- SEC-registered investment advisory firm co-founded by personal finance writer Scott Burns, offering a menu of pre-constructed portfolios. Articles and forums are provided.
- Subscription-based services and tools for the evaluation of mutual-fund managers' performances and fees, tailored for investment professionals and individual investors alike.
- Provider of lower-middle-market financing solutions, invests in a range of securities including leveraged loans, mezzanine loans and equity co-investments in partnership with management teams and private equity firms.
- Works with private equity, acquiring companies and small divisions of large Fortune 500 companies, and commercial real estate (i.e., hotels and hospitality) deals throughout the US. Based in Los Angeles.
- Defining itself as an "index boutique", OCM provides management and advisory services, as well as online articles, about exchange-traded-fund (ETF) and index investing.
- An independent company that provides specially selected investment products to institutional and family office investors in the Middle East and Europe.
- Holding company with subsidiaries which manage variety of equity, fixed income and gold funds and provide discount brokerage services to customers. (Nasdaq: WNMLA).
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