A listing of investment management firms in New York.
Purchasing Resources for Investment Management Firms In New York
High Net Worth Asset Management Over $20B Managed. Established 1956
AllianzGI Asset Management Info Research Available Online Today!
Why Pay Commissions? Get 30 Free Online Trades Per Month. Start Now.
Build a Successful Portfolio with UBS Asset Management Advisors!
Find An Edward Jones® Financial Consultant Nearby. 10,000+ Offices.
Download Investment Management Firms In New York White Papers
Investment Management Firms in New York Key Terms
Understand terms related to investment management firms in New YorkBy Sandy Baker Investment management firms in New York are quite like others around the country. They offer investment and asset management services, in most cases. They may be comprised of attorneys, investment advisers and accountants. Businesses can use these services to help invest their company's profits or as a way to get investors. Consider some key terms regarding these companies such as accounting services, tactical allocator and capital preservation.
Accounting services
Many investment management firms offer accounting services for their investors. This process may include daily, monthly, term and annual information and statements. Some companies offer a daily fund valuation. The goal of accounting services is to manage where funds are going and how much is available at any given time.
Try:
BNY Mellon offers more information on accounting services.
Client profiles
Client profiles in investment management firms allow the professionals to gauge which stage of investment a client is in. The client profile looks at the goals, needs and investment opportunities of the client to make the best decision going forward.
Try:
The Bryant Group provides more information on client profiles. Click on the links to learn more about each profile.
Tactical allocator
Some investment firms offer an active allocation or tactical allocator service. This is a method of procuring investments based on specific tactics in regard to risk.
Try:
Avatar provides more information on the tactical allocator services they offer. Look under their "What We Do" section to learn more.
Capital preservation
Capital preservation is an investment strategy designed to help prevent any loss in the value of that investment.
Try:
Arnhold and S. Bleichroeder Advisers offers more information on how they use capital preservation.
Strategic mutual fund partners, Strategic partners
Some investment management firms in New York offer strategic mutual fund partners. Firms may introduce these partners in hopes the investors will agree to work with these property and investment vehicles.
Try:
Cadaret, Grant & Co has more information on how strategic mutual fund partners work.
Consulting services
Some investment management firms in New York offer consulting services. These services work independently with the business or investor.
Try:
Capman, Spira & Carson offer more information about consulting services at their website and provide an example of how their system works.
High Net Worth Asset Management Over $20B Managed. Established 1956
AllianzGI Asset Management Info Research Available Online Today!
Why Pay Commissions? Get 30 Free Online Trades Per Month. Start Now.
Build a Successful Portfolio with UBS Asset Management Advisors!
Find An Edward Jones® Financial Consultant Nearby. 10,000+ Offices.
Portfolio management of equity, balanced and fixed-income portfolios for high-net-worth individuals and families, endowments, foundations and corporate retirement plans with a minimum asset value of $250,000.
Asset management and comprehensive financial planning for high net worth individuals, pension plans, and trusts.
An international banking firm offering asset management services, advice on mergers and acquisitions and other corporate finance matters, trading in U.S. and international securities, institutional brokerage, institutional and retail research, capital mar
Manages domestic and international equity, balanced and asset allocation strategies utilizing proprietary research models.
http://www.avatar-associates.com/
Manager of funds in active and passive accounts, specializing in passive international management using American depository receipts (ADRs).
Provides private asset management and financial planning services by fee only to individuals, families, trusts, unions and qualified pension plans.
A black-owned money management firm that aims to empower the African American community through investment in the stock market.
Provider of Internet-based B2B and B2C long-term investment consulting services. The company also provides online stock advice news services and online stock purchasing services. Services are provided to multiple industries. This company was capitalize
Provided merger and acquisition, corporate finance and advisory services, industry and market expertise and access to capital, specializing in sourcing funds for emerging ventures, domestic and international.
Specialists in asset allocation and investment planning, providing access to money managers, normally available only to large institutional investors.
Real estate investment bank with offices in New York and Chicago; provides real estate and financial advisory services to corporations.
Managing wealth for high net worth individuals, qualified retirement plans, endowments, foundations, trusts, pension plans and profit sharing plans.
Specialize in the management of equity and fixed-income assets for wealthy individuals, families, and nonprofit organizations.
http://www.entrustcapital.com/
A securities firm offering investment opportunities through vehicles such as corporate and municipal bonds, agencies, treasuries, CMOs, mortgage-backed securities and CDs.
