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In 2025, the U.S. asset management industry showcases diverse strategies, with firms like Inaeya Wealth Management in Texas specializing in Sharia-compliant portfolios, and Deem Asset Management in Ohio offering comprehensive advisory services. Ocean Park Asset Management in California employs risk-based portfolio management, while Thrivent Asset Management in Minnesota boasts holistic investment solutions. New York's Vise innovates with AI for personalized portfolios. These companies exemplify the industry's commitment to customized and ethical investment strategies across major regions.
Inaeya Wealth Management LLC
🇺🇸 Sugar Land, Texas 77498, USInaeya Wealth Management specializes in investment management by providing Sharia-compliant portfolios of individual securities, halal mutual funds, and ETFs tailored to client preferences, emphasizing ethical investment practices.
ETF Action is an independent technology and research firm in the financial services industry, specializing in empowering advisors to enhance portfolio construction and client engagement while expertly navigating the complex landscape of ETFs, mutual funds, and closed-end funds. Their innovative approach focuses on delivering insights through a unique lens on market dynamics.
Thrivent Asset Management
🇺🇸 901 S Marquette Ave Minneapolis, MN 55402, USThrivent Asset Management specializes in investment management, offering a range of actively managed mutual funds, interval funds, and model managed accounts. With over 50 years of experience, it focuses on holistic financial services and aims to serve its clients through innovative investment solutions.
Del Monte Capital, Inc.
🇺🇸 513 A Hartnell St Monterey, California 93940, USDel Monte Capital, Inc. specializes in investment management, offering portfolio management services, ETF and mutual fund strategies, and risk management tailored to meet specific investment objectives. Its innovative approach focuses on aligning investment strategies with client goals to optimize performance and mitigate risks.
Vise is a technology-driven asset manager that empowers financial advisors to create, manage, and articulate personalized investment portfolios. Pioneering the Wealth 3.0 movement, it focuses on automated, customized investing solutions that enhance client outcomes while leveraging innovative methodologies such as direct indexing and ESG investing.
Specializing in investment management, this firm employs a disciplined, rules-based approach to risk management, aiming to eliminate emotional decision-making in portfolio management. It offers a range of services including advisory and portfolio management for mutual funds and exchange-traded funds, catering to both individual and institutional clients.
Easterly Funds operates within the financial services industry, specializing in a mutual fund platform that provides investors access to boutique managers and innovative investment strategies. Its focus on alpha-generating mutual funds aims to enhance income, capital appreciation, and risk management for investors.
OppenheimerFunds
🇺🇸 Two Peachtree Pointe 1555 Peachtree Street, NE, Suite 1800OppenheimerFunds specializes in investment management, offering a diverse range of strategies including equity, fixed income, alternatives, and ETFs. With a focus on delivering tailored insights and outcome-oriented solutions, it aims to enhance the investment experience for financial advisors, individual investors, and institutions.
Touchstone Investments
🇺🇸 303 Broadway, Suite 1100 Cincinnati, OH 45202, USTouchstone Investments operates in the financial services industry, specializing in mutual fund solutions sub-advised by institutional asset managers. Their innovative "Distinctively Active" approach emphasizes a rigorous selection process for asset managers and a robust portfolio construction strategy that integrates both active and passive investment techniques.
Emerging Global Advisors
Emerging Global Advisors specializes in investment management, focusing on expanding exchange-traded fund (ETF) offerings through innovative strategies in both developed and emerging markets. The firm leverages its expertise to provide comprehensive investment solutions tailored to a diverse clientele.
Deem Asset Management specializes in investment management and consulting, offering fee-based advisory services for portfolio management that includes a diverse range of securities and assets. The firm distinguishes itself through comprehensive financial planning services, including estate and retirement planning tailored for both individuals and organizations.
Homestead Funds specializes in providing no-load mutual funds and asset management services, primarily catering to the cooperative community while welcoming all investors. With over 30 years of experience, the firm emphasizes a disciplined investment approach that prioritizes client interests, ensuring that the full amount invested is utilized effectively without sales commissions.
AXS Investments specializes in asset management, offering innovative alternative investment strategies through investor-friendly ETFs and mutual funds designed to enhance portfolio diversification for individual investors. Their approach emphasizes liquidity, transparency, and accessibility, akin to the offerings available to institutional and high net worth investors.
Investment Company Institute
🇺🇸 1401 H St., NW, Suite 1200 Washington, DC 20005, USA leading association in the industry associations sector, ICI represents regulated funds globally, including mutual funds, ETFs, closed-end funds, and UITs, while promoting high ethical standards and enhancing public understanding of these investment vehicles. Through its international outreach, ICI advocates for the interests of funds and their stakeholders worldwide.
Buena Vista Investment Management Inc.
🇺🇸 Wisconsin Rapids, USBuena Vista Investment Management specializes in providing tailored investment advisory services, focusing on creative solutions to preserve and grow client assets. The firm offers unique mutual fund portfolios and custom investment management, with a strong emphasis on foreign and midcap investing as a fee-only advisor dedicated solely to client interests.
ETF Portfolio Partners
🇺🇸 4831 W. 136th Street, Suite 300 Leawood, KS 66224, USETF Portfolio Partners specializes in building and managing portfolios exclusively composed of exchange-traded funds (ETFs), offering globally diversified and risk-adjusted investment strategies. As a nationally recognized leader in ETF portfolio management, it provides institutional-quality services at a lower cost compared to traditional financial products.
RecipeInvesting
🇺🇸 1431 WIRT RD #120 Houston, Texas 77055, USSpecializing in book and periodical publishing, RecipeInvesting offers innovative tracking and comparison of over 200 model ETF portfolios, providing detailed risk and return metrics to empower investors and advisers in making informed investment decisions.
Calamos Investments
🇺🇸 2020 Calamos Court Naperville, Illinois 60563, USA diversified global investment firm, specializing in innovative strategies across alternatives, multi-asset, convertible, fixed income, equity, and sustainable equity. It offers a wide range of investment vehicles, including separately managed portfolios, mutual funds, and ETFs, catering to the needs of individuals, investment professionals, and institutions.
Strategy Shares specializes in innovative exchange traded funds (ETFs), offering unique actively managed investment strategies to enhance portfolio management and wealth creation in the financial services industry.
Luan Consulting specializes in outsourcing and offshoring consulting, offering comprehensive back and middle office support tailored for the financial and transportation sectors, including operations, compliance, finance, and IT solutions. Its innovative approach focuses on delivering specialized services to investment advisers, asset managers, and the transportation industry, ensuring regulatory compliance and efficient operational management.
Cromwell Funds operates in the investment management industry, offering high-quality, differentiated, and actively managed strategies tailored for financial advisors and their clients. The firm uniquely collaborates with a select group of experienced, independently owned asset managers to deliver innovative investment solutions.
EventShares ETFs
🇺🇸 200 Vesey Street, 24th Floor New York, NY 10282, USA leading investment firm specializing in active, thematic ETFs, focusing on legislative and regulatory opportunities through innovative policy research and quantitative analysis. Their unique approach emphasizes policy-driven investment strategies to maximize returns in the stock market.
AdvisorShares specializes in actively managed exchange-traded funds (ETFs), leveraging their operational and tax-efficient structure to provide accessible investment products that help investors achieve their financial goals.
Innovator ETFs specializes in investment management, focusing on Defined Outcome ETFs that incorporate built-in risk management to enhance predictability in investment outcomes. As the leading provider in this niche, it has pioneered the Defined Outcome ETF revolution, offering innovative solutions for investors seeking structured investment strategies.
Armada ETF Advisors specializes in investment management, focusing on providing broad access to residential real estate through innovative exchange-traded funds (ETFs). By emphasizing the personal connection individuals have with real estate, the firm aims to democratize investment opportunities in this asset class for diverse socio-economic groups.
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