American Asset Management Group (AAMG)
(local listing)
Rockville - independent, fee based, SEC-registered money management firm.
Atlantica Associates LLC
(local listing)
offering currency risk research for emerging markets, consulting on European Monetary Union, Forex advice, and Dollar-Euro-Yen exchange rates.
Creative Investment Research
(local listing)
provides information on banks, thrifts, and brokerage firms owned by women and minorities. Publishes the Minority Bank Monitor. Provides general investment research services.
Federal Realty Investment Trust
(local listing)
Rockville - manages, develops and redevelops prime retail properties.
Global Infrastrucure Resources
(local listing)
providing a market research service specializing in emerging markets.
ICMA Retirement Corporation
(local listing)
services to public sector employees.
ICS Financial
(local listing)
Fairfax - offers estate planning, insurance services, and asset management.
Investment Management Lara Group
(local listing)
Vienna - registered investment advisor with the SEC specializing in professional investment management services and asset management.
Kiplinger
(local listing)
puts financial events in perspective on a daily basis. Stock quotes, mutual fund rankings, financial frequently-asked-questions and interactive resources are available.
MBAnalysis
(local listing)
Bethesda - stock valuation for the professional investor.
Millennium Financial Services, LLP
(local listing)
Rockville - multi-faceted financial planning firm.
Oxford Tax Exempt Fund II, LP (OTEF)
(local listing)
Bethesda - invests in tax-exempt bonds issued to finance apartment and senior living/health care communities.
Profit Value Fund
(local listing)
Silver Spring
Rushmore Funds
(local listing)
Bethesda - provides diverse family of mutual funds for aggresive and conservative investors.
Summa Group, Inc.
(local listing)
McLean - providing international investment advice and a series of international trading newsletters.
Telemet America, Inc.
(local listing)
Alexandria - provides real-time stock quotes, charts, and news to professional and private investors.
The J.E. Robert Company
(local listing)
McLean - commercial mortgage investment and asset management firm with offices in the US and France.
Washington Society of Investment Analysts, Inc.
(local listing)
association of investment professionals offering classes, events, career support, and more.
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