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Showing 1 - 12 of 16 results
MIDLAND CREDIT MANAGEMENT, INC.
MIDLAND CREDIT MANAGEMENT, INC.
San Diego, California
500+ employees
Established in 1953, Midland Credit Management, Inc. (MCM), a wholly-owned subsidiary of Encore Capital Group, Inc., is a specialty finance company providing debt recovery solutions for consumers across a broad range of assets. We purchase portfolios of defaulted consumer receivables and manage them by partnering with our consumers as they repay their obligations and work toward financial recovery. MCM is the market leader in portfolio purchasing and recovery in the United States. We lead the industry with consumer-centric practices that drive results. In 2011, we introduced the industry’s first Consumer Bill of Rights codifying our commitment to working with our consumers through mutual engagement, understanding, collaboration and respect. Ultimately, we help our consumers recover from financial difficulty and turn towards a path of economic empowerment. With over 4,000 employees worldwide, MCM is headquartered in San Diego, California, and maintains domestic and international operations across the United States, Costa Rica, and India. OUR MISSION - Creating pathways to economic freedom OUR VISION - We help make credit accessible by partnering with consumers to restore their financial health  OUR VALUES - We care: We put people first and engage with honesty, empathy, and respect  We find a better way: We deliver our best in everything we do, find ways to make a positive difference, and achieve impactful results   We are inclusive and collaborative: We embrace our differences and work together to ensure every individual can thrive 
Retirement Benefits Rank
Market Competitive
ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH
ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH
Oceanside, California
500+ employees
The Economic Development Collaborative (EDC) helps create empowered business owners, connecting community partners and informing civic leaders in the greater Ventura and Santa Barbara County region. A regional public/private economic development organization, EDC is a California nonprofit corporation dedicated to creating a strong and healthy Ventura and Santa Barbara regional economy with a high quality of life and broadly shared opportunities through a variety of economic development approaches.
Retirement Benefits Rank
Below Market
MONTEREY FINANCIAL SERVICES, LLC
MONTEREY FINANCIAL SERVICES, LLC
Oceanside, California
50-99 employees
Monterey Financial Services is a full service receivables management and finance company that tailors to the specific needs of your business. Factoring in Monterey’s broad spectrum of services across numerous industries allows our clients to find assistance in unique markets. Our financial management solutions are built to nurture the entire life cycle of receivables including document generation, payment processing, back end recovery services, and full accounting reports available 24/7. Our financial service providers work in concert to provide optimal results whether you bundle all of our services or just utilize those that fit your specific needs. Monterey's services include Consumer Financing Programs, professional Loan Servicing and Debt Recovery Solutions. In addition to these financial management solutions, Monterey offers the opportunity to work as a registered broker in alternative financing. Monterey's mission statement: To empower every business with the ability to optimize their sales growth and cash recovery. Monterey Financial Services has forged a reputation for unparalleled customer service, developing tailor-made capital solutions for businesses selling products and services to consumers. Solutions are built to fit clients’ requirements, whether they bundle Monterey services together or use what appeals to their specific needs. With industry-leading results, Monterey remains committed to combining the best technology with its talented staff to achieve a primary objective for its clients to optimize portfolio performance.
Retirement Benefits Rank
Below Market
MARLIN MANAGEMENT COMPANY, LLC
MARLIN MANAGEMENT COMPANY, LLC
Hermosa Beach, California
50-99 employees
Marlin Equity Partners is a global investment firm with approximately $9 billion in capital commitments. The firm is focused on providing corporate parents, shareholders and other stakeholders with tailored solutions that meet their business and liquidity needs. Marlin invests in businesses across multiple industries where its capital base, industry relationships and extensive network of operational resources significantly strengthen a company’s outlook and enhance value. Since its inception, Marlin, through its group of funds and related companies, has successfully completed over 200 acquisitions. The firm is headquartered in Los Angeles, California with an additional office in London.
