NEXT Financial Group, Inc. provides independent investment professionals a place to call "work", and the back office support, marketing clout, and technology services of a big investment firm. NEXT Financial company provides a variety of investment services catering to retirees and baby-boomers through its network of broker/dealers. NEXT Financial company is owned by its employees and representitives and is not affiliated with large investment or insurance companies, allowing reps and customers to choose from a variety of investment options.

Management Limited was founded in 1881 and is based in Edinburgh, Midlothian. Martin Currie Investment Management Limited is an employee owned investment manager. The firm primarily provides its services to financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies, investment trusts, banking or thrift institutions, pooled investment vehicles, and corporations. It manages separate client focused equity portfolios. The firm also manages mutual funds and hedge funds for its clients. It invests in the public equity markets across the globe. The firm invests in growth oriented value stocks employing a thematic investment approach. It employs fundamental analysis with a combination of bottom-up and top-down stock picking approach to create its portfolios. The firm makes use of both internal and external research to make its investments. It operates as a subsidiary of Martin Currie Limited.

Asset Value Investors was established in 1985. Asset Value Investors (formerly Ivory & Sime Asset Management) wants to increase the value of investors' assets. The UK firm primarily manages a handful of funds, which invest in a variety of assets. British Empire Securities and General Trust plc is a closed-end investment trust, while The European Asset Value Fund allows investors to participate in listed European property. Asset Value Investors company also manages the CF Asset Value Global Investors Fund, which focuses on foreign undervalued stocks, and AVI Value Fund, a US endowment portfolio. Funds under management total more than $3.4 billion.

Deutsche Bank Alex. Brown is part of the Private Wealth Management segment of German giant Deutsche Bank. The company provides a range of advisory, brokerage, and investment services to high-net-worth and ultra-high-net-worth individual investors, as well as institutional and corporate clients in the US. For corporate clients, Deutsche Bank Alex. Brown provides cash management, foreign exchange, investment consulting, custody, and prime brokerage services. The company also administers employee stock and stock option purchase plans. It has more than 15 US offices and approximately $43 billion of assets under control.

Liu Chong Hing Investment Limited ("LCHI"), founded in 1970, was established to engage in the investment and development of residential and commercial buildings both in Hong Kong and China, including Guangzhou, Shanghai, etc. It became a listed company in 1972 and subsequently expanded its investment and development to other business fields, such as investment holding, property management and agency, money lending, hotel management, manaufacturing of magnetic materials, share investment, etc., with more than 30 subsidiaries.

Domini Social Investments is an investment firm with a focus on socially and environmentally responsible investments. Through investment vehicles including: the Domini Social Equity Fund, the Domini Social Bond Fund, and the Domini Money Market Account, the firm manages nearly $2 billion in investor capital and invests it in community economic development. Domini also offers investment consultancy and portfolio management assistance. The firm was founded by CEO Amy Domini in 1989 to address a growing number of investors unwilling to invest in certain companies, such as tobacco and defense contractors.

Wells Fargo Securities, formerly Wachovia Capital Markets, provides investment banking and capital markets services for businesses. Offerings include financial and corporate advisory services, private capital and debt placement, underwriting, and equity investing. It also offers real estate financing, risk management services, and structured products such as asset-backed finance products. The firm has expertise with municipalities and in the retail, aerospace, financial services, energy, health care, real estate, media, and technology industries. Wells Fargo Securities and its former parent, Wachovia Corporation, were acquired by Wells Fargo in late 2008.

As an investment company active since 1957, Cobepa has progressively developed into a well recognized actor in private equity. Cobepa success has been built on cobepa ability to invest in companies with long term growth perspectives and to accompany these companies in a spirit of partnership with their shareholders and efficient cooperation with their management. The quality and experience of cobepa teams, cobepa ability to arrange complex transactions and our aptitude to contribute actively to the definition of strategy, are the key contribution to the strengthening of the companies in which cobepa are shareholders.

Smith & Williamson Holdings Limited was founded in 1881 and is headquartered in London, United Kingdom with additional offices in Belfast, Birmingham, Glasgow, Salisbury, and Southampton, United Kingdom. Smith & Williamson Limited is a member firm of Nexia International. Smith & Williamson Limited operates as a subsidiary of Smith & Williamson Holdings Limited. Smith & Williamson Limited offers accounting and consulting services. The firm provides accounting, tax consulting, reporting, financial modeling, risk management, and compliance and regulatory advisory services. Additionally, it offers due diligence, valuation, business planning, and IT advisory services. The firm also provides pension and financial planning; employee benefits and human resource solutions; forensic; and restructuring and recovery services. It caters to financial, agriculture, real estate, media, technology, corporate, and non-profit sectors.

Terry McDaniel & Company provides tailored investment counseling and portfolio management services for individuals, charitable foundations, and employee benefit plans. The investment advisory firm, which was founded in 1985, has more than $400 million in assets under management. Terry McDaniel & Company focuses on equity investing, but also invests in some fixed-income securities. It concentrates on companies that offer essential products and services, and it invests in them long term.

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