Trusted by data-driven investors
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Pinnacle Capital Management, LLC
🇺🇸 5845 Widewaters Pkwy East Syracuse, New York 13057, USAn SEC-registered investment advisor specializing in the management of customized stock and bond portfolios for individuals and institutions, with a focus on active asset allocation and fiduciary responsibility. The firm also manages a mutual fund and two private funds, catering to diverse investment needs while overseeing a significant portfolio of client assets.
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.
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.
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.
Songbird Capital
🇺🇸 14 Nassau Street Princeton, NJ 08542, USSongbird Capital specializes in investment management, offering tailored portfolio solutions that focus on thematic investing to achieve high compounded returns. The firm distinguishes itself through its expertise in alternative investments and comprehensive risk management strategies.
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.
Updated on
Let our AI browse all websites for you
Save time, improve accuracy, and get ahead of the competition with Cenco.ai.
Get startedYou might be interested in
Top 20 Mobile App Development Companies in the US
Discover the top 20 mobile app development companies in the US, focusing on innovative solutions in finance, wellness, and legal services.
Top 18 metal fabrication companies in the US
Explore the top 18 metal fabrication companies in the US, specializing in diverse industries from architectural metal to custom machining.
Top 24 Broadcasting Companies in the US
Explore the top 24 broadcasting companies in the US, highlighting unique strategies and regional focuses in the competitive broadcast media landscape.