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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. Elliott Investment Management - Wikipedia

    en.wikipedia.org/wiki/Elliott_Investment_Management

    Elliott joined other funds in opposing the deal, including Germany's second-largest fund manager, Deka Investments. After several years of legal and shareholder battles, P&G raised its offer for Wella AG for all preferred shareholders. [16] According to the Börsen-Zeitung, Elliott said its goal was to "protect the rights of minority shareholders."

  4. 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.

  5. Whittier Trust Company - Wikipedia

    en.wikipedia.org/wiki/Whittier_Trust_Company

    As of 2023, Whittier Trust managed assets of more than $20 bn. for more than 140 foundations, donor advised funds, endowments, and 161 charitable entities, and 578 ultra high-net-worth families. [7] [8] [1]

  6. State Street Global Advisors - Wikipedia

    en.wikipedia.org/wiki/State_Street_Global_Advisors

    State Street Global Advisors (SSGA) is an American investment management division of State Street Corporation founded in 1978 and the world's fourth largest asset manager, [2] with nearly US$4.1 trillion in assets under management as of December 31, 2023. [3]

  7. 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....