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Listings With Finance Certifications


Advanced Investment Partners

Service Provider

Great Lakes Advisors is a value-oriented manager providing customized solutions. The firm currently manages nearly $5 billion in assets for public funds, not-for-profits, religious communities, Taft-Hartley funds, corporations, endowment/ foundations, health care plans, platform relationships, and high net worth individuals. Great Lakes' clients receive fundamental and disciplined equity strategies, as well as customized fixed income separately managed

100 Main Street
Safety Harbor, Florida
USA 34695
(727) 712-2989

Additional Listing Categories: Advisors


Aequitas Investment Advisors, LLC

Service Provider

Aequitas Investment Advisors was founded in 1991 as an independent investment advisory firm offering services to individual clients and trustees of non-profit organizations. The firm offers a unique combination of highly personal service, substantial experience and independent advice. By working on a Fee-Only basis, clients are assured of an objective and practical presentation of solutions to address their unique financial goals. Aequitas hopes to work with you

24-175 Derby Street
Hingham, Massachusetts
USA 02043
(781) 740-1199

Additional Listing Categories: Financial Planners


AIO Financial

Service Provider

We earn no commissions and sell no products. We work only for you to represent your best financial interest with 100% loyalty. AIO fee-only fiduciary financial planners work to meet our clients' individual financial needs in areas including: investment review and management ; tax planning and preparation retirement planning ; insurance analysis ; estate planning ; debt reduction ; and other financial issues (budgeting, charitable gift planning, real estate

2531 East Richards Place
Tucson, Arizona
USA 85716
(520) 325-0769

Additional Listing Categories: Financial Planners


Aline Autenrieth - Progressive Asset Management/ Financial West Group, Inc

Service Provider

Implementing long-term financial strategies for enhancing quality of life, affording the opportunity to make a meaningful contribution; protect the environment, work for justice, foster world peace; nurture your future

111-1150 Schurman Drive South
Salem, Oregon
USA 97302
(503) 991-5379

Additional Listing Categories: Financial Planners


Allegheny Financial Group, Ltd.

Service Provider

Allegheny comprises two closely related companies with the same goal of helping clients achieve their financial objectives. Allegheny Financial Group is a boutique financial advisory firm providing financial planning and investment management services to households and businesses that want the highest level of attention. Founded in 1976, the firm is an SEC-registered investment advisor. Allegheny Investments is an investment management and financial planning

100 Stone Quarry Crossing, 811 Camp Horne Road
Pittsburgh, Pennsylvania
USA 15237
(800) 899-3880

Additional Listing Categories: Financial Planners


Amalgamated Bank

Service Provider

For nearly a century, Amalgamated Bank has been the most trusted financial institution for progressive people and organizations. By helping those who do good do better, we work to help make the world more just, compassionate and sustainable. Our extensive experience, financial resources and community of like-minded customers offers labor unions, philanthropies, political campaigns, socially and environmentally responsible corporations, as well as

275 7th Avenue
New York, New York
USA 10001
(212) 895-8988

Additional Listing Categories: Banks


Andrew Hill Investment Advisors, Inc.

Service Provider

The origins of the firm began more than a decade ago when Andy Hill and Jennifer Figurelli began working together in the trust department of a regional bank. Prior to entering the trust industry, Jennifer began her professional career in the legal field, while Andy ran an independent investment firm in Naples, Florida which focused on value investing. From early in the professional partnership, Jennifer and Andy discovered that they shared the same work ethics and client

210-1395 Panther Lane
Naples, Florida
USA 34109
(239) 777-3129

Additional Listing Categories: Financial Planners


Ann Lander - Lander Advisory

Service Provider

Ann specializes in socially responsible investing. She believes in planning for the long term, and feels that diversification is important in any portfolio. Keeping all your eggs in one basket is good if you're cooking an omelet; if not, you could have quite a mess on your hands. Some of Ann's areas of focus are: Socially and environmentally responsible investing; Asset management services; Investment policy statements; Fee-based financial; planning and consulting

361-1716 Clark Avenue
Long Beach, California
USA 90815
(562) 597-6632

Additional Listing Categories: Advisors


Appleseed Fund

Service Provider

We launched the Appleseed Fund (APPLX) in December 2006 with the goal of generating market-beating returns by making prudent, disciplined, and sustainable investments. Since the Fund's inception, we have worked tirelessly to generate strong returns by investing in well-managed, highly competitive businesses whose shares are selling at significant discounts to our estimates of intrinsic value. Based on requests from investors, we launched an Institutional Share

2200-161 North Clark Street
Chicago, Illinois
USA 60601
(312) 896-9660

Additional Listing Categories: Funds


ARIEL INVESTMENTS

Service Provider

Since our founding in 1983, much has changed in the investment world, but a clear mission has consistently defined who we are and what we do. We use the market's short-term focus to uncover mispriced companies whose true value will be realized over time. We began as a small- and mid-cap value manager, and evolved strategically to offer three approaches - all of which seek out attractive intrinsic value through relatively concentrated portfolios. Intensive fundamental

2900-200 East Randolph Drive
Chicago, Illinois
USA 60601
(800) 292-7435

Additional Listing Categories: Funds