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Showing 1 - 7 of 7 results
CREWS AND ASSOCIATES, INC.
CREWS AND ASSOCIATES, INC.
Little Rock, Arkansas
100-499 employees
Founded in 1979 with seven associates, Crews & Associates, Inc. has grown to an organization of more than 180 professionals. Our growth and perseverance has earned us the allegiance of our customers and the respect of our peers, and we’re not done yet – we strive to better serve our customers every day. From fixed income products to public finance underwriting services, Crews & Associates, Inc. has the experience, market savvy, and professionalism to be your one and only choice for market execution and investment banking needs. https://www.crewsfs.com/disclosures/
Retirement Benefits Rank
Market Competitive
DIVERSIFIED TRUST COMPANY, INC.
DIVERSIFIED TRUST COMPANY, INC.
Memphis, Tennessee
100-499 employees
About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $10 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services. Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting. Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives. As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients. Our goal is simple - helping our clients focus on what is important to them.
Retirement Benefits Rank
Market Leading
SOUTHEASTERN ASSET MANAGEMENT, INC.
SOUTHEASTERN ASSET MANAGEMENT, INC.
Memphis, Tennessee
1-24 employees
Southeastern Asset Management is a privately owned, global investment management firm founded in 1975 and the investment advisor to the Longleaf Partners Funds. Partnership is core to all that we do, and Southeastern’s employees and related entities are the largest investors across the funds advised by Southeastern. Our team of research analysts are generalists, tasked with finding the best bottom-up opportunities across the globe. We are long-term, concentrated, engaged value investors. We invest in concentrated portfolios of our best ideas that meet our Business, People, Price investment criteria. We invest with an expected 5+ year investment horizon and take advantage of short-term volatility to own high quality businesses, run by capable management teams, whose stock prices are trading temporarily at a discount. Our extensive, global network allows us to engage with our management partners to help drive long-term value creation. For social media disclosures and terms of use, please visit: southeasternasset.com/social-media-terms
Retirement Benefits Rank
Market Leading
THE STEPHENS GROUP, LLC
THE STEPHENS GROUP, LLC
Little Rock, Arkansas
100-499 employees
The Stephens Group is a private investment firm that partners with talented management teams to help build valuable businesses. Backed by the resources of the Stephens family, The Stephens Group has a long history of providing sophisticated, strategic expertise and taking a partnership approach to help companies successfully achieve their strategic visions and build long-term value. With over $1.5 billion invested since 2006, The Stephens Group targets investments in industries across the U.S., including industrial and commercial products and services, specialty distribution, B2B food and consumer products, technology infrastructure and tech-enabled services, as well as select opportunistic situations.
Retirement Benefits Rank
Market Competitive
CARTY & COMPANY, INC.
CARTY & COMPANY, INC.
Memphis, Tennessee
50-99 employees
Carty & Company, Inc. is a full-service investment broker/dealer located in Memphis, TN. We are a nationally recognized, locally owned, well capitalized firm with over 48 years of experience in fixed income trading and sales. Licensed in 52 states and territories, we have expertise in servicing individual as well as institutional clients.
Retirement Benefits Rank
Below Market
BARKSDALE MANAGEMENT CORPORATION
BARKSDALE MANAGEMENT CORPORATION
Ridgeland, Mississippi
1-24 employees
Barksdale® is an ISO 9001:2015 registered manufacturer of controls for industrial applications, specializing in the control and measurement of fluids. Barksdale is also IATF 16949:2016 certified for the automotive industry and ISO 14001:2015 certified for effective environmental management systems (EMS). As a subsidiary of Crane Co., Stamford, CT, we have the financial resources of a large company, while our size allows individual customer partnerships. Founded in 1949, we are based in Los Angeles, CA, have a manufacturing facility in Reichelsheim, Germany, and distributors around the world. With a standard product line as the base, Barksdale prides itself in supplying specially designed or adapted products to meet customers’ specific requirements. A wide range of optional modifications is offered on most Barksdale products, allowing you to customize our products to meet your specific application while using standard components. If, however, your requirements go beyond the available modification options, Barksdale will work with you to provide the best solution for your control instrumentation need. For more than seventy years, customers have turned to Barksdale for custom-designed solutions. Throughout the world, Barksdale solutions can be found in steel mills, on machine tools, in auto plants, in power generation and distribution facilities, in chemical processing plants, in pulp and paper mills, textile mills, amusement parks, and food processing plants, on drilling rigs, in oil and natural gas fields, rescue equipment, and on many forms of transportation equipment, both on- and off-road. In almost every industry, Barksdale products are at work, helping customers “control every move”. We are proud to be a part of the Crane Co. family, one of the world’s largest manufacturer of highly engineered products with over 165-year history.
Retirement Benefits Rank
Below Market
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ACRETRADER, INC.
ACRETRADER, INC.
Fayetteville, Arkansas
50-99 employees
AcreTrader was created with a simple mission: provide investors direct access to the highly attractive asset class of farmland investments. Farmland investments provide an opportunity for high-return potential and low volatility compared to other asset classes. Directly investing in farmland was historically difficult and unattainable for most investors. Until now. Through a proprietary online investment platform, AcreTrader offers transparency to people wanting to invest in farmland. Additionally, AcreTrader removes the headaches traditionally associated with land ownership by handling all aspects of administration and property management, from insurance and accounting to working with local farmers and improving soil sustainability. Securities are offered through AcreTrader Financial, LLC, a broker dealer registered with FINRA and a member of SIPC Information on all FINRA registered broker dealers can be found on FINRA’s BrokerCheck. Alternative investments are speculative, involve a high degree of risk and are not suitable for all investors. Complete loss of principal is possible. Private placements are unregistered securities, considered illiquid and long-term investments. Distributions are not guaranteed.
Retirement Benefits Rank
Market Competitive