Telemus Capital
Element Capital Management
ETM Macro Advisors
Barings
Leede Jones Gable
Scorpion Capital
Wateroak Advisors
Cohen & Co
Ulysses Management
ARK Investment Management
D E Shaw & Co
J. Stern & Co.
Macroclimate®
Tilden Park Capital Management
Benefit Street Partners
Granite Hill Capital Management
Morgan Stanley Investment Management
Old Park Capital
Schroders
Fordington Advisors
UNC Management Company
Honeytree Investment Management
1919 Investment Counsel
Johnson Investment Counsel
GraniteShares
FengHe Group
Plancorp
Shenkman Capital Management
Gertsema Wealth Advisors
Wedbush Securities
QMA
Old Hill Partners
Artisan Partners
LionTree
Wintergreen Advisers
TIGER 21
East End Wealth Management
RIA Advisors
Dreman Value Management
Hayden Royal
Partners Group
Water Street Capital
Warburg Pincus
Essential Investment Partners
Chinus Asset Management
Stack Financial Management
Amtelon Capital
Mackenzie Investments
Tyrus Capital
Talton Capital Management
U.S. Global Investors
Flexible Plan Investments
Multi-Act EquiGlobe
Winton Capital Management
Aventicum Capital Management
Flat Rock Global
AGacquisitions
Cheyne Capital Management
Clan Capital
Beach Point Capital Management
True North Advisors
Seymour Asset Management
Värde Partners
AMP Capital
Gilman Hill Asset Management
Coatue Management
Albright Capital
Macquarie Group
Strategic Value Partners
Sand Hill Global Advisors
Spinnaker Capital
Vulpes Investment Management
Define Financial
Silvercrest Asset Management Group
First Sentier Investors
Shinnecock Partners
Yorktown Partners LP
Blue Ridge Capital
Archipelago Partners
Topping Capital
2050 Wealth Partners
Aureus Asset Management
Dynamic Beta Investments
Radiant Value Management
Glovista Investments
OP Investment Management
Caxton Associates
Habitus Capital
36 South Capital Advisors
Stanford Management Company
Nara Capital
Mutiny Fund
Alaska Permanent Fund Corporation
Weiss Multi-Strategy Advisers
Autonomy Capital
Axonic Capital
BKCM
The ECU Group
Equity Armor Investments
Acquirers Funds
Highland Capital Management
Odyssey Capital Advisors
Graham Capital Management
Clarfeld Financial Advisors
Andvari Associates
Quadriga Asset Managers
Contrarian Capital Management
400 Capital Management
Highclere International Investors
Critical Mass Partners
Kepos Capital
MSD Capital
AGL Credit Management
Global Return Asset Management
Aristeia Capital
Xerion Investments
New Century Advisors
DRW
Cabot Wealth Network
Capital Management Group
Horton Point
Tiger Hill Capital
Mellon
Rayliant Global Advisors
Vertex One Asset Management
Farallon Capital Management
Odyssean Digital Asset Management

Industries

Asset Management
Financials

Strategies

Asset Allocation

Terms

Financial Asset
Financial Statement Analysis
Investment Management
Portfolio Management

Mentioned by the Following

Entities

Balancer Labs
100 Women In Finance
507 Capital
AXA Advisors, LLC
AcreTrader
Adam Khoo Learning Technologies Group
Alibaba
Artifex Financial Group
Ashcroft Capital
Atom Finance
Avondale Investment Management
BMO Harris Bank
BNP Paribas
Bain & Company
Baker Street Advisors
Beacon Pointe
Bipsync
Bison Interests
Bleakley Financial Group
Brenton Point Wealth Advisors
BridgeFT
CapWealth
Carraighill
Cassaday & Company, Inc.
Citywire USA
Collins Investment Group
Continuum Economics
Cott Law Group
Croatan Investments
D.B. Root & Company
DBS Bank
Dynamo Software
ENAM
EVOKE ARIS
Essex Investment Management
Euphrates Advisors
Federal Financial Analytics
Fidelity National Information Services
Financial Data Professional Institute
First Bridge Data
First Citizens Bank
First DAG
Forge Global
Fulcrum Financial Group, LLC
GND Partners
Gerber Kawasaki Wealth & Investment Management
HRC Financial Group
Heritage Financial Services
Hines
Icahn Enterprises
Interactive Advisors
Investment Counsel Company
Investment Management Due Diligence Association
Jacobi
Janney Montgomery Scott
Jones Lang LaSalle
Kaplan Financial
Kirchner Group
Kurtosys
Leeb Capital Management
Leede Jones Gable
Lumida
MG&A Wealth
McGee Wealth Management
Menai Financial Group
Mercer Advisors
Mitsubishi UFJ
Monetary Metals
Musca Capital
Neuravest Research
Newton Investment Management
Nomura Corporate Research and Asset Management Inc.
OAKS Asset Management
Objective Capital Management
Oppenheimer & Co.
Osprey Funds
Pacific Investment Management Company
Parataxis Capital
Paul R. Ried Financial Group
Percent
Piper Sandler
Polish Financial Supervision Authority
Pring Turner Capital Group
Professional Planning Group
Qontigo
Rally Rd
Raymond James Financial
Robertson Stephens
Sanctuary Wealth
Schechter Wealth
Sfermion
Siepe
Smonik Systems
Stack Financial Management
StoneX Group
Svelland Capital
TSP
The ITEX Group
The Vanguard Group
Tradition Asset Management
Transwestern
Trendrating
Tufts Financial Group
VWG Wealth Management
Van Lanschot Kempen
Wave Digital Assets
Wellington Management
Zerodha
eVestment
myCIO Wealth Partners

