Cappello maintains Strategic Relationships with select firms to benefit our clients' unique needs (click logos to link to websites):


Dimensional Fund Advisors, Inc.
One of Cappello’s leading common stock investors, DFA is a $52 billion mutual fund company that manages 31 separate portfolios, each based on a unique set of quantitative investment “dimensions”. DFA is the largest small-cap investor in the NASDAQ-NMS, AMEX, and NYSE stock markets, and as a quasi-index fund, has demonstrated an extended holding period for shares that are added to its portfolios.
www.dfaus.com

The Friedman Group
The Friedman Group, founded in 1980 by retail authority Harry J. Friedman, is the largest and most sought-after retail consulting and training organization in the world, with offices in the United States, Europe, South America, Australia, New Zealand and South Africa. Friedman has serviced over 500 retail companies since inception, providing services ranging from basic sales training to complete operational restructuring. Cappello partners with The Friedman Group to offer financial advisory services and access to growth capital to promising retail companies.
www.thefriedmangroup.com

Troika Dialog Group
Troika Dialog is one of the oldest and largest independent investment banks headquartered in Russia. Founded with the collapse of the Soviet Union in 1991, Troika Dialog provides Securities Trading, Investment Banking, and Asset Management from offices in six Russian cities, New York, London and Cyprus. Troika Dialog’s award-winning Research Team offers the most comprehensive research coverage of Russia’s capital markets. The firm’s Investment Banking division provides finance raising, M&A and restructuring advisory services for leading Russian and Western companies and Troika Dialog Asset Management manages more than $500 million.
www.troika.ru