How To Invest In Mutual Funds
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Annual Reports Library
Contains a collection of original annual reports and proxies from corporations, foundations, banks, mutual funds and public institutions.
www.zpub.com
AARP Investment Program
A special share class of mutual funds managed by Zurich Scudder Investments for members of the American Association of Retired Persons.
aarp.scudder.com
New Horizon Financial
Stocks, bonds, annuities, mutual funds, college planning, life insurance, asset allocation, disability insurance, retirement planning.
www.newhorizonfinancial.com
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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
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
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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
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
Market Timing
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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
Robertson Index
A ranking and rating system for choosing Canadian mutual funds.
www.robertsonindex.com
Planet Funds
Mutual funds portal with performance information and fund reports.
www.planetfunds.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
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
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
Krentz & Griffin
Aims to provide pragmatic solutions for financial service organizations seeking to broaden their distribution of mutual funds or improve levels of client services and processes.
www.krentzgriffin.com
Daniel Reardon Consultant
Offering life insurance, income protection, first mortgage & second mortgages, mutual funds, and retirement planning.
www.shopperguide.net
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Bancnorth Investment Planning
Offers retirement planning strategies for investing in mutual funds, stock quotes, stock charts, financial news and calculators.
www.bancnorthinvestmentplanning.com
UMB Scout Funds
Provides income funds, including a Kansas tax-exempt fund, as well as domestic and global equity funds.
www.umb.com
Rice Financial Group Inc.
Independent retail distributor of financial products including GICs, RRSPs, mutual funds, bonds and retirement products. Offices across Canada.
www.ricefinancial.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
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
Steve Garringer, Agent, State Farm Insurance
Providing traditional insurance product and financial Services. (Auto-Home-Life-Health-Banking-Mutual Funds).
www.stevegarringer.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
Infinex Investments, Inc.
Mutual funds, annuities and other investment products.
www.staffordsavingsbank.com
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
Zhongshan Taifeng Electric Co.,Ltd
Manufacture electric current mutual inductor, voltage mutual inductor, distribution transformer and reactor, precision mutual inductor and a complete set of test device of mutual inductor.
www.gd-taifeng.com
Eurotrade
Discount broker, offers the possibility to trade securities, derivates and mutual funds via the Internet or via a personal broker.
www.eurotrade.lu
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Scotiabank: Mutual Fund Center
Provides a large family of money market, bond, equity, and index funds.
www.scotiabank.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
SearchBug.com Useful Financial Tools
Links to stock quotes, reports, mutual funds data, and financial calculators.
www.searchbug.com
Acsys Software (India)
Software and business process outsourcing services for mutual funds management companies, transfer agents, and distributors.
www.acsysindia.com
PTS Asset Management
SEC registered investment advisor providing specialized management of mutual funds, variable annuities, variable life and individual participant 401k account.
ptsmanagement.com
Farm Bureau Financial Services
This is the underlying carrier for life insurance, annuities, and mutual funds in over fourteen states. It also manages the Property and Casualty companies in many of those states.
www.fbfs.com
Quill Lake Credit Union
Serves Quill Lake, Jansen and St. Front with full financial services including online banking, savings, loans, mutual funds and insurance.
www.quilllake.cu.sk.ca
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
Banking and Finance
Online magazine for finance and banking community with reports on insurance, mutual funds and the IT sector.
www.banking-finance.com
AGF Management
Offers over 50 mutual funds, Harmony wrap program, private investment management and trust financial solutions.
www.agf.com
Investors Group Financial Services Inc.
Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
www.investorsleader.com
TK Group
Financial services group offering life insurance, employee benefits, mutual funds, and financial and estate planning.
www.thetkgroup.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
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www.investopedia.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
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
Jersey Benefits Advisors and Transamerica Financial Advisors, Inc.
