Investment Companies in Berkeley, CA

The Social Equity Group SEG is a Registered Investment Advisory company specializing in socially responsible investments. We have been delivering socially responsible money management solutions to individuals, businesses and institutions since 1992. We have offices in Berkeley, Healdsburg, Santa Rosa and Sebastopol.

Managing your finances today, let alone planning for what tomorrow may bring, does not happen automatically - or easily. Squeezed by the requirements of daily life, you may know the importance of planning for a secure financial future, but have placed it on the back burner. The nice news is that financial planning does not have to be an overwhelming burden.

JMR Capital Management is an asset fee based independent investment advisor registered with the California Department of Corporations and the FINRA/IARD division of the SEC. We have no banking or investment product relationship with any financial institution and as a result, receive no incentives or compensation which might create a conflict of interest or adversely impact the investment range process.

1.81 milesOur mission is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. We will assist you acquire the information you need to pursue...

4.64 milesOur goal is to supply individual, caring and knowledgeable advice to assist you clarify aims realize dreams. We'll sit down with you and really get to know who you are and where you...

4.64 milesWe supply intelligent, comprehensive financial management tailored specifically to our customers unique requirements and circumstances. At Aegis Capital Management, we emphasize customer...

4.64 milesBuilding and managing a successful investment program requires a significant amount of time and attention. John can assist you determine which of the many investment opportunities in...

4.64 milesDavis H. Riemer and Louise Rothman-Riemer, motivated by their vision of the value of a collaborative approach to fullfilling customers' goals, combined their careers in financial services...

4.64 milesAt Bell Investment Advisors, performance is what matters most. Since our inception in 1991 we currently have brought performance into every conversation. Does your investment advisor...

6.03 milesThe STG Group is a privately held and funded Commercial Real Estate investment group of firms. Our philosophy is built on asset appreciation that is augmented by pursuing value-oriented...

7.54 milesPhocas Financial selects and manages equity investments for institutional investors, individuals and investment advisors. We strive to provide attractive long-term returns with low...

8.20 milesCarefully planning your retirement takes more than just saving money and several luck! You need someone who is a financial professional and supplier of portfolio reviews, investing,...

8.87 milesHC Financial Advisors. is a financial planning and investment advisory company that provides services on a fee-only basis. We are located in Lafayette, California and have been serving...

8.87 milesGifford Fong Associates has been delivering state-of-the-art research, consulting services and proprietary analytical tools to the financial and legal communities since 1974. GFA focuses...

10.42 milesRochdale Investment Management welcomes you to our Web site. As it is our mission to supply you with comprehensive service regarding your investment requirements, this Web site enhances...

10.42 milesMontgomery & Co. is a leading investment banking company that supplies a huge array of services to growth firms worldwide. As one of the W coast's premier investment banking firms,...

10.42 milesAdvisor Partners creates comprehensive investment portfolios and manages customer accounts on behalf of the professional investment advisor. At Advisor Partners, we trust that the independent...

10.42 milesRutberg & Company is a research-centric investment bank focused exclusively on delivering M&A advisory services to both private and public firms, and raising mid to late stage capital...

10.42 milesCalifornia Investment Trust Fund Group-established in 1985-continues its tradition of combining customer-centered service with cost-efficient investment management. We feature a diversified...

10.42 milesEstablished in 1982, Partech International is a leading global venture capital company with offices in the U.S., Europe and Israel. Specific areas where we invest include Software &...

10.42 milesI formed this firm to give all investors the same judgment and investment-making skills provided over the past fifteen years to major Bay Area-based corporations and shareholders. Less...

10.42 milesLombard is a major international private equity investment director with offices in Bangkok, Hong Kong, and San Francisco, and extensive working relationships in Manila, Ho Chi Minh...

10.42 milesGibson Group Advisors is headquartered in the financial district of San Francisco and is focused on investing capital for private individuals and tiny institutions. We target our resources...

10.42 milesUse of this web page is governed by the User Agreement. The content contained on this site is believed to be accurate at the time it was posted, but is offered to consumers AS IS without...

10.42 milesA pioneer in managing all-ETF Exchange Traded Fund portfolios, Main Management is dedicated to providing transparent, cost-efficient, and customized investment solutions to high net...

10.42 milesJMP Securities is a complete-service investment bank that supplies equity research, institutional brokerage and investment banking services to private and public growth firms and their...

10.42 milesScott Sterling Johnston is the architect of an investment style that has consistently produced industry-competitive investment returns for over three decades. Sterling Johnston Capital...

10.42 milesWe actively seek out investments in the attractive lower-end segment of the middle market. We have a focused approach on specific industry sectors that enables us to engage in a thoughtful...

10.42 milesAt Parnassus Investments, we take a hands-on approach to investing, searching for undervalued firms with nice businesses. The Parnassus philosophy is that firms with ethical business...

10.42 milesWe invest in growing, profitable firms in the recurring services, media and communications industries. We have partnered with exceptional management teams in more than 50 tiny to medium...