Strategic Investment Group, Arlington, VA
For more information on this list, see our story, Money Managers Urge Prudence
Strategic Investment Group
President and Chief Executive Officer: Hilda Ochoa-Brillembourg, CFA
Assets under management: $13 billion*
Taplin, Canida & Habacht, Miami, FL
President: Tere Alvarez Canida, CFA
Assets under management: $8.33 billion
LM Capital Group, San Diego, CA
Senior Managing Director: Luis Maizel
Assets under management: $3.36 billion
Lombardia Capital Partners LLC, Pasadena, CA
Chief Executive Officer: Jorge Castro, CFA
Assets under management: $1.35 billion
Valenzuela Capital Partners LLC, New York, NY
President and Chief Information Officer: Thomas M. Valenzuela
Assets under management: $1 billion
Diaz-Verson Capital Investments LLC, Columbus, GA
President and Chief Executive Officer: Salvador Diaz-Verson Jr.
Assets under management: $300 million
Fortaleza Asset Management Inc., Chicago, IL
President: Margarita Perez
Assets under management: $216 million
Samuel A. Ramirez and Company Inc., New York, NY
President and Chief Executive Officer: Samuel A. Ramirez Sr.
Assets under management: $110 million
Matterhorn Capital Management LLC, San Antonio, TX
Principal, Equity Portfolio Manager: Juan A. Landa
Assets under management: $65 million
Guzman & Company, Coral Gables, FL
President and CEO: Leo Guzman Sr.
Assets under management: $2 million
Assets under management figures obtained from the SEC Investment Advisor Public Disclosure : http://www.adviserinfo.sec.gov/IAPD/Content/IAPDMain/iapd_SiteMap.aspx
