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  2. Public Financial Management Group - Wikipedia

    en.wikipedia.org/wiki/Public_Financial...

    Public Financial Management Company (PFMS) is a Philadelphia-based public finance financial advisory firm which focuses on asset management and consulting services for municipalities, cities, schools, hospitals and other public entities. The company was founded in 1975 and currently has 35 offices around the country.

  3. Wilshire Associates - Wikipedia

    en.wikipedia.org/wiki/Wilshire_Associates

    Wilshire Associates, Inc. is an American independent investment management firm that offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base. Wilshire manages capital for more than 600 institutional investors globally representing more than $8 trillion of capital.

  4. Do-it-yourself investing - Wikipedia

    en.wikipedia.org/wiki/Do-it-yourself_investing

    New York Stock Exchange (NYSE) Do-it-yourself (DIY) investing, self-directed investing or self-managed investing is an investment approach where the investor chooses to build and manage their own investment portfolio instead of hiring an agent, such as a stockbroker, investment adviser, private banker, or financial planner.

  5. Federated Hermes - Wikipedia

    en.wikipedia.org/wiki/Federated_Hermes

    Federated Hermes is an investment manager headquartered in Pittsburgh, Pennsylvania, United States.Founded in 1955 and incorporated on October 18, 1957, [1] the company manages $829.6 billion of customer assets, as of December 2024.

  6. Rockefeller Capital Management - Wikipedia

    en.wikipedia.org/wiki/Rockefeller_Capital_Management

    Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations.

  7. Soros Fund Management - Wikipedia

    en.wikipedia.org/wiki/Soros_Fund_Management

    Soros Fund Management is a privately held American investment management firm.It is currently structured as a family office, but formerly was a hedge fund.The firm was founded in 1970 by George Soros [1] and, in 2010, was reported to be one of the most profitable firms in the hedge fund industry, [2] averaging a 20% annual rate of return over four decades.