Retirement Benefits Rank
Market Competitive
TROVATA, INC.
TROVATA, INC.
Solana Beach, California
All Size Average employees
Trovata helps businesses automate the work it takes to gather and normalize all of its financial data. Trovata lets finance and treasury teams access, build, manage, and control their own trove of financial data – from banks, business & accounting systems, and external markets – connecting to these sources in minutes. We help CFOs answer simple questions that are difficult to answer without doing hours or days of work like, “How much cash do we have right now and where is it going?” This lets us intelligently drive efficiencies through transparent visualization, workflow automation, and machine learning that can transform financial operating performance.
Retirement Benefits Rank
Top Benefits
TOWNELEY CAPITAL MANAGEMENT, INC.
TOWNELEY CAPITAL MANAGEMENT, INC.
Laguna Hills, California
All Size Average employees
Since 1971, Towneley has managed investments as an independent fiduciary advisory firm helping long-term investors thrive. Our unique collection of rigorously tested and refined investment strategies provides diversified, risk-managed exposure to global markets on a fee-only platform for individuals, families, businesses, and non-profit organizations. With a breadth and depth of experience reflected in our 50-year history, our dedicated portfolio managers and advisors at Towneley average 27 years of investment industry experience, including 23 years at our firm. Our strategic investment management approach, along with our independent fiduciary structure, has allowed us to lead individuals and institutions through five decades of volatile markets while providing clear guidance for meeting their long-term goals. In addition to providing individual investors with advice, strategy, and implementation in asset management and holistic financial planning, we also deliver expert guidance and portfolio management to endowments, foundations, and scientific societies. At Towneley, we appreciate that each person and organization we work with has their own distinct needs and challenges. Therefore, we work closely with our clients to help them define their long-term goals and understand the “why” behind those goals. With a keen interest in our clients’ purpose, combined with our proprietary research-centered portfolio management, we intend that all of our clients feel confident that they will successfully achieve their financial goals. Purpose Driven | Research Based | Relationship Focused | 50 Years Strong
Retirement Benefits Rank
Top Benefits
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DOUGLAS WILSON COMPANIES
DOUGLAS WILSON COMPANIES
San Diego, California
1-24 employees
Douglas Wilson Companies (DWC) was founded in 1989 to provide a wide range of problem resolution and real estate services. Our professional team has earned a unique track record of success with our diverse client base, which includes: financial institutions, law firms, investors, state and federal courts, and property owners located throughout the country.With a seasoned team of business, real estate and financial services professionals, DWC offers a level of specialized services not found elsewhere. With offices in Las Vegas, Phoenix, San Diego, San Francisco and Washington, D.C., DWC is the largest business services entity of its kind. Focusing on our commitment to and relationships with our clients, we provide workout and problem resolution, crisis/force majeure response, asset management, consulting, forensic accounting, business planning, brokerage, receivership, development, entitlement, and construction management services. To date, we have provided problem resolution services for more than 1,200 matters involving assets valued in excess of $15 billion. Whether your needs require assistance with solving a complicated problem, leveraging the value of a project, or developing a new project, we’d like to help you orchestrate and implement a plan for success.
Retirement Benefits Rank
Below Market
SUMMIT HEALTHCARE REIT, INC.
SUMMIT HEALTHCARE REIT, INC.
Laguna Hills, California
1-24 employees
Summit Healthcare REIT is a publicly registered, non-traded real estate investment trust that invests in assisted living, memory care, and skilled nursing facilities throughout the United States. Our portfolio is diverse in both geography and top-notch operators. We believe our industry has a positive future, and is positioned to take advantage of the shifting demographics in the U.S. Summit is also extremely proud of our corporate culture. Our highest priority is our shareholders; however, we believe taking care of our employees is paramount as well as supporting our operators.
Retirement Benefits Rank
Market Leading
PENSION PROFESSIONALS, INC.
PENSION PROFESSIONALS, INC.
