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Category: Boston > Business > Investment
Acadian Asset Management     (local listing)
Boston - investment management firm specializing in active global and international equity strategies.

Berents & Hess Capital Management, Inc.     (local listing)
Boston - investment management firm, specializing in growth stock portfolios for high networth individuals and institutions.

Commonwealth Equity Services     (local listing)
Waltham - independent broker/dealer dedicated to helping financial advisors leverage their time and talent.

Commonwealth Foreign Exchange, Inc.     (local listing)
Boston - offers tools and services to facilitate foreign payments and receivables.

Compass Capital Corporation     (local listing)
Newton - registered investment advisor.

Corporate Realestate Investment Company (CRIC)     (local listing)
Boston

EquiServe     (local listing)
Canton - stock transfer agent offering a broad range of services.

Garrison Asset Management Company     (local listing)
Chatham - investment analysis, portfolio design, and performance evaluation.

Goldman & Associates Insurance Financial Services, Inc.     (local listing)
Hyannis

Griffon Group, LLC     (local listing)
Woburn - offers analytical software development and consulting for the investment management industry.

Heritage Advisors     (local listing)
Boston - providing assistance in some of the most important and most complex financial planning areas.

Hospitality Properties Trust     (local listing)
Newton - invests in income producing real estate with an emphasis on hotel properties.

Hub Data Inc.     (local listing)
Cambridge - offers investment software users one point of access to data from nine vendors that includes prices, cashflows and more.

Innostar, Inc.     (local listing)
Boston - services include mergers & acquisitions (M&A), joint ventures, Chinese commerce database, financing, Chinese government relations. Also direct access to all Internet search utilities.

Kinder, Lydenberg, Domini & Co. SRI     (local listing)
Cambridge - social research on corporations for institutional investors.

Krupp Funds Group     (local listing)

Leonhardi Investment Management, Inc.     (local listing)
Portsmouth - provides fee-only portfolio management services for businesses (401k, profit sharing) and individuals.

Liberty Asset Management Company     (local listing)
Boston - fund manager for the Liberty All-Star Equity Fund (NYSE: USA) and the Liberty All-Star Growth Fund, Inc. (NYSE: ASG), formerly The Charles Allmon Trust.

MFS Investment Management     (local listing)

New Boston Fund, Inc.     (local listing)
Boston - offers information on activities and investment team.

Northeast Investors     (local listing)
Boston - manages two mutual funds, Northeast Investors Growth Fund and Northeast Investors Trust.

Northern Capital     (local listing)
Andover - institutional investor services and backoffice software for introducing broker-dealers.

Pension Administration and Trust Accounting (PATA)     (local listing)
Ipswich - offers third party administration services.

Pinnacle Investments of America, Inc.     (local listing)
Boston - registered investment advisors. Offers a hedge fund focusing on trading and investing of technology and Internet related equity issues.

Putnam Investments     (local listing)
Boston

Quantitative Group of Funds     (local listing)

Rapo & Jepsen     (local listing)
Newton Centre - providing personal and business investment and insurance services.

RTF Retirement Plan     (local listing)
Braintree - 401(k) retirement plan designed especially for smaller employers.

Selected Funds     (local listing)
mutual fund managers.

State Street Global Advisors (SSgA)     (local listing)
Boston - offers a family of no-load funds and uses quantitative and traditional techniques to manage investment programs and portfolios for institutional and individual investors.

Triad Investment Advisors     (local listing)
Hingham - independent, fee-based investment advisor investing in mutual funds, stock, and bonds.

Trillium Asset Management     (local listing)
Boston - dedicated solely to socially responsible, activist investing.

Trudeau & Trudeau Associates, Inc.     (local listing)
Braintree - international merger & acquisition consulting and corporate finance firm, handling domestic and international projects through it s 10 European offices.

Trust Company of Vermont     (local listing)
Brattleboro - specializes in trust and investment management for individual investors, corporations, and non-profits.

Winslow Management Company     (local listing)
Boston - manages endowments for non-profit institutions, pension funds and high net worth individuals by investing environmentally responsibly.

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