| Canada_US_Investment Offers business advisory services, including feasibility of investing, starting a business, joint venture, franchise in Canada and USA, business plan development |
| Charteris_Treasury_Portfolio_Managers UK-based asset managers specialising in discretionary portfolio management |
| Cincinnati_Capital_Homepage Provides corporate finance, private equity, mergers and acquisitions, turnaround workouts and financial advisory services. |
| Close_Brothers_Investment_Limited Services include origination, sponsorship, management and marketing of both tax based and property based personal investment products. |
| Close_Brothers_Ltd_Treasury_Services Provides money market deposit services for companies and individuals. Instant access call accounts, notice accounts, foreign exchange, and good investment advice. |
| Commonfund Provides fund management and investment advice for nonprofit institutions. |
| Commonwealth_Church_Finance Serving churches and non-profit organizations with capital funding needs. |
| The_Consortium Renders compliance, practice management and marketing support to broker/dealers and investment advisors. |
| Cramer_Rosenthal_McGlynn Offers investment and asset management services to wealthy families and institutions |
| Credit_Bancorp Offers financial planning and investment services to high-end clients. |
| Darier_Hentsch_&_Cie Private bank in Geneva, Switzerland specialising in management of private and institutional assets and of investment funds. |
| Debt_on_Net_India Web-based interface for private placement, buyback, distribution of Indian debt paper. Provides comprehensive debt market information, and databases. |
| Do_Diligence_Partners,_Inc_ Offers technology due diligence and implementation services to investors, technology companies, IT organizations and corporations. |
| E__Magnus_Oppenheim_&_Co_,_Inc_ Specializes in institutional investment research, concentrating on fundamental in-depth analysis of securities in search of capital appreciation investment opportunities. |
| Econophysica_Ltd Provides derivatives pricing and risk evaluation services. |
| European_Contact,_Inc_ Places investors in international high yield investment programs. |
| FDL_Financial_Services Full service investment and asset management firm located in downtown Washington, D.C. |
| Fincorp_Investements_Limited Provides non-bank finance and investments. |
| Forest_Capital_Partners,_LLC Provides timberland investment services to the affluent. |
| The_Forestland_Group Acquires and manages timberland investments for institutions, families, and individuals. |
| FTI_Institutional Offers investment capabilities of three asset management organizations: Franklin, Templeton, and Fiduciary Trust International. |
| Fund_Information_resource Fund information for world wide investors |
| FundQuest_Inc_ FundQuest Incorporated designs, develops, and operates branded, flexible fee-based investment programs for financial institutions. |
| Galaxy_Portfolio_Services Advisory firm services the sophisticated investor through a range of unit-linked investment products. |
| GE_Interest_Plus Investment opportunity in the General Electric Capital Corporation. Provides on-line prospectus. |
| GicDirect_com They provide rates on gic and term deposits in Canada and also have a currency exchange and a mortgage service. |
| GlobeOp_Financial_Services Provides services to successfully launch and operate a private investment entity. |
| Great_Plains_Trust_Company Providing a full spectrum of investment services. |
| Guard_Capital Family-owned US Insurance and banking group planning to offer investment and life insurance products. |
| Hargis_Financial Offers fee based personalized portfolio management for high net worth individuals worldwide. Also offers a weekly market commentary newsletter for the public. |
| Holloway_&_Associates Wise investment and wealth creation, financial Services and advice. |
| Indochina_Group_Ltd Provides investment services to high net worth individuals and privately held companies. |
| Institutional_Investor_Online Contains articles, banking, mutual fund advice, portfolio strategies, and research. |
| Interactive_Investor Finance and investment information in the United Kingdom. (Nasdaq: IINV). |
| International_Financial_Data_Services_(IFDS) Offers the global collective investment industry specialised BPO and ASP services. A joint venture of DST Systems and State Street. |
| The_Investment_House Providers of financial and real estate investment services in the Middle East. |
| Investment_Scorecard,_Inc_ Investment Scorecard, Inc. provides performance reports to financial services firms and their clients. Our technology produces accurate, detailed and flexible print, CD-ROM and Internet reports. |
| Investor_Advisor Online community where investors and advisors can come together for each others mutual benefit. |
| InvestorForce Develops online tools for intitutional investors, money managers, and plan sponsorts to help them manage their clients more efficiently. |
| Investors_Referral_Service,_Inc Service designed to match investors to financial professionals products and services. |
Babson-United, Inc. is a private, family-owned, non-bank holding company
involved in the management of family real-estate and other holdings.
Prior to May of 2002, the company operated a registered investment
advisor. The antecedent to that privately held and renowned
metropolitan Boston firm was founded in 1904 by Roger W. Babson, who
also established Babson College, located in Babson Park, Massachusetts.
Babson College is acclaimed and nationally recognized as, “The #1 ranked
college for entrepreneurial business studies.” Roger Babson was famed
for predicting “The Great Wall Street Crash” in 1929 and for prior
positioning of his clients’ assets. A fundamentals-based, long-term
style to equities investing was a mainstay of his investing philosophy.
A Short History
1904
Babson’s Reports, Inc. founded
(originally as the Office of Roger W. Babson)
1912
United Business Service Company
founded (originally as Investment Bankers Bureau, Inc.)
1919
U. S. Bulletin published by
Office of the President (Wilson) to coordinate wartime
production
1919
Armistice declared; U. S.
Bulletin sold to United Business Service Company
1921
United Business Service Company
sold to Paul T. Babson. Weekly newsletter United Business
Service inaugurated.
1927
United Investment Counsel
incorporated for portfolio advisory
1966
Name of weekly newsletter,
United & Babson Investment Report, changed to Babson-United
Investment Report.
1966
United Business Service Company
buys Securities Research Company.
1986
Babson’s Reports sold to United
Business Service Company.
1986
United Business Service Company
changes name to Babson-United Investment Advisors, Inc., and
Babson's Registered Investors becomes an operating division of
Babson-United Investment Advisors, Inc.
1986
New parent holding company,
United Business Service, Inc., created.
1987
Name of weekly newsletter,
United Business & Investment Report, changed to United & Babson
Investment Report.
1996
Securities Research Company
becomes operating division of United Business Service, Inc.
1998
United Business Service, Inc.
name changed to Babson-United, Inc.
1998
United & Babson Investment
Report becomes operating division of Babson-United, Inc.
1999
Name of weekly newsletter,
United & Babson Investment Report, changed to Babson-United
Investment Report.
2001
Subscribers of Babson-United
Investment Report are migrated into an unrelated firm's
publication. Babson-United Investment Report ceases
publication.
2002
Investment advisory clients of
Babson-United Investment Advisory, Inc. are migrated to an
unrelated firm. Babson-United Investment Advisors, Inc.
ceases to operate as a registered investment advisor (RIA), and
name changed to BUIA Holding, Inc.
2004
Babson-United, Inc. sells
Securities Research Company to an unrelated corporation with the
same name of Securities Research Company.
2004
Babson-United Inc. commences
operation as a private, family-owned, non-bank holding company.
© 2007
Babson-United, Inc.
Solicitations are unwelcome – particularly by vendors or providers of
services
Legal &
Professional contact address: Babson-United, Inc.330
Beacon Street, A161Boston, MA 02116
