Investment Companies in Philadelphia, PA

Mondrian is a value-oriented money director with offices in London and Philadelphia. Our customers are huge institutional investors from across the globe. We have a huge array of product offerings that cover equity, fixed income and balanced mandates. Mondrian sub-advises a number of funds available to medium-size institutions and high net worth individuals.

Established in 1998, Greentree Brokerage Services. is a complete service firm focused on improving portfolio performance through improved implementation. Greentree combines talent, technology, and tenacity in servicing its clients. The most important realization being that we exist to serve our clients. Therefore, we live by the belief that... Our customers always come 1st.

Cooke & Bieler is an independent professional organization committed to delivering investment counseling services to institutions and families. Founded in 1949 and situated in Philadelphia, the company manages endowment, foundation, pension and personal portfolios for a select number of significant customers.

Featuring Premier HedgeLoan Enjoy the peace of mind of knowing your securities remain in your name, account and title at all times - never sold, altered, or traded - while tapping them for up to 95% of value in one of several custom loan packages. HedgeLender of Philadelphia provides a powerful securities-backed loan service run by a major U.S. banking and brokerage institution in which shares remain in the borrower's name, account, and title at all times.

Mercator Advisors supplies financial consulting services to government, corporate and non-profit organizations sponsoring major infrastructure projects and programs. We specialize in huge or complex capital investments involving a blend of private and public sector resources and utilizing innovative procurement, financing or management techniques.

AJO is an independent, registered investment adviser established in 1984. The company is a limited partnership, wholly owned by 12 active principals and comprised of 27 investment specialists and 12 support staff. We provide benchmark-relative and absolute-return strategies across the market-cap spectrum of U.S. equities. We can vary tracking error or total volatility.

Our highly personalized, independent and specialized advisory services are created to provide meaningful results for middle market firms seeking to maximize equity value and complete business transactions. We serve international and residential public and private companies, and their boards of directors, owners and related fiduciaries and investor groups.

Three years ago, the concept of re-weighting equity indexes by economic factors rather than by price or capitalization arrived with considerable debate. The back testing of this concept alone required every serious investor to evaluate the concept. Today, economic weighting of indexes has moved from idea to active investment strategies.