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Showing 1 - 12 of 67 results
THIEL CAPITAL LLC
THIEL CAPITAL LLC
West Hollywood, California
50-99 employees
Thiel Capital is an investment firm founded by Peter Thiel. Located in West Hollywood, California, Thiel Capital provides strategic and operational support for Peter’s many investment initiatives and entrepreneurial endeavors. Related organizations include Clarium, Founders Fund, Mithril, Valar Ventures, and The Thiel Foundation.
Retirement Benefits Rank
Top Benefits
HALBERT HARGROVE GLOBAL ADVISORS, LLC
HALBERT HARGROVE GLOBAL ADVISORS, LLC
Long Beach, California
25-49 employees
Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933. Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture. We never compromise on our values or process, so our clients can be confident about maintaining their lifestyle, contributing to their community, and preparing the next generation for continued success. We believe in "Investing to integrate your money and your life℠"​. Halbert Hargrove achieved Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX). CEFEX is an independent organization that works with investment advisory firms around the globe to assess their investment processes and systems—and their adherence to the highest standards of fiduciary best practices. Certification is a relatively rare distinction; we are the 50th investment advisory firm in the world to have earned it. CEFEX's mission is to improve risk management for both institutional and retail investors.
Retirement Benefits Rank
Top Benefits
INDEX FUND ADVISORS, INC.
INDEX FUND ADVISORS, INC.
Irvine, California
50-99 employees
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care. Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts. IFA also facilitates IRA rollovers from 401(k)s and 403(b)s. The value of IFA extends beyond superior investment advice. As a holistic financial partner, IFA helps guide investors through all life and retirement stages. Our Wealth Advisors take a personalized approach to matching people with portfolios while providing a full-range of wealth services for a better overall client experience. IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets. IFA bases its investment strategy on the highly respected research indexes designed by Eugene Fama and Kenneth French, incorporating 87 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques.
Retirement Benefits Rank
Below Market
PACIFIC INCOME ADVISERS
PACIFIC INCOME ADVISERS
El Segundo, California
1-24 employees
Pacific Income Advisers is an established and independent, employee-owned investment advisory firm, for institutional and private clients worldwide. Since PIA’s inception in 1986, the firm has managed traditional investment grade fixed income strategies utilizing a fundamental investment approach that has produced attractive “risk-adjusted” returns. As a core bond manager, PIA’s investment discipline is built on yield curve analysis. PIA’s “alpha thesis” is driven by the firm’s significant intellectual capital committed to risk measurement. Additionally, PIA benefits from strong analytical competencies in mortgage-backed securities as certain PIA investment professionals are also the senior management team of Anworth (NYSE: ANH), a publicly traded mortgage REIT.
Retirement Benefits Rank
Market Competitive
SFE INVESTMENT COUNSEL, INC.
SFE INVESTMENT COUNSEL, INC.
Los Angeles, California
1-24 employees
Investing with Integrity and Confidence. For more than 40 years, SFE Investment Counsel Inc. has been helping individuals, families, businesses, and institutions achieve their financial goals. “Counsel” is in our very name. Whether you are a young adult at the dawn of your career, a parent saving for college, a Baby Boomer ready to retire or a non-profit looking for a “socially responsible investing” portfolio, SFE will counsel you every step of the way. ----------------------------------------------------------- SFE Investment Counsel Inc. is a SEC Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where SFE Investment Counsel Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SFE Investment Counsel Inc. unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Retirement Benefits Rank
Market Leading
THE YUCAIPA COMPANIES, LLC
THE YUCAIPA COMPANIES, LLC
Los Angeles, California
50-99 employees
The Yucaipa Companies is a publicly-traded (NYSE: YAC) special purpose acquisition company led by Chairman and President Ron Burkle and CFO and COO Ira Tochner. Our company's objective is to generate attractive risk-adjusted returns for our shareholders by effecting a business combination, and thereafter driving operational and other improvements. We function as a premier investment firm with an established record of fostering economic value through company mergers and acquisitions working with management to strategically reposition businesses, resulting in value creation for investors. We are currently searching for a Junior Accountant. This position will be responsible for but not limited to basic project accounting support, to include PO and Item Receipt processing, basic job costing, and basic financial reporting. Assist with annual financial review and other compliance needs generally work during standard business hours in an office environment, though they may work occasional overtime to meet reporting deadlines of complete audits of company records. This Junior Accountant role will provide direct support for upper-level accounting managers and senior accountants while providing important services within the office. Assisting accounting department by closing accounts, updating accounting entries, maintaining accounts receivable, document bills and supporting documentation, maintaining accounts payable, ensure timely payment of invoices, confirming validity of the debt and gathering appropriate signatures, updating financial records via accounting software, gathering payroll expenses and input into appropriate entry line, preparing quarterly budget under the purview of senior management, and analyzing financial statements and prepare balance sheets. Display appropriate ethical behavior through extraordinary confidentiality, integrity, and professional conduct. A great candidate is someone who takes initiative and works through problems to find solutions.
