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Investment Manager Financial Sites

 
 

Bailard, Biehl & Kaiser - bailard.com

Specializing in multi-asset portfolio management, real estate and alternative investments for high net worth individuals and institutions

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Benefit Planning Services - bpsfinancial.com

Fee-only investment management, financial planning and charitable consulting

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Circle Trust Company - circletrust.com

Mutual fund trading, retirement investments, assets management, trust services and self-directed brokerage

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Croesus Portfolio Management System - croesus.com

An advanced portfolio management software solution for the securities industry

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Financial Information Network - fingps.com

Real-time portfolio management and accounting solutions for large-to-medium investment firms. Systems include SMA sponsor-capable integrated MDA, order management, block trading, manage-by-model, performance, fee billing, electronic trading, and automated reconciliation

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Harold C. Brown & Co., Inc. - Online - hcb.com

Investment objectives implemented with consistency and persistence

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Investment Performance Measurement Software - fairmonttech.com

Investment performance measurement software made simple to use. Windows-based software to calculate time & dollar weighted returns. Free trial

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