Entity Types

Financial Services
Investment Advisory

Industries

Accounting

People

Aaron Brown
Adam Epstein
Adam Mesh
Adam Spilka
Adrian Day
Ajay Kapur
Alan Zafran
Albert Yeh
Alex Lennard
Amanda Pullinger
Amanda Tepper
Amir Mossanen
Andrea Gentilini
Andrew Houghton
Andrew Keys
Andrew Saunders
Andrew Schneider
Andy Schwartz
Angela Gingras
Angelo Robles
Angus Shillington
Aryeh Bourkoff
Ash Chopra
Barry Bannister
Barry Garber
Barry Glassman
Ben Chrnelich
Ben Friedland
Ben Inker
Benoit Descourtieux
Bernie Kent
Bert Dohmen
Bill Hortz
Bill Kaye
Bill King
Bill Poulos
Bill Selig
Bill Winterberg
Bob Collins
Bob Kendall
Bob Stone
Brad Sherman
Brendan Lake
Brian Estes
Brian Hunsaker
Brian Nelson
Brian Werdesheim
Bruce Burrows
Bruce Frumerman
Bruce Mumford
Bryan Cavalier
Bud King
Callum Thomas
Cameron Hight
Carlos Sava
Carter Malloy
Charles Day
Charlie Morris
Chen Zhao
Chiente Hsu
Chris Aitken
Chris Bailey
Chris Cooke
Chris Gimbert
Chris Hohlstein
Chris Johnson
Chris Rossbach
Christian Thwaites
Christian Ulbrich
Christina Boyd
Christine Breck
Christophe Tanghe
Chuck Bean
Clay Gardner
Coleman Andrews
Corby Pryor
Courtney Smith
Craig Pfeiffer
Craig Stobo
Dan Klein
Dan O'Connell
Dan Schwartz
Dan Sondhelm
Dana Stewardson
Daniel Applegarth
Daniel Lacalle
Daniel Masters
Daniel Strachman
Danny Donado
Darius Sit
Darren Harp
Dave Descalzi
Dave Donnelly
David Hou
David Lees
David Mathews
David Modiano
David Nage
David Perkins
David Root
David Steinbach
David Truffelman
Dean Braun
Dean Trindle
Debashish Bose
Debra Brede
Devin Condron
Diana Joseph
Doug Foreman
Doug Kinsey
Doug MacKay
Drianne Benner
Dwight Anderson
Ed Harrington
Ed Swenson
Ed Woodford
Edouard Robbes
Ehren Stanhope
Eli Rauch
Emad Mostaque
Emma Giamartino
Eric Crittenden
Eric Henderson
Eric Jackson
Eric Muschinski
Fotios Piniros
Francis Gannon
Frank Burke
Frank Fabozzi
Frank Parker
Garett Lim
Garrett Goggin
Gary Anetsberger
Gavin von Loeser
Genevieve Roch-Decter
Genna Lozovsky
Geoff Marcus
Geoffrey Webster
George Brod
George Silva
Gerald Jensen
Gerry Klingman
Ghislain Gouraige
Gil Luria
Glenn Degenaars
Gordon Johnson
Greg Drose
Greg Foss
Greg Franks
Greg King
Greg O'Brien
Greg Onken
Greg Reid
Greg Smith
Guy Cerundolo
Harold Trischman
Harry Clark
Hasty Johnson
Henry Ma
Howard Wang
Ira Kravitz
Ivan Barretto
James Stack
James Stafford
Jamil Baz
Janet Brown
Jason Gerlach
Jason Moser
Jason Stephens
Jay Chen
Jeannine Vanian
Jeff Alfano
Jeff Colin
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Jeff Megar
Jeff Schulze
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Jeremy Miller
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Jim McLaughlin
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Joe Martina
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Joe Messinger
Joel Litman
John Bowman
John Exley
John Fichthorn
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John Kosar
John Montgomery
John Polis
John Shadden
Jon Eilbeck
Jon Gray
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Jon Morris
