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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.
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.
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.
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.
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.
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.
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.
Core-4 Investing specializes in simplifying investment strategies within the financial services industry by offering streamlined portfolios that consist of no more than four mutual funds or ETFs, making investment accessible and cost-effective for users. Its innovative approach emphasizes clarity and efficiency, providing free access to its Core-4 Portfolios.
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.
EULAV Asset Management specializes in providing investment advisory services for a diversified family of mutual funds, focusing on a wide range of investment objectives. Its innovative approach allows access through brokerage firms, financial advisers, or direct channels, catering to various investor needs.
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.
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.
Wilde Capital Management
🇺🇸 60 Morris Turnpike 2nd FloorWilde Capital Management specializes in investment management, offering outsourced core and ESG/impact global multi-asset investment solutions tailored for financial advisors and independent broker-dealers. Their innovative approach emphasizes straightforward, efficient portfolios constructed primarily with ETFs, designed to intelligently manage risk and adapt to global market changes.
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.
Hedgeye Asset Management, LLC
🇺🇸 1 High Ridge Park Floor 3Hedgeye Asset Management specializes in developing indices and model portfolios derived from proprietary intellectual property, catering to investment products and portfolio services within the financial services industry. Its innovative approach enhances the offerings of registered investment advisers and investment funds, including exchange-traded funds.
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.
Globalink Securities offers high-quality US stock account opening and trading services within the financial services industry, specializing in a comprehensive range of investment products including stocks, mutual funds, and ETFs. With a focus on user experience, it aims to facilitate seamless access to the US stock market for its clients.
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.
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.
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.
Davis Selected Advisers Lp
🇺🇸 609 5th Ave Fl 11 New York, New York 10017-1021, USDavis Selected Advisers Lp specializes in financial services, offering investment management solutions with a focus on long-term value creation and disciplined investment strategies. Their innovative approach emphasizes thorough research and a commitment to aligning interests with clients.
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.
WinCap Financial specializes in providing tailored financial services that focus on risk management and tax efficiency in equity portfolios, utilizing a boutique approach to optimize client investments in individual securities, mutual funds, and ETFs. Their innovative strategy emphasizes building wealth through a personalized financial plan that prioritizes safety and cost-effectiveness.
Viking Harbour Investment Solutions
🇺🇸 New York, NY, USViking Harbour Investment Solutions specializes in asset management services, offering innovative portfolio design and integration through sub-advisory arrangements and model provider agreements. The firm focuses on liquid alternatives, direct indexing, and custom model portfolios, leveraging extensive expertise in investment research and technology.
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.
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