How To Invest In Mutual Funds
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BigCharts
Interactive online charting service giving free and unlimited access to charts, reports, indicators, and quotes on 22,700 US stocks, mutual funds, and major market indices. www.bigcharts.com
Romanian American Forum
Financial Databank, stocks, mutual funds, members, famous Romanians, laws. "The goal of RAF is to inform US companies and private individuals of the investment opportunities present in Romania." www.cpcug.org
Medical Mutual of Ohio
A mutual health insurer, owned by its policyholders. Services for members, employers, brokers, and providers. (aka "Medical Mutual") www.MedMutual.com
Fantasy Stock Market
Free, fun and educational investment game. Trade stocks and mutual funds with $100,000 in fantasy money. Portfolios are tracked and ranked for monthly prizes. Perfect for the beginning investor or professionals. www.fantasystockmarket.com
Steve Garringer, Agent, State Farm Insurance
Providing traditional insurance product and financial Services. (Auto-Home-Life-Health-Banking-Mutual Funds). www.stevegarringer.com
The New York Times Online: Business News
Provides business and financial news with U.S. and international market reports, and tools for research of companies, mutual funds, and individual investments. www.nytimes.com
Berkshire Trust Company
Incorporated, licensed professional trustee specialising in offshore investment, trust and mutual funds, asset protection, tax shelters. www.berkshire.tc
Charles Schwab
Offers a family of stock, bond, and money market funds as well as funds of funds. www.schwab.com
Royden Brigham Financial Services
Provides financial services centred around retirement and estate planning. Services include RRSPs, RRIFs, annuities and mutual funds. www.brighamfinancial.com
Meritas Mutual Funds
Fund family incorporating Mennonite values. Utilizes screening, shareholder advocacy, and community investing. Canada. www.meritas.ca
EagleWing Research
EagleWing Research analyzes U.S. precious metals mutual funds each week. www.eaglewing.com
Market Timing
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K C Financial Group, Inc.
Offering variable long term insurance, survivorship, mutual funds, variable annuities and financial planning and services. www.kcfinancialgroup.net
Falls and Veach, Nashville, TN
lawyer, attorney, law, court, stocks, options, commodities, mutual funds, bonds, futures, currencies, broker, broker misconduct, Nashville, TN, Tennessee, Davidson county www.yp.bellsouth.com
Seymour & Co.
Attoneys at Law specializing in corporate and commercial law, company incorporations, banking, real estate, immigration, employment, mutual funds, limited partnership, litigation, estates. www.seymourlaw.com
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Investors should know how their fund votes
CBS.MarketWatch.com's The Gadfly writes of Domini Fund's challenge to other mutual funds to put their proxies up for all to see on the WWW. And warns shareholders to keep track of what is going on. cbs.marketwatch.com:80
Joyal Capital Management
Offers estate and retirement planning, as well as life, health and disability insurance, and mutual funds. www.joycapmgt.com
Beiley Software Fund Manager
Portfolio management application for the individual investor. Track and analyze stocks, mutual funds, and other investments with easy to use graphs and reports. www.beiley.com
Hottinger's E-Zone Signals
Get forward projections of Exit and Entry Zones for all stocks and mutual funds. Updates nitely, tracks your portfolio, sends e-mail alerts, has a free trial. www.HottingerSignals.com
National Bank Financial
The areas we pride ourselves in are stocks, bonds, RRSP's, Mutual Funds, Life Insurance and complete financial planning. www.sur-biz.com
Helsinki Exchanges (HEX) - Finland
Information on trading in Finnish stocks, derivatives, and mutual funds. Free quotes, historical data, and broker listings. Content in Finnish and English. www.hex.fi
Infinex Investments, Inc.