Specializing in stocks, bonds, annuities and mutual funds. New Jersey, USA.
www.kfsinv.com
Axcess Financial
Offers insurance products, annuities, mutual funds, long-term care insurance, disability and retirement plans.
axcessfinancial.com
Internaxx
Provides access to major exchanges in North America, the United Kingdom and Continental Europe. Also covers mutual funds. Has call center.
www.internaxx.lu
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
Registered Rep
For retail investment professionals, including stockbrokers, financial planners, branch managers and the like, covering products such as stocks, bonds, derivatives / options, commodities / futures, mutual funds, annuities, insurance and REITS.
registeredrep.com
Goldsheet Mining Directory
Comprehensive resource for mining related links. Includes mining companies, mutual funds, newsletters, and prospecting.
www.goldsheetlinks.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
AIM Funds
Offers a diversified range of mutual funds distinguished by asset class, geography, sector and management style.
www.aimfunds.ca
1040tools.com
Site helps calculate tax basis on mutual funds. Includes other calculators and tax resources.
1040tools.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
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
Globefund.com
Analyze and compare performance of all Candadian mutual funds. Expert commentary and articles as well.
www.globefund.com
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
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
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
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Finactive
Financial services guide to making the right financial decisions for your personal goals and plans. Discusses stock, insurance, mutual funds, and other investment vehicles.
www.finactive.com
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
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
RMB Investment Services
South African based mutual funds.
www.rmbis.co.za
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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
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
Blakeslee & Blakeslee
Financial planning firm specializes in retirement planning, insurance services, mutual funds and securities.
www.blakeslee-blakeslee.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
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
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
Mackenzie Financial Corporation
Publicly owned, multi-dimensional financial services company with more than 60 mutual funds and more than $30 billion under administration.
www.mackenziefinancial.com
Martin Capital Advisors
A registered investment advisor managing individual investment portfolios and mutual funds forlong term capital appreciation and income.
www.martincapital.com
JetTrade.com
Discount trading of mutual funds, options, equities and bonds.
www.jettrade.com
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
Black Wealth & Fortunes Magazine
Personal finance publication for African Americans. Published quarterly and includes retirement planning, college savings, buying mutual funds and purchasing a home information.
blackwealthandfortunes.com
Gryphon Imperial Unit Trust Managers Limited
A South African firm providing a family of unit trusts (mutual funds), advisory services, funds management and investment services.
www.gryphon.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
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
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
InvesNET
Discount broker. Trade stocks, options and mutual funds. Real time quotes, business news and charts in Frech and English.
www.invesnet.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
Atlas & Civic Employees' Credit Union
Serves the greater Welland and Niagara areas. Services include loans, mortgages, investments, mutual funds, and telephone banking.
www.atlascu.com
National Life of Vermont
Offering a range of life insurance, annuities, financial and retirement planning products, pension design and administration, mutual funds and related investment services.
www.nlv.com
Donald E. Mettee Insurance Agency (Nationwide)
Offering auto, home, business, and life insurance as well as mutual funds and annuities. Serving Catonsville and Ellicott City.
www.catonsville.org
Kotak Mahindra
Financial services group offering a broad range of services including banking, mutual funds, loans, and brokerage.
www.kotak.com
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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
AdviceforInvestors.com
Advice for the investor in Canadian companies. Portfolios, advice, stocks, research, publications and mutual funds.
adviceforinvestors.com
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
Bali Insurance Services
Life insurance, health, annuities, mutual funds and related products available through a licensed insurance broker.
www.geocities.com
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
Berkshire Trust Company
Incorporated, licensed professional trustee specialising in offshore investment, trust and mutual funds, asset protection, tax shelters.
www.berkshire.tc
Neuberger Berman Mutual Funds
Offers a family of no-load income and equity funds.
www.nbfunds.com
JF Actuarial Services, Inc.
Complete 401k daily recordkeeping, cross-testing, and defined benefit pension administration services, specializing in Vanguard and other no-load mutual funds.
www.jfactuarial.com
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