Retirement Benefits Rank
Below Market
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IHP CAPITAL PARTNERS
IHP CAPITAL PARTNERS
Newport Beach, California
25-49 employees
As one of the nation’s only residential investment firms, IHP Capital Partners facilitates a path to success for our investor and development partners by providing equity for residential projects throughout the country, with a focus on the western U.S. A tactical partner and trusted fiduciary for nearly 30 years, our track record is built on experience, expertise and long-term sustained partnerships with well-known institutional investors and a wide range of the industry’s most notable builders and developers.
Retirement Benefits Rank
Below Market
RAINTREE-EVERGREEN MANAGEMENT LLC
RAINTREE-EVERGREEN MANAGEMENT LLC
Dana Point, California
25-49 employees
Raintree Partners is a private commercial real estate investment company principally engaged in the acquisition, development, and redevelopment of multifamily residential and mixed-use properties in the major West Coast markets, with a particular geographic focus in California.
Retirement Benefits Rank
Below Market
CLEARLIGHT PARTNERS MANAGEMENT, LLC
CLEARLIGHT PARTNERS MANAGEMENT, LLC
Newport Beach, California
1-24 employees
ClearLight Partners is a private equity firm in Southern California that invests in established, profitable middle-market companies across a range of industries. Since inception, ClearLight has raised $900 million in capital across three funds from a single limited partner. ClearLight has extensive operating and financial experience, and a history of successfully partnering with owners and management teams to drive growth and create value. ClearLight is actively searching for new investments. For any new investment opportunities, please contact: Mark Gartner Principal, Head of Investment Development 949-725-6598 [email protected]
Retirement Benefits Rank
Market Competitive
COMPAK ASSET MANAGEMENT
COMPAK ASSET MANAGEMENT
Newport Beach, California
1-24 employees
Compak is an award-winning independent wealth manager providing custom-tailored portfolio and retirement solutions. Get our weekly market updates at https://www.youtube.com/c/CompakAssetManagement/. Learn more by visiting https://compak.com/disclosure/. For full disclosures, please visit https://compak.com/disclosure/.
Retirement Benefits Rank
Top Benefits
FIRST WILSHIRE SECURITIES MANAGEMENT
FIRST WILSHIRE SECURITIES MANAGEMENT
Pasadena, California
1-24 employees
Since 1977, First Wilshire has been serving high net-worth individuals and institutional investors guided by a value philosophy: recognizing companies with great prospects at an attractive price. Our Portfolio Managers and Analysts have the energy and tenacity to find such companies, and the patience to hold a position until other investors recognize its value. This discipline applied to undiscovered companies with small capitalization is the most distinguishing characteristic of our firm. Our dedication to performing in-depth, internally-generated research has allowed First Wilshire to attract a loyal following of like-minded professionals and investors.
Retirement Benefits Rank
Market Leading
TARBOX FAMILY OFFICE, INC.
TARBOX FAMILY OFFICE, INC.
Newport Beach, California
1-24 employees
Tarbox Family Office, Inc. is a fee-only wealth management firm providing comprehensive financial planning and investment management services. Tarbox Family Office, Inc. is a registered investment advisor based in Newport Beach, CA. Founded in 1985, we work with a select group of wealthy families and individuals across the United States. We are active advocates for our clients -We work for you – not for a brokerage firm, trust company, investment bank, or public shareholders. