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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.
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.
Columbia Threadneedle Investments, US
🇺🇸 290 Congress St Boston, Massachusetts 02210, USA leading global asset management group, specializing in a diverse range of investment strategies and solutions, including equities, fixed income, and alternatives, catering to individual, institutional, and corporate clients. With a focus on innovation, it manages a significant portfolio of assets across developed and emerging markets.
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.
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.
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.
F/m Investments is a multi-boutique investment firm managing $15 billion in diversified strategies across various asset classes and markets, emphasizing collaboration among experienced investment teams to drive client growth.
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.
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.
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.
Blue Investment Partners LLC
🇺🇸 Alamo, CA 94507, USBlue Investment Partners specializes in financial services, offering institutional-grade portfolio construction and wealth management through a boutique approach. Their innovative strategies focus on diversified investments using liquid Exchange Traded Funds (ETFs) and Mutual Funds, complemented by managed equity, fixed income solutions, and alternative strategies, all aimed at optimizing investment outcomes with transparency and cost efficiency.
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.
Mairs & Power specializes in investment management, providing individually managed accounts, mutual funds, and an ETF with a focus on long-term investing strategies. Founded in 1931, it emphasizes tailored investment solutions for a diverse range of investors.
Timber Point Capital Management
🇺🇸 Briarcliff Manor, NY 10510, USTimber Point Capital Management is a boutique investment firm specializing in alternative and multi-asset solutions, catering to independent financial advisers, institutions, and private clients with a focus on solution-oriented investing.
Gotham Asset Management, LLC
🇺🇸 535 Madison Avenue 30th FloorGotham Asset Management specializes in investment management, focusing on domestic and international value investing strategies for institutional clients. Utilizing a fundamental value discipline developed by experienced leaders, it effectively manages both long-only and long/short equity portfolios.
Freedom Advisory, LLC
🇺🇸 500 East Broward Boulevard, Suite #1710 Tower One - Suite 205Specializing in investment management, this firm offers fiduciary, fee-only wealth management services tailored to individual client needs, including trusts, estates, and charitable organizations. Its innovative approach focuses on customized asset allocation and ongoing portfolio evaluation, emphasizing risk management and emotional detachment from market fluctuations.
Beyond Borders Investment Strategies, LLC
🇺🇸 Greater Boston Area, MA 02446, USBeyond Borders Investment Strategies specializes in investment management, focusing on equity ETFs from crisis-stricken nations to optimize risk-adjusted returns. Utilizing a unique "country macro value" approach, the firm combines quantitative analysis with insights into global macroeconomic trends to create low-cost, diversified portfolios that address both financial and sovereign risks.
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.
RS Investments specializes in investment management, focusing on innovative strategies to optimize asset growth and enhance client portfolios.
J.P. King Advisors, Inc. specializes in financial services, offering investment management and financial planning tailored for individuals, retirement plans, and foundations. The firm employs an Institutional Strategic Asset Allocation approach, focusing on effective diversification and low-cost solutions through the use of institutional class mutual funds and exchange-traded funds.
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.
Emergent Global Investments
🇺🇸 8950 SW 74th St Suite 1612Emergent Global Investments specializes in boutique wealth and investment management, offering a comprehensive range of services including financial planning, investment advisory, and alternative investments. The firm distinguishes itself through a focus on goal-oriented and values-based investment strategies, catering to high net worth and ultra-high net worth individuals with an emphasis on sustainable and socially responsible investing.
MVM Advisors LLC
MVM Advisors LLC specializes in investment management, offering a fee-only, independent approach that emphasizes innovative thinking and active investing. With a focus on risk management and a commitment to low-cost, high-quality portfolios, they provide tailored solutions and extensive resources to meet the diverse needs of their clients.
Arque Advisors specializes in investment management, focusing on risk protection and opportunistic investing for families through proprietary strategies, including risk-controlled ETFs and AI-based investments. The firm uniquely develops its own private equity and hedge fund opportunities while providing comprehensive asset management services tailored to individual, family office, and institutional investors.
Specializing in global and non-US growth stock investing, Redwood Investments employs a focused investment process that leverages extensive global expertise to generate cross-portfolio insights. As part of a legacy of growth-style investment management, it emphasizes discovering companies undergoing Positive Dynamic Change.
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