Mutual funds, annuities and other investment products. www.staffordsavingsbank.com
Financial Strategies Group
Insurance and investment professionals that handle personal and corporate insurance and mutual funds. Provides a list of services, company history, staff profiles and related links. www.planet.eon.net
SAFECO Corporation
Underwrites property and casualty, life and health insurance. Broker dealer for affiliated and nonaffiliated mutual funds, variable insurance products and qualified and nonqualified annuity products. www.safeco.com
Security Social Awareness Fund
Family of traditional funds offering one SRI fund. Available as separate mutual fund or inside a variable annuity. United States. www.securitybenefit.com
Dain Correspondent Services
Providing research, retirement services, mutual funds, fixed income products, fee-based accounts and a high level of personal service to more than 180 retail, institutional, and independent contractor broker-dealers. www.daincs.com
William R Vance Insurance Agency
Services include homeowner and farm, preferred and high risk auto, motorcycle-atv, mobile home-rv-boat, business and commercial, life, health and disability, mutual funds, annuities and IRAs. www.angelfire.com
Media Center - SocialFunds.com
News, information, research, investment analysis, and financial services devoted to socially responsible investing and mutual funds www.socialfunds.com
Clarke and Company
Services for commercial and corporate law, offshore company (IBC) incorporations, banking, real estate, immigration, employment, securities, mutual funds, limited partnership, and litigation. www.clarkeandcolaw.com
Charles Schwab
Financial retirement planning and investments with mutual funds and stock services. www.schwab-online.com
The Hartford Financial Services Group
Offers a complete line of personal insurance and financial service products, including auto, homeowner's, life, annuities, and mutual funds. www.thehartford.com
CO-Link - Relevant Data Publishing
Provider, developer and integrator of financial database publishing systems for the mutual funds industry. News, service and product details, plus employment opportunities. www.co-link.be
Investment Center
Basic description of mutual funds, 401(k) plan rollovers, and Roth IRAs, along with consumer Information and investment resources. www.mutual-funds-investing.com
Nationwide Provident
Offers life insurance and annuities, as well as a wide range of mutual funds. A Nationwide Financial company. www.nationwideprovident.com
SearchBug.com Useful Financial Tools
Links to stock quotes, reports, mutual funds data, and financial calculators. www.searchbug.com
Annual Reports Library
Contains a collection of original annual reports and proxies from corporations, foundations, banks, mutual funds and public institutions. www.zpub.com
Fund-Track.com
Reference and advisory source for no-load mutual fund investors and traders. Ranks quarterly and 10-week performance and selects funds with current price-trend strength. fund-track.com
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Oak Associates Mutual Funds.
Provider of concentrated, no-load equity funds focusing on technology and health. www.oakassociates.com
Standard and Poor's Fund Services
Offers access to a database with over 51,000 mutual funds across the globe. www.sandpfundservices.com
Institutional Capital Corporation Funds
Institutional money manager specializing in large-cap value equities offers four mutual funds. www.icapfunds.com
TK Group
Financial services group offering life insurance, employee benefits, mutual funds, and financial and estate planning. www.thetkgroup.com
Credit Agricole Asset Management
International fund management company offering their expertise through a comprehensive range of mutual funds and segregated mandates. www.ca-assetmanagement.com
NASD Fines Morgan Stanley for Prohibited Sales Contests
Firm conducted contests for its brokers and managers to promote the sale of its mutual funds and a selected few variable annuities. www.nasdr.com
Bancnorth Investment Planning
Offers retirement planning strategies for investing in mutual funds, stock quotes, stock charts, financial news and calculators. www.bancnorthinvestmentplanning.com
Average Joe Investor Newsletter
Investment newsletter covering stocks, bonds, small caps, and mutual funds. 10 stock picks per issue, book and website recommendations and financial calculators. www.averagejoe.info
Berkshire Life Insurance Company
Provides disability income, whole and term life insurance. Also offers estate, retirement and pension planning products, including annuities, IRAs and mutual funds. www.theberkshire.com
Morgan Stanley and Sexual Discrimination
Examines widespread gender bias at the Wall Street firm. Conflicts of interest in stock research, and improper mutual funds sales are covered too. www.kamalsinha.com
Jim Bogart - LPL Financial Services
Financial planner specializing in mutual funds, variable and fixed annuities, retirement planning, insurance, and college planning. Includes information about LPL, an independent brokerage firm. www.lpl.com
Investors Alley
Financial news and in-depth analysis on stocks, mutual funds, and personal finance. www.investorsalley.com
Wells Fargo Funds
With 67 funds, this bank covers a wide variety of mutual funds. www.wellsfargo.com
eNorthern
Offers Canadian investors a platform to trade North American stocks, options and mutual funds. Provide market information as well as research and analysis tools. www.eNorthern.com
Portfolio Builder
Fractional share stock purchase program that allows for the unlimited purchase of stocks and mutual funds for one low yearly fee. www.portfoliobuilder.net
TMC Group
Sales and management training for financial services, banking, and mutual funds industries. www.tmctraining.com
Heritage Credit Union
Providing savings, mutual funds, financial planning and internet banking with branches in Halifax and Hants Counties. www.heritagecu.com
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T. Rowe Price Associates, Inc.
