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Guardian Capital Group Limited (Guardian) is a diversified financial services company which operates in the investment management and financial services industry.. It serves the needs of clients in different sectors of the financial services market through its four operating businesses. Guardian ’s operating business, Guardian Capital Inc (GCI), is an institutional investment counsellor. Based in Toronto, GCI provides institutional investment management services to clients that include pension plan sponsors, open and closed-end mutual funds, operating and endowment funds, and retail managed asset programs. GCI has a broad range of products among Canadian institutional investment managers spanning Canadian and foreign equity, fixed-income, and balanced portfolio mandates. Guardian Capital Advisors Inc (GCA) provides investment and asset management services to high net worth clients, foundations and endowment funds. Over the past several years, GCA has created a comprehensive global investment management platform to provide clients with sophisticated separate account management. In addition, GCA has launched ETFolios, an Internet- based service utilizing exchange-traded funds to create tailored investment portfolios for clients. GCA has also established a national presence through offices in Vancouver, Toronto and Ottawa. Alexandria Bancorp Limited (Alexandria) is a non-Canadian entity that operates an international bank, trust and corporate services and investment management business. Guardian has a majority interest in a fourth operating business, Worldsource Wealth Management Inc (WWM), which operates a mutual fund dealer and a securities dealer.

H.D. Vest, Inc. was founded in 1986 and is headquartered in Irving, Texas. H.D. Vest, Inc. operates as a subsidiary of Wells Fargo & Company. Company Overview H.D. Vest, Inc., doing business as H.D. Vest Financial Services, provides investment and tax advice to individuals and small businesses in the United States. Its solutions and products include mutual funds, brokerage services, and fee planning; insurance services, which include life (term and permanent), long-term care, disability, fixed annuities, equity indexed annuities, and variable annuities. The company also provides education and recommendations concerning appropriate securities investments, including stocks, bonds, mutual funds, variable insurance, annuities, trusts, and other investment products. In addition, it offers retirement planning, college savings, and estate planning servic... H.D. Vest, Inc., doing business as H.D. Vest Financial Services, provides investment and tax advice to individuals and small businesses in the United States. Its solutions and products include mutual funds, brokerage services, and fee planning; insurance services, which include life (term and permanent), long-term care, disability, fixed annuities, equity indexed annuities, and variable annuities. The company also provides education and recommendations concerning appropriate securities investments, including stocks, bonds, mutual funds, variable insurance, annuities, trusts, and other investment products. In addition, it offers retirement planning, college savings, and estate planning services.

Hamon Investment Group believes in Asia's potential to provide investors with long-term capital growth, and it wants to put your money where its mouth is. Hamon is an independent asset management firm specializing in Asian investments. It offers open-ended funds and individual discretionary accounts to corporations, family trusts, financial institutions, pension funds, and private investors. Its flagship fund, Hamon Asian Market Leaders Fund, invests in regional Asian companies and emerging blue chip growth companies. The Hamon Selected Asian Portfolio fund makes strategic equity investments in listed Asian growth companies. Its Asian iTech Fund invests in listed equities of Asian IT and electronics companies.

Hanseatic Group's success may give the company a swelled hedge. The company's hedge fund management affiliate Hanseatic Management Services employs quantitative methods implemented in 1994 to indentify long-term investment opportunities in the stock market. Serving institutional investors, the company has large-cap, small-cap, and multicap strategies. The average client has more than $15 million invested with Hanseatic, which has a total of approximately $230 million of assets under management. The employee-owned firm hopes to grow the latter figure to $1 billion and beyond.

Hargreaves Lansdown was founded in 1981 and is based in Bristol, the United Kingdom. Hargreaves Lansdown Plc, through its subsidiaries, provides a range of investment products, investment services, and financial planning and advice to private investors in the United Kingdom. Its flagship service, Vantage, is a direct-to-private investor fund supermarket and wrap platform. Vantage offers clients the administrative convenience of being able to hold and manage their investments, including unit trusts, OEICs, equities, bonds, investment trusts, and cash. The company also provides investment management, independent financial advisory, and stock broking services to private investors, and advisory services to companies in respect of group pension schemes.

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