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DIRECTORY » Financial Management-services (99 sites)

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Software » Accounting » Vendors » (95)


Carson Wealth Management Group

http://www.carsonwealth.com/

Services offered include financial, tax, and estate planning.

Keywords: trusts, wealth services, carson, advice, financial, investments, money, planning, portfolio, retirement, tax management


Logical Support Services

http://www.lss.co.uk/

Provides technology and services to financial services companies.

Keywords: estate agency software, fund management software, investment software, property software, wealth management software, wms

Keane Capital Management, Inc.

http://www.keanecapital.com/

Manages private investment partnerships for accredited investors, family wealth offices, foundations, and the private client groups of financial institutions.

Keywords: asset allocation, north carolina, private funds, capital appreciation, carolinas, charlotte, investing, investment advice, investments, investors, keen funds, private funds management, southeast, financial services, financial services firm, investment, investment management, investor services, long-term capital


Alter Asset Management, Inc.

http://alterasset.com/

A private, fee-based financial services corporation offering investment management and advisory services to high net worth individuals and institutions.

Keywords:

Matthai Capital Management

http://www.matthai.com/

Offers portfolio management services. Features articles and a glossary of investment terms.

Keywords: crts, charitable remainder trusts, investment advisors, investment management, investment products, matthai capital management, planning, portfolio management services, trusts, wealth management, financial

Bob Stowe, CFP

http://www.stowefinancialplanning.com/

Financial advisor providing portfolio management and financial planning services.

Keywords: financial planners, investment advisers, securities, plano, stowe financial planning, advisory, bonds, insurance, investment advisors, investment managers, mutual funds, portfolio management, portfolio managers, retirement, stocks, financial advisors

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