www.brandes.com
|
Brandes Investment Partners, L.P. (“Brandes”) is a leading investment advisory firm, managing equity and fixed income assets for institutional and private clients worldwide. Investment Vehicles: Separate Accounts, Proprietary and Sub-Advised Mutual Funds, and other collective investment vehicles. Since the firm’s inception in 1974, Brandes has applied the value investing approach, pioneered by Benjamin Graham, to security selection. As of June 30, 2011, the firm managed approximately $42 billion for a broad range of clients. As an independently owned firm committed to investment management, the firm is focused on meeting client objectives. In seeking to honor client mandates and complement other asset classes and investment styles, the firm adheres to its disciplined process. The firm believes the consistent application of its philosophy has the potential to reward patient, long-term investors with favorable results. Headquartered in San Diego, the firm maintains offices in Milwaukee, Toronto, and Geneva.
|
www.schwabadvisorcenter.com |
Since 1987, Schwab has supported independent investment advisors by offering support and services to help advisors grow their businesses and help their clients reach their financial goals. As of September 30, 2010, client assets custodied with Schwab Advisor Services stood at $609 billion. These assets, managed by over 6,000 independent advisor firms Schwab currently serves, represent approximately one-third of total client assets custodied with The Charles Schwab Corporation. Schwab Advisor Services (formerly Schwab Institutional) is a business segment of The Charles Schwab Corporation and is a leading provider of custodial, operational and trading support for independent investment advisors. www.schwabadvisorcenter.com
|
www.direxionfunds.com |
Direxion Funds, managed by Rafferty Asset Management, LLC, is a major provider of alternative-class mutual fund and leveraged index products for investment advisors and sophisticated investors who seek to effectively manage risk and return in both bull and bear markets. Founded in 1997, the company has approximately $7.5 billion in assets under management. The company’s business model is built on continuous product innovation, exceptional customer service and a commitment to building strategic relationships with a focused group of distribution partners.
For more information, please visit www.direxionfunds.com |
www.fiws.fidelity.com |
Fidelity Institutional Wealth Services is a leading provider of trading, custody, and brokerage services to Registered Investment Advisors,
Trust Institutions, and Third Party Administrators. The company is able to leverage the capital, resources, and expertise of the Fidelity organization, one of the world’s largest financial services companies, on behalf of its clients. This includes access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals
– all designed to help its clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability.
|
www.hardingloevner.com |
Harding Loevner seeks superior returns through investment in growing, financially-sound, well-managed companies. We conduct in-depth research into global industries to identify companies that we believe enjoy sustainable competitive advantages, and to evaluate the long-term durability of their growth.
We offer a family of global and international portfolios, each managed according to the same quality growth investment philosophy and research-intensive stock selection process, and carefully diversified in an attempt to reduce risk.
- Global Equity
- International Equity
- International Small Companies
- Emerging Markets
- Frontier Emerging Markets
|
http://www.hsbc.com |
HSBC Global Asset Management is a global investment manager with nearly 40 years experience managing client assets. The firm’s interests encompass both the developed and emerging markets of the world. HSBC Global Asset Management is a recognized leader in emerging markets with $135 billion invested in local, regional and global emerging market products, including a suite of U.S.-registered emerging market mutual funds.
HSBC Global Asset Management is wholly owned by HSBC Holdings plc. HSBC was founded in 1865 in Hong Kong and Shanghai and over the last 140 years has built a reputation for its longstanding history and understanding of emerging markets.
|
www.nb.com |
Established in 1939, Neuberger Berman is one of the world’s largest private, independent asset management companies. With approximately 1,600 employees, including more than 250 investment professionals, Neuberger Berman is a leader in providing a broad range of global investment solutions – equity, fixed income, and alternatives – to institutions and individuals through customized separately managed accounts and funds.
|
www.schroders.com/us |
Schroders is a global asset management firm with over 200 years of investment experience. As an active, research-driven manager with a singular focus on investment excellence, Schroders’ success is founded on a dedication to thought leadership, world-class resources and a research capability that sets us apart from the competition. As of June 30, 2011, Schroders managed approximately $328.7 billion globally.
Schroders provides a full range of domestic, international and global investment management products: from traditional cash management, to equity and fixed income strategies, as well as a variety of quantitative and active alpha solutions and alternative investments designed to meet the evolving needs of sophisticated investors. Our investment capabilities span global, developed and emerging markets, and are supported by extensive in-house resources that include research teams, analysts, economists and portfolio managers - a network of over 340 professionals throughout 25 countries – one of the largest office networks of any dedicated asset management company. |
www.tdameritrade.com
|
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 independent Registered Investment Advisors (RIAs) and their clients. We deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind—impeccable service. As steadfast advocates for independent advisors, we continually speak out to ensure that RIA needs and the needs of investors are always considered within the regulatory environment. When you choose to work with us, you’ll see how deeply we are committed to your success. Visit us at www.tdainstitutional.com or call us at 800-934-6124.
|
www.wisdomtree.com
|
WisdomTree® is a leading innovator of differentiated ETFs with 47 Exchange Trade Funds (ETFs) totaling over $12.5 Billion in assets under management. Through proprietary equity indexes and inventive applications of the active ETF structure, WisdomTree has constructed an ETF family that spans equities, debt, currencies and alternative investment strategies.
|
|
E-mail PDF Brochure