Provides investment advisory and administrative services to sponsored mutual funds and investment products and to private accounts of other institutional and individual investors. (Nasdaq: TROW). www.troweprice.com
Gurdjian and Associates, Inc.
Life, health and dental insurance , retirement planning, annuities, mutual funds, and other financial services for individual and group clients. Based in Adrian, Michigan. www.gurdjian.com
Jersey Benefits Advisors and Transamerica Financial Advisors, Inc.
Specializing in stocks, bonds, annuities and mutual funds. New Jersey, USA. www.kfsinv.com
Cohen and Steers Capital Management Inc.
Investment firm specializing in REIT mutual funds. www.cohenandsteers.com
Axcess Financial
Offers insurance products, annuities, mutual funds, long-term care insurance, disability and retirement plans. axcessfinancial.com
Center for Research in Security Prices
Historical data files covering common stocks listed on the NYSE, AMEX and Nasdaq Stock Markets, US Government Treasury issues, and US Mutual Funds. www.crsp.uchicago.edu
AGF Management
Offers over 50 mutual funds, Harmony wrap program, private investment management and trust financial solutions. www.agf.com
Abbott and Fillmore Agency
Insurance-Offers auto, home, life, medical, business, and farm insurance. Also, mutual funds, annuities, Roth IRA's, and retirement planning. www.insurancequote.org
Daniel Reardon Consultant
Offering life insurance, income protection, first mortgage & second mortgages, mutual funds, and retirement planning. www.shopperguide.net
Eurotrade
Discount broker, offers the possibility to trade securities, derivates and mutual funds via the Internet or via a personal broker. www.eurotrade.lu
Flippin, Bruce and Porter, Inc.
Offers equity and balanced portfolio investment money management for institutional and individual investors through separate accounts, mutual funds and sub-advisory programs. www.fbpinc.com
5 loaves and 2 fishes
Personal finance portfolio strategy. The first italian internet site talking about mutual funds and managed investments. www.montani.com
Jarislowsky, Fraser Limited
An investment counseling firm who manages pension funds, endowments, pooled funds, corporate and private funds for both North American and European clients. www.jfl.ca
Diamond Hill Capital Management, Inc.
Provides separately managed investment portfolios for individuals and institutional clients, serves as the advisor to Diamond Hill mutual funds. www.diamond-hill.com
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Banking and Finance
Online magazine for finance and banking community with reports on insurance, mutual funds and the IT sector. www.banking-finance.com
First National Bank - Minden, Nebraska
Describes full line of banking service offerings, including loans, mutual funds, ATM locations, Bank by Mail and Internet Banking. www.1stofMinden.com
Mutual Funds Interactive
Columns on investing, mutual fund manager interviews, mutual fund investing tutorials, and moderated newsgroups. www.brill.com
Elliott and Page
One of Canada's oldest investment management companies, and a member of the Manulife Financial group. Provides details of its mutual funds, services, press releases and investment advice. www.elliottandpage.com
Blakeslee & Blakeslee
Financial planning firm specializes in retirement planning, insurance services, mutual funds and securities. www.blakeslee-blakeslee.com
New Horizon Financial
Stocks, bonds, annuities, mutual funds, college planning, life insurance, asset allocation, disability insurance, retirement planning. www.newhorizonfinancial.com
Nuveen Funds
Offers a variety of equity and income funds with a large number of municipal bond funds. www.nuveen.com
Cayman Islands Stock Exchange (CSX)
Provides a listing facility for offshore mutual funds, specialist deb securities, global depositary receipts, and derivative warrants. www.csx.com.ky
Pan Geo Investment Inc.