Investment advisory services for institutional and individual investors.
http://www.firstinvestors.com/
Fischer, Francis, Trees & Watts, Inc.
The firm's corporate objective is to maintain a diversified business within the specialty of fixed-income and multi-currency portfolio management.
Financial asset management, specializing in managed asset plans, tax-advantaged investing, retirement planning and other services.
Provider of investment management and financial planning services for individuals, trusts, foundations and pension plans.
Utilize a computer based approach to evaluate overall equity market conditions and to choose individual stocks for purchase or for shorting.
Institutional Investment Advisors Corp.
A Registered Investment Advisor and Certified Financial Planning group, offering portfolio management.
Full service commercial bank providing personal and commercial checking accounts, basic banking accounts, as well as domestic and international banking services.
Laidlaw Group, LLC Capital Investment Managers
Investment counsel providing discretionary money management, retirement and estate planning, mutual funds and investment banking.
Provider of corporate and private traditional and alternative investment management services.
http://www.lazardnet.com/lam/global/index.shtml
Offer equity and fixed income asset management, specializing in Municipal bonds.
http://www.munibonds.com/index_infocenter.html
M.D. Sass Group of Companies, The
Investment management firm providing traditional and alternative money management for high-net worth and institutional clients.
Investment adviser managing both individual portfolios and a value mutual fund.
http://www.matrixadvisorsvaluefund.com/
The firm provides investment management services to select clients through Needham Emerging Growth Partners, L.P. and Needham Capital Partners L.P..
Pension fund investment management generating strong performance through quantitative analysis and fundamental research.
Financial investment firm, providing managed funds and risk management services.
Investment management company, invests primarily in public technology and growth companies, also make venture capital investments.
http://www.pantheoncapital.com/
Pinnacle International Management
Investment management firm dedicated to the management of international equity portfolios.
Rochdale Investment Management Inc.
Provider of customized portfolio management based on the firm's proprietary research competencies. Clients include affluent individuals and institutions.
Provider of asset allocation and risk management techniques.
Sanderson Capital Management, Inc.
Provider of investment management services and specializes in equity growth portfolios.
Financial advisor and capital management company using the institutional method of investing.
Provider of investment management services to tax-exempt employee benefit funds. Information provided by Nelson Network.
http://www.staceybraun.com/pages/f_sba_splash.asp
A Provider wealth management services including portfolio administration. tax planning and household administration.
Full service brokerage firm specializing in the micro-cap segment of the market for publicly traded securities.
http://www.taglichbrothers.com/
The Beacon Group Capital Services
A provider of investment management services which include private investor, strategic advisor, wealth counselor for individuals and institutions.
Investment management services for wealthy families, individuals and small companies. Information provided by Nelson Network.
Investment firm specializing in the management of structured investment funds and their fixed-income assets.
http://www.tritonpartners.com/
Investment management company and dealer in closely held and inactively traded securities.
Investment management company providing financial services, including private banking, fiduciary services, and tax, estate and financial planning, for affluent individuals and their families.
Investment management firm serving institutions, employee benefit plans, endowments, charitable trusts, individuals and family groups.
Tips & Advice to help you make your decision on Investment Management Firms in New York
Is your Albany business doing well, even in this challenging economy? Do you need a little extra money to invest from your Buffalo retail operation after you pay all of your expenses. You'd like your money to earn at least a small return? Investing can be a full-time job and you have your hands full running a profitable business. You need the assistance of an investment firm.
Investment management firms in New York offer a variety of products, ranging from traditional stocks to money market accounts to local bond issues. Such companies can't guarantee a return, but should be able to grow your money over time.
Look for an investment firm that has a proven track record with ... more
Is your Albany business doing well, even in this challenging economy? Do you need a little extra money to invest from your Buffalo retail operation after you pay all of your expenses. You'd like your money to earn at least a small return? Investing can be a full-time job and you have your hands full running a profitable business. You need the assistance of an investment firm.
Investment management firms in New York offer a variety of products, ranging from traditional stocks to money market accounts to local bond issues. Such companies can't guarantee a return, but should be able to grow your money over time.
Look for an investment firm that has a proven track record with the kind of investment you're interested in. You should also check for any complaints with the SEC or the local Better Business Bureau, just to be safe before handing over your company's hard-earned money.
When shopping for investment management firms in New York, it's wise to review the offerings of several different firms. Business.com features a large selection of such investment companies. Visit the links on the left to learn more about the products and services they offer.
?