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Founded in 1991 by former investment banking director Charles Montanaro, the firm has investments in such companies as Care UK, Chloride, Holidaybreak plc, and Northgate plc. Montanaro manages more than E1 billion in funds. Montanaro Investment Managers prefers the little guy over the elite. The independent fund manager seeks out well-managed small companies in niche markets in the UK and Europe to make long-term investments in. Most of its clients are financial institutions, including insurance companies and pension funds. It launched its first investment trust in 1995; the Montanaro UK Smaller Companies Investment Trust PLC is currently listed on the London Stock Exchange.

Munder Capital Management was founded in 1985 and is based in Birmingham, Michigan with an additional office in Boston, Massachusetts. Munder Capital Management is a privately owned investment manager. The firm provides its services to individuals. It also caters to high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, other pooled investment vehicles, charitable organizations, corporations and state or municipal government entities. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also manages equity mutual funds for its clients. It invests the public equity and fixed income markets across the globe. The firm also makes investments in REITs. It primarily invests in growth and value stocks of micro-cap. small-cap, mid-cap and large-cap companies. The firm employs combination a fundamental and quantitative analysis along with bottom-up stock picking approach to make its investments.

Mutual of America Life Insurance was founded in 1945 and is based in New York, New York with regional offices in the United States. It has satellite offices in Alaska and Hawaii. Mutual of America Life Insurance Company, a registered broker-dealer, provides pension and retirement-related products, programs, and services in the United States. Mutual of America Life Insurance company provides group and individual variable accumulation annuities, and related services for the pension, retirement, and long-range savings. The company also offers universal life insurance, group life insurance, and group disability products. It also operates equity, retirement, fixed income, asset allocation, and balanced funds.

NEBF, which was established in 1946 as part of an agreement with the International Brotherhood of Electrical Workers (IBEW), is affiliated with the National Electrical Annuity Plan, or NEAP. National Electrical Benefit Fund (NEBF) wants to put some spark into the retirement nest eggs of those in the electrical industry. One of the largest Taft-Hartley pension plans in the US, the fund manages pension benefits for more than 480,000 current or former electrical workers and has more than $11 billion of assets under management. More than 11,000 employers contribute to the fund.

Neuberger Berman manages about 30 mutual funds invested in US and international equities, bonds, and tax-exempt money markets for individual and institutional clients. It also offers closed-end municipal bond, real estate securities, and hybrid funds; variable annuity portfolios; separate accounts; and alternative investments; as well as wealth management services for high-net-worth clients. Neuberger Berman operates about two dozen offices in the US, Europe, and the Asia/Pacific region. Employees own a majority of the firm, which has approximately $180 billion of assets under management. Institutional clients account for more than half of that total.

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