Provides registered independent local to global portfolio investment advisory services electronically. Facilitates self-directed investing, providing an alternative to mutual funds. www.pangeoinvestment.com
Atlantic Financial
Specializes in financial planning, mutual funds, 401(k) plans, IRAs, rollovers, stocks, bonds and portfolio management. Features investing dictionary. www.atlanticfinancial.com
Cartier Partners Financial Services Inc.
Provides mutual funds investments, insurance, RRSPs, RESPs and retirement planning. Includes contact information and summary of services offered. www.cartierpartnerslethbridge.com
Rhodes Securities, Inc.
Independent full service brokerage offering investment consulting to their customers including stocks, bonds, mutual funds, options, CDs, managed accounts, qualified retirement plans, variable annuities and financial planning. www.rhodessecurities.com
Metro General Insurance
Home, auto, property, life, health, disability, long term care, travel, mutual funds, retirement, college planning, and annuities - individual and group insurance. www.metrogeneral.com
Ariel Mutual Funds
Fund family employing ethical business practices and other screens. Minority owned and operated management company. United States. www.arielmutualfunds.com
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Saxon Mutual Funds
A group of high performace and value, Canadian mutual funds. www.saxonfunds.com
Financial Supervision Authority
Supervises about five hundred entities, including banks, brokerage firms, stock and derivatives exchanges, and management companies for mutual funds. Operates in connection with the Bank of Finland but is an independent decision making body. www.rata.bof.fi
Shell Employees' Credit Union Ltd.
Based in Calgary, it serves Alberta based Shell Canada Ltd. employees and offers online banking and brokerage, insurance and mutual funds. www.shellcu.com
Alpha Analytics Mutual Funds
Information on funds. www.alphaanalytics.com
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Navy Mutual Aid Association
The Navy Mutual Aid Association is a mutual, nonprofit, tax exempt, voluntary membership association of sea service personnel and their families. The Association aids its members and their dependents or beneficiaries, by providing for their relief through the medium of insurance plans, at or near the actual net cost. The Navy Mutual Aid Association is not a commercial insurance company nor is it commercially underwritten. www.navymutual.org
GE Financial Assurance
Products include life and long term care insurance, annuities, and mutual funds. Also offers 401k plans and group life insurance for employers. www.gefinancialassurance.com
K-C Financial Group, Inc.
Agency offers variable life insurance, mutual funds, variable annuities and financial planning. Licensed in PA, DE, MD, VA, and DC. kcfinancialgroup.net
Walker Smiths
Road Town law firm provides legal services for international offshore financial, corporate, trust and mutual funds transactions. Contact details, description of services and partner profiles. www.walkersmiths.com
Medical Savings Administrators
Offers custodial services of no-load mutual funds for medical savings accounts. www.msa-llc.com
Kotak Mahindra
Financial services group offering a broad range of services including banking, mutual funds, loans, and brokerage. www.kotak.com
AdviceforInvestors.com
Advice for the investor in Canadian companies. Portfolios, advice, stocks, research, publications and mutual funds. adviceforinvestors.com
Profitsharing.org
Provides 401k and IRA investment data, technical analysis, market analysis and e-mail action alerts for the most common mutual funds used in these plans. profitsharing.org
K.W. Brown Investments
Offers portfolio management in stocks, bonds, mutual funds and annuities. Account management forms [PDF] and archived radio broadcasts from WSBR-740 AM [MP3]. www.kwbrown.net
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