Jonas Elmerraji
Jonathan Goldberg
Jonathan Murray
Jono Steinberg
Josh Levine
Josh Malkin
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Judith McGee
Juliette Menga
Justin Carbonneau
Justin Weinkle
Jérôme Stern
Karen Brennan
Keith Black
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Kevin Cott
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Kieran Goodwin
Kinjal Amin
Komal Sri-Kumar
Kris Tuttle
Kyle Kazan
Larry Lepard
Lex Sokolin
Linda Smith
Linda Xie
Lisa Callicotte
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Luca Mossini
Lyle LaMothe
Lyle Wolberg
Mac Overton
Mal Makin
Marc Brooks
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Mark Yusko
Mary Deatherage
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Matt Audette
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Matt Kircher
Matt Patsky
Matt Peron
Matt Ran
Matthias Knab
Melissa Corrado-Harrison
Michael Kanigher
Michael Barrington-Hibbert
Michael Craig-Scheckman
Michael Gildenhorn
Michael Howell
Michael Murphy
Michael Parekh
Michael Petley
Michael Pusateri
Michael Rubenstein
Michael Schaenen
Michael Zeuner
Michelle Noyes
Mick McLaughlin
Mickey Harley
Mikael Sarwe
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Mike Boniello
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Mike Ricca
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Mitch Stein
Moss Crosby
Neal Berger
Neil Canell
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Nilus Mattive
Noreen Beaman
Oscar Vollmer
Patrick Bet-David
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Paul Ried
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Peg Pike
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Philip Fischer
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Prateek Mehrotra
Preston McSwain
Ram Ahluwalia
Randy Carver
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Rasheed Hammouda
Ravi Malik
Ray Nolte
Rebecca Corbin
Rich Apostolik
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Rishi Narang
Rita Lee
Rob Davis
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Roger Wacker
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Ross Gerber
Roxton McNeal
Russ Norwood
Russell Palmer
Ryan Ripp
Ryan Sprowls
Sa'ad Shah
Saker Nusseibeh
Sam Subramanian
Sanjoy Ghosh
Santiago Ulloa
Scott Acheychek
Scott MacKillop
Sean Yu
Seth Merrin
Shannon Eusey
Sharon Oberlander
Shawn Allen
Shirl Penney
Stephen Castellano
Stephen Lee
Stephen Leeb
Steve Goulden
Steve Kurz
Steve Schultz
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Sudhu Arumugam
Sunil Singhania
Ted Davis
Terri Jacobsen
Thomas Riegert
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Todd Shaver
Tom Frame
Tom Jacobs
Tom Price
Tom Slater
Tony Mackenzie
Tony Saliba
Troy Thornton
Ty Popplewell
Urban Carmel
Valerie Houts
Venkat Rao
Vicki Ellis
Victor Livingstone
Vince DiLullo
Vince Sarullo
Warren Pies
Whit Gibbs
Will Braman
Will Strong
William Sharpe
Worth Wray
Yoshi Nakamura
Zac Goodman
Zach Scheidt
Zack Miller
Zed Francis

