Full Service Brokerage & Portfolio Management

Traditional brokerage firms offer clients a variety of investment vehicles, typically including equities, bonds, CDs, REITs, mutual funds, money market funds, government treasuries, futures, derivatives, etc. In addition to these various investments, full service brokerages also offer clients advice. With the advent of online and discount brokerages, and the emerging popularity of mutual funds in the 1980s and 90s, brokerage firms have increasingly moved toward money management and investment banking as a means of remaining competitive. The dissolution of the Glass-Steagall act, which prevented firms from providing both banking and brokerage services, has also led to the evolution of the industry. The links herein relate specifically to full service brokerage firms and portfolio management companies.


A.G. Edwards
Browse A.G. Edwards's branch directory for a full range of investment services, market news, and finance information since 1887.

Bank Montreal, Canada: Nesbitt Burns
Explore Bank Montreal's company overview, quotes, charts, market data, equity and fixed-income information, portfolio tracking and a local branch finder.

Bankers Trust: Alex Brown
Check this site for services and products available for investors, research on equities, corporate bonds and rising market possibilities.

Bear Stearns
Browse this investing/banking firm's site for an overview of their offerings in equity and fixed-income services for investors.

CIBC Oppenheimer
Check out CIBC Oppenheimer for information on their equity resources, asset management and investment banking services.

Cowen and Company Investment Bankers
Browse this investment site's equity and fixed-income programs to investors, focusing on information in technology, health care, telecommunications, and entertainment/media.

Credit Suisse First Boston
Check out the investment banking services, asset management and financial products and services for business, banks, government, and institutional consumers.

Dean Witter
Browse Dean Witter's wide spectrum of finance services, including stocks, bonds, mutual funds, and commodity futures, with quotes, and analysis.

Hambrecht and Quist, San Francisco, California
Check out this investment banker/broker specializing in top performing companies, with news, information, resources, and H&Q calendar of conferences.

Jefferies and Company, Inc.
Browse this broker and investment banking firm's profile, equity and fixed-income program services, research data, interviews, and news releases.

Legg Mason
Explore an investment banker/broker's stock market information, research data, and news, mutual fund information, analysis, and resource center.

Lehman Brothers
Browse this international investment bank's providing financial services, products, and analysis to corporations, institutions, governments, and individual investors.

Morgan Stanley
Check out this international banking site offering a international economic forum, reports and analysis, and market research data on equities.

Paine Webber: Intelligence Center for Investment Banking and Asset Management
Browse this investment banking and asset management service's site, including municipal securities, fixed-income, international equity trading, news, quotes, and research.

Piper Jaffray Companies
Discover this investment firm's services for equity and fixed-income investments, commentary, municipal bond calendar, and retirement finance calculator.

Prudential Securities
Explore stock and bond market commentary from Ralph Acampora, Lary Wachtel, with advice, market research, and an office locator.

Salomon Smith Barney
Check Salomon Smith Barney's site for news, stock and bond market analysis, portfolio tracking and tips on investing.

Sutro and Company
Browse Sutro, the oldest Western region investment firm's charts, quotes, stock and bond market news, investment resources and branch locator.

William Blair and Company
Check out William Blair's site for investment banking portfolio management, and equity and fixed-income services to investors.
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