Victory Capital

U.S. Global Investors, Inc. functions as a publicly traded asset management firm, primarily offering its expertise to investment companies and various pooled investment vehicles. This company provides comprehensive management for a range of financial products, including equity and fixed-income mutual funds, hedge funds, and exchange-traded funds (ETFs). The firm strategically allocates capital across public equity and fixed-income markets worldwide. For its stock investments, the approach emphasizes Growth At a Reasonable Price (GARP) and value-oriented equities. To inform these investment decisions, U.S. Global Investors employs a rigorous methodology, integrating fundamental and quantitative analysis with both top-down and bottom-up stock selection techniques. Established in 1968, the company maintains its headquarters in San Antonio, Texas.

VanguardAsset ManagementUnited States

66% match

Vanguard is an investment management company that offers mutual funds, exchange-traded funds (ETFs), IRAs, and 401(k) plans. It serves individual investors, retirement plan participants, plan sponsors, and financial advisors by providing savings strategies, personalized financial advice, and low-cost investment products.

VALUE PARTNERS00806 · Asset ManagementCentral, Hong Kong

64% matchPublic

Value Partners Group Limited operates as a publicly traded asset management firm, dedicated to crafting customized investment portfolios for its clients. The company offers a wide spectrum of solutions, encompassing equity, fixed income, multi-asset, alternative strategies, and quantitative investment approaches. Its global investment mandate focuses on public equity and fixed income markets. Value Partners primarily provides asset management services to investment funds and managed accounts, employing a rigorous investment philosophy centered on fundamental analysis and bottom-up stock picking, all supported by extensive in-house research. Founded in 1993 and headquartered in Hong Kong, the firm maintains a significant international presence with additional offices in Beijing, Boston, Shanghai, Shenzhen, Kuala Lumpur, Singapore, and London.

Best Invest (operating as Fearless Solutions, LLC dba Best Invest) is a financial services firm providing professional management and advisory offerings. Headquartered in San Antonio, Texas, the company is led by President and CEO John Fosdick.

Charles Schwab0L3I · Asset ManagementWestlake, United States

64% matchPublic

The Charles Schwab Corporation, along with its affiliated entities, delivers a broad spectrum of financial services. These offerings include client wealth management, securities brokerage, banking solutions, investment oversight, asset custody, and professional financial advisory. The company's operations are organized into two primary divisions: Investor Services and Advisor Services. The Investor Services segment caters to individual retail investors and corporate clients, offering services such as brokerage, investment guidance, banking and trust administration, and retirement planning. It also provides comprehensive record-keeping for various equity compensation plans, such as stock options, restricted stock, performance shares, and stock appreciation rights. Furthermore, this segment processes clearing services for retail investors and mutual funds, in addition to providing compliance solutions. The Advisor Services segment is dedicated to supporting independent investment advisors, providing them with a comprehensive platform that encompasses asset custody, trading capabilities, banking services, and other essential support functions. It also includes services for retirement businesses and corporate brokerage retirement plans. Advisors gain access to various brokerage account options for trading equities, fixed income, options, futures, and forex, along with margin lending. For cash management, it facilitates access to third-party certificates of deposit. The segment offers access to both proprietary and third-party mutual funds and exchange-traded funds (ETFs), including related trading and clearing services. It also provides advice-based solutions, such as managed portfolios comprising proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice, and specialized financial planning. Additionally, this segment offers banking products including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines. Trust services, covering custody, personal trust reporting, and administrative trustee roles, are also provided. As of December 31, 2021, the company maintained a significant physical presence, with approximately 400 branch offices across 48 U.S. states and the District of Columbia. Its international reach extended to Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, The Charles Schwab Corporation has its main headquarters situated in Westlake, Texas.

GAM InvestmentsAsset ManagementSwitzerland

64% match

GAM Investments is a global financial services company that provides investment management, alternative investing, and wealth management services. It serves private clients, institutional investors, charities, foundations, and family offices.