Publications

Bogle On Mutual Funds
Enough
Finance and the Good Society
Financial Mentor
John Bogle on Investing
The Theory of Investment Value
Winning at Active Management

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Risk Tolerance

Aaron Brown

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Adrian Day

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Angela Gingras

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Ash Chopra

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Drianne Benner

Dwight Anderson

Ed Harrington

Ed Swenson

Ed Woodford

Edouard Robbes

Ehren Stanhope

Eli Rauch

Emad Mostaque

Emma Giamartino

Eric Crittenden

Eric Henderson

Eric Jackson

Eric Muschinski

Fotios Piniros

Francis Gannon

Frank Burke

Frank Fabozzi

Frank Parker

Garett Lim

Garrett Goggin

Gary Anetsberger

Gavin von Loeser

Genevieve Roch-Decter

Genna Lozovsky

Geoff Marcus

Geoffrey Webster

George Brod

George Silva

Gerald Jensen

Gerry Klingman

Ghislain Gouraige

Gil Luria

Glenn Degenaars

Gordon Johnson

Greg Drose

Greg Foss

Greg Franks

Greg King

Greg O'Brien

Greg Onken

Greg Reid

Greg Smith

Guy Cerundolo

Harold Trischman

Harry Clark

Hasty Johnson

Henry Ma

Howard Wang

Ira Kravitz

Ivan Barretto

James Stack

James Stafford

Jamil Baz

Janet Brown

Jason Gerlach

Jason Moser

Jason Stephens

Jay Chen

Jeannine Vanian

Jeff Alfano

Jeff Colin

Jeff Fischer

Jeff Gitterman

Jeff Megar

Jeff Schulze

Jeffrey Mettel

Jeffrey Werdesheim

Jeremy Miller

Jeremy Schwartz

Jim McLaughlin

Jim Osman

Jim Puplava

Joe Martina

Joe McAlinden

Joe Messinger

Joel Litman

John Bowman

John Exley

John Fichthorn

John Gottfurcht

John Kosar

John Montgomery

John Polis

John Shadden

Jon Eilbeck

Jon Gray

Jon Markman

Jon Morris

Jonas Elmerraji

Jonathan Goldberg

Jonathan Murray

Jono Steinberg

Josh Levine

Josh Malkin

Josh Young

Judith McGee

Juliette Menga

Justin Carbonneau

Justin Weinkle

Jérôme Stern

Karen Brennan

Keith Black

Kent Kirby

Kevin Cott

Kevin Meyersburg

Kieran Goodwin

Kinjal Amin

Komal Sri-Kumar

Kris Tuttle

Kyle Kazan

Larry Lepard

Lex Sokolin

Linda Smith

Linda Xie

Lisa Callicotte

Liz Young

Luca Mossini

Lyle LaMothe

Lyle Wolberg

Mac Overton

Mal Makin

Marc Brooks

Marc Rubinstein

Marc Schechter

Marcelo Lopez

Marcin Liberadzki

Marcos Douer

Margaret Starner

Margret Trilli

Mark Boyar

Mark Cortazzo

Mark Cullen

Mark Moore

Mark Sear

Mark Smith

Mark Yusko

Mary Deatherage

Mary Mullin

Mash Patel

Matt Audette

Matt Dillig

Matt Kircher

Matt Patsky

Matt Peron

Matt Ran

Matthias Knab

Melissa Corrado-Harrison

Michael Kanigher

Michael Barrington-Hibbert

Michael Craig-Scheckman

Michael Gildenhorn

Michael Howell

Michael Murphy

Michael Parekh

Michael Petley

Michael Pusateri

Michael Rubenstein

Michael Schaenen

Michael Zeuner

Michelle Noyes

Mick McLaughlin

Mickey Harley

Mikael Sarwe

Mike Abrams

Mike Boniello

Mike Kantrowitz

Mike Kurz

Mike Ricca

Mike Sawyer

Mitch Stein

Moss Crosby

Neal Berger

Neil Canell

Nelly Nyambi

Nelson Chu

Niall Boland

Nicholas Callais

Nilus Mattive

Noreen Beaman

Oscar Vollmer

Patrick Bet-David

Patrick Krulik

Patrick McVeigh

Paul Ried

Paul Zemsky

Peg Pike

Peter Albano

Peter Churchouse

Peter Doyle

Peter Lacalamita

Philip Fischer

Philip Kessler

Prateek Mehrotra

Preston McSwain

Ram Ahluwalia

Randy Carver

Randy Garcia

Rasheed Hammouda

Ravi Malik

Ray Nolte

Rebecca Corbin

Rich Apostolik

Richard Bloxam

Richard Chen

Richard Couch

Richard Lieberman

Rishi Narang

Rita Lee

Rob Davis

Rob Kapito

Rob Riedl

Rob Siracusano

Rob Skinner

Roger Wacker

Rory Eakin

Ross Gerber

Roxton McNeal

Russ Norwood

Russell Palmer

Ryan Ripp

Ryan Sprowls

Sa'ad Shah

Saker Nusseibeh

Sam Subramanian

Sanjoy Ghosh

Santiago Ulloa

Scott Acheychek

Scott MacKillop

Sean Yu

Seth Merrin

Shannon Eusey

Sharon Oberlander

Shawn Allen

Shirl Penney

Stephen Castellano

Stephen Lee

Stephen Leeb

Steve Goulden

Steve Kurz

Steve Schultz

Steve Weinberger

Sudhu Arumugam

Sunil Singhania

Ted Davis

Terri Jacobsen

Thomas Riegert

Todd Battaglia

Todd Shaver

Tom Frame

Tom Jacobs

Tom Price

Tom Slater

Tony Mackenzie

Tony Saliba

Troy Thornton

Ty Popplewell

Urban Carmel

Valerie Houts

Venkat Rao

Vicki Ellis

Victor Livingstone

Vince DiLullo

Vince Sarullo

Warren Pies

Whit Gibbs

Will Braman

Will Strong

William Sharpe

Worth Wray

Yoshi Nakamura

Zac Goodman

Zach Scheidt

Zack Miller

Zed Francis

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