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  2. 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.

  3. 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.

  4. List of asset management firms - Wikipedia

    en.wikipedia.org/wiki/List_of_asset_management_firms

    An asset management company is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification , liquidity , and professional management consulting service than is normally available ...

  5. Why Former Self-Directed Investors Are Partnering With ... - AOL

    www.aol.com/finance/why-former-self-directed...

    There are many reasons people might want to have complete control over their investments and wealth. For some, it's a matter of believing that if you want something done right, you do it yourself....

  6. 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.

  7. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States.