Rancho Santa Margarita, California
1-24 employees
Guided plan participants through distribution and loan processes, educated them about constantly changing rules and regulations, and answered questions in a fast-paced, high volume environment. Served as the primary point of contact for over 600 partnered accounts by phone, email, and face-to-face. Processed over 800 disbursement requests for individual account holders on top of a normal workload within six months, generating over $100k in profit. Prioritized multiple tasks and projects to produce high-quality and timely workflow. Worked closely and communicated with a variety of clients to ensure participant withdrawals are compliant with IRS and Plan regulations. Securely handled confidential materials and managed the organization and accuracy of participant data and files.
Retirement Benefits Rank
Market Laggard
LORENZ FIDUCIARY SERVICES, INC.
LORENZ FIDUCIARY SERVICES, INC.
Temecula, California
1-24 employees
Founded in 1975, Lorenz Private Trustees is a Corporation in San Diego County, California. Each of our Fiduciaries serve as: Trustee • Executor • Agent for Finance • Agent for Health Care Clay B. Spiegel, CPA Marguerite C. Lorenz, CTFA, CLPF Noah Benton, Esq, CLPF Joseph McMackin, CLPF Ryan Shumacher, Esq We do not write Estate Plans, we implement them. Unlike Banks or Trust Companies, we do not sell any financial products. Our duty is to consider your intent first, as it is expressed in your written Estate Plan, then to follow the Probate Code, as you are the First Beneficiary of your Trust. We must also consider your beneficiaries in the process. Often family members (who are also beneficiaries) fall into conflict because of their own agenda or their inability to get along with other family members during the long and difficult time required in most end of life circumstances. Having a neutral, trained professional, ready to serve, can help keep your family in harmony. One of 3 events trigger your Succession plan: Resignation (when you resign as Trustee of your Trust), Incapacity (your Trust document will specify how this is determined), or Death. This is when your Successor Trustee goes to work, fulfilling your plan and following your wishes. We feel it is so important to get acquainted and to keep up to date with you, that we charge nothing for our first meeting with you. To learn more, please visit our website, www.MyTrustee.net or call us at 877-630-8448
Retirement Benefits Rank
Market Laggard
TALIPOT PROSERVICES INC.
TALIPOT PROSERVICES INC.
La Jolla, California
1-24 employees
We operate nationwide and regionally within the Middle East area for the last 20+ years, offering a vast array of Engineering Services Our specializations fields covers: - Architecture, Civil, and Structure Construction Contracting: • Structural works • Architectural works • Landscape works • Sanitary Works   - MEP (Electromechanical). Supply, Installation of Electromechanical systems, and projects including Water and Waste Water Systems.   - Services units provides the following engineering services:   • Facility Management. • Indoor Air Quality measurements and studies • Air Conditioning air duct and system equipment and components cleaning and disinfection • Central Air Conditioning Services. Maintenance for Electromechanical Systems • Testing & Balancing (NEBB Certified ) • Complete MEP Commissioning. Clean Room Validation • Sound Measurement • Electrical Measurements • Pressure Duct Leakage Test • Enclosure Integrity Test • Thermographic Imaging • Ultrasonic Water Flow Measurements   - Building Automation System: HVAC Control & BMS Building MCC panels Supplying control and measuring instrumentation   - Trading & Agencies We represent reputable worldwide manufacturers, who supply high-quality products and serve the mainline of MEP needs for both Contracting & Industrial segments. Products Classification: • Humidity Control Systems • Valves • Measurements • Heat Recovery Systems
Retirement Benefits Rank
Market Leading
ELLIS FINANCIAL GROUP, INC.
ELLIS FINANCIAL GROUP, INC.
San Diego, California
1-24 employees
Financial Planner primarily representing clients across the western part of the US, Florida and Hawaii. We work with families and individuals of all ages. Please feel free to reach out for more information.
Retirement Benefits Rank
Market Leading
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