American Society of Appraisers
(local listing)
an international, independent teaching, testing and certifying appraisal society representing the multi-disciplines of the valuation profession.
Ashfield & Co., Inc.
(local listing)
San Francisco - committed to thoughtful, prudent investment management.
Bay Options
(local listing)
Berkeley - option analysis and risk management software for investors, brokers, and traders.
Bear, Inc.
(local listing)
San Carlos - receive a snapshot valuation of your company or small business by submitting a web form.
Belvedere Group
(local listing)
Tiburon - Registered Investment Advisors. Offers market commentaries, advice, and information about our investment services.
BullTrade
(local listing)
Mountain View - stock newsletter and financial forum designed to help the common investor make educated investment decisions.
Butler Investment Management Group
(local listing)
Napa - registererd investment advisory firm that provides investment counseling, advising, planning, and financial management sevices.
California Investment Trust
(local listing)
San Francisco - no-load mutual fund family offering investors 7 different funds with no sales charges or redemption fees.
Commonwealth Foreign Exchange, Inc.
(local listing)
San Francisco - offers tools and services to facilitate foreign payments and receivables.
Cypress Knowledge
(local listing)
Menlo Park - online financial planning and investment advisory service for 401(k) plans.
Dodge and Cox Funds
(local listing)
San Francisco - offers no-load stock, balanced, and income funds.
Dolan Capital Management
(local listing)
Palo Alto - registered investment advisor and financial planning firm.
EIC Group
(local listing)
Redwood City - provides real estate investment opportunities and advice.
Emerging Growth Management Co.
(local listing)
San Francisco - provides asset management services to pension plans, endowment funds and high net worth individuals.
Essex Property Trust, Inc.
(local listing)
Palo Alto - a fully integrated real estate operating company that specializes in multifamily properties on the West Coast.
Hahn Capital Management
(local listing)
San Francisco - providing investment management services to high net-worth individuals, pensions, profit-sharing plans and corporations.
Harris Bretall Sullivan & Smith
(local listing)
San Francisco
Jon Peddie Associates (JPA)
(local listing)
Tiburon - monitors and reports on the digital media technology market.
KSP Capital Management, L.L.C.
(local listing)
Alamo - hedge fund investment management.
Meritage Advisors, LLC
(local listing)
San Francisco - manages portfolios of investment strategies on behalf of wealthy individuals and families.
Millennium Funds
(local listing)
San Francisco - offers growth and income funds.
Money Manager Review
(local listing)
San Francisco - guide to the nation's leading investment managers.
Pixley Group LLC, The
(local listing)
San Francisco - providing commodities futures and options service.
PM Investments
(local listing)
Novato - provides financial planning to individuals and organizations.
Porvenir, Inc.
(local listing)
San Francisco - offering a wealth of current Latin American business, economic and financial information.
Progressive Asset Management, Inc.
(local listing)
Oakland - investment firm specializing in socially responsible investing.
Retirement Benefits Planning
(local listing)
Alamo - provides independent financial advice and asset management services for individuals and retirement plans.
Sife Trust Fund
(local listing)
Walnut Creek - growth and income oriented mutual fund, investing primarily in financial institutions.
Sutro & Co.
(local listing)
San Francisco - branch office locations throughout California, Arizona and Nevada.
Trillium Asset Management
(local listing)
San Francisco - dedicated solely to socially responsible, activist investing.
Volpe Brown Whelan & Co.
(local listing)
San Francisco - develop and maintain focused, active, long-term relationships with a highly select group of emerging entrepreneurial companies.
Webster Planning Corporation
(local listing)
San Mateo - retirement plans, 401(k), profit sharing, defined benefit, money purchase.
Wetherby Asset Management
(local listing)
San Francisco - investment advisory services for individuals, families, trusts, institutions and pension plans.
Women's Equity Mutual Fund
(local listing)
San Francisco - invests in public companies that advance the social and economic staus of women in the workplace.
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