Roundhill Investments
Roundhill Investments is an SEC-registered investment advisor established in 2018, focusing on innovative exchange-traded funds (ETFs). The firm specializes in thematic equity, options income, and trading vehicles, catering to both investors and traders. As of January 2025, Roundhill manages over $4 billion in assets, bolstered by significant net inflows in...
RiverFront Investment Group
RiverFront Investment Group is a global asset management firm based in Richmond, Virginia, founded in December 2007. The firm operates under a holding company structure, with majority ownership by its employees and minority ownership by Baird Financial Corporation. RiverFront emphasizes a "Process over Prediction" philosophy, focusing on systematic investment strategies...
RIA Advisors
RIA Advisors, operating as Real Investment Advice, is a financial services firm that specializes in money management and financial planning. The company focuses on a client-centered approach, emphasizing transparency and diligence. RIA Advisors aims to be a trusted partner by offering personalized, goals-based planning and portfolio management tailored to the...
REX Shares
REX Shares is a provider of exchange-traded products (ETPs) based in Fairfield, Connecticut. Founded in 2014, the company specializes in alternative-strategy ETFs and ETNs, focusing on sophisticated financial tools for investors and traders. REX Financial, its parent company, manages over $8 billion in assets and is known for its MicroSectors™...
Resolute Investment Managers
Resolute Investment Managers, Inc. is a multi-affiliate asset management platform with roots dating back to 1986 through its affiliate, American Beacon Advisors. The company collaborates with over 30 independent investment managers, providing a supportive framework that allows affiliates to maintain their autonomy while benefiting from shared resources.
Resolute offers a...
KKM Financial
KKM is a boutique investment solutions firm that creates research-based financial products. Our firm works with wealth advisors, financial institutions, and family offices globally to assist in portfolio management and provide risk mitigation solutions. KKM offers distinct products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs...
Kensington Asset Management
Kensington Asset Management Specializes In Data-Driven, Quantitative Decision Models That Apply To The Equity And Fixed Income Markets.
Kensington Investment Distributors, LLC offers Securities through and is a Branch office of Fox Chase Capital, LLC Member FINRA/SIPC.
KBW
Keefe, Bruyette & Woods (KBW) is a boutique investment bank and broker-dealer that specializes in the financial services sector. Founded in 1962, KBW has established itself as a leading expert in various financial sub-sectors, initially focusing on regional banks. The company has expanded its offerings to include sales, trading, and...
Investors Business Daily
Investor's Business Daily (IBD) was founded in 1984 by William J. O'Neil and rebranded in 1991. The company aims to provide individual investors with the same information that professionals use, helping to level the playing field between Wall Street and Main Street. In March 2021, IBD was acquired by News...
Invesco Asia Pacific
Invesco US is a global investment management firm that is part of Invesco Ltd., founded in 1935 in Atlanta, Georgia. The company manages investments across public and private markets, serving both institutional and retail clients in over 20 countries. Invesco emphasizes independence, innovation, and a global reach, with strategic acquisitions...
iFAST Financial Hong Kong
iFAST Financial (Hong Kong) is a subsidiary of iFAST Corporation Ltd., a digital banking and wealth management platform based in Singapore. Established in 2000, iFAST expanded to Hong Kong in 2007, taking advantage of the city's status as a global financial hub to enhance its services throughout the Asia-Pacific region....
Humankind Investments
Humankind Investments is a socially responsible investment firm focused on generating rewards for both investors and humanity. The company believes in holding businesses accountable for their societal impact and aims to inspire improvements through annual rankings and assessments of companies based on their contributions to humanity.
The firm offers an...
GLOBALT Investments
Globalt is a leader in building portfolios that focus on the changes in the global market place. The global economy and markets continue to be very volatile and unpredictable in nature. Our goal is to provide a steady hand to guide you in this journey of ever-changing markets.
Globalt Investments...
Gemmer Asset Management LLC
Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts. Our investment philosophy is grounded in a risk-managed, asset allocation approach using world class institutional money managers (i.e. mutual funds, ETFs, separately managed accounts).
We work exclusively...
FlexShares Exchange Traded Funds
FlexShares Exchange Traded Funds is a goal-oriented ETF provider managed by Northern Trust Asset Management. The company focuses on investment solutions that align with specific investor goals through its Flexible Indexing approach. As of December 31, 2024, FlexShares manages 28 ETFs with $20.3 billion in assets under management.
FlexShares employs...
Firstrade Securities Inc
Firstrade Securities Inc. is an online brokerage firm founded in 1985 and headquartered in Flushing, New York. Originally named First Flushing Securities, the company rebranded in 1997 to focus on online trading services. Firstrade is dedicated to providing high-value services that help customers achieve their financial goals.
The firm offers...
Financial Designs
Since 1981 Financial Designs has helped people retire securely with their retirement goals in mind. Servicing Southern California Edison employees and retirees since 1986, we specialize in making the retirement process a stress free process and one people can be confident in.
At Financial Designs, we use a personalized approach...
Davis Advisors
• An independent, employee-owned investment management firm founded in 1969.
• A time-tested investment discipline offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds.
• Founded more than 50 years ago, our mission has been to serve our shareholders with high integrity.
How We...
Columbia Threadneedle Investments US
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,500 people, including approximately 650 investment professionals based in North America, Europe and Asia, we manage over $600...