Investment & Asset Management

Invesco is an independent investment management firm with more than 6,800* employees dedicated to delivering an investment experience that helps people get more out of life. Invesco manages more than $834.8 billion* in assets under management and provides our retail and institutional clients a diverse and comprehensive range of investment capabilities. Invesco has its presence […]

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Mission: BlackRock’s mission is to create a better financial future for our clients. As

As the nation’s leading independent broker-dealer*, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 16,000 financial professionals and approximately 700 financial institutions. We also support more than 4,000 other financial professionals with customized clearing solutions, advisory platforms, and technology. *As reported by Financial Planning magazine, June 1996-2019,

We are very proud to celebrate this significant milestone for our Small Cap Core Equity strategy. The Small Cap team’s strong track record over their long tenure is driven by their unwavering conviction in a philosophy that has remained in place since the strategy’s inception. Longstanding client relationships are a hallmark of our firm and

WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management. Founded in 2007 by Igor Tulchinsky with the belief that talent is global, but opportunity is not, WorldQuant has more than 1,000 employees spread among 24 global offices. WorldQuant seeks to get to the future faster, guided by the

LaSalle’s history in the property industry goes back to 1968 with a small firm in West Texas. Twelve years later, we launched our first investment fund and began to grow into the company we are today. Now, we are a world leader in real estate investment management, with clients, offices and investment opportunities that span

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms.

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth

Voya Financial is an American financial, retirement, investment and insurance company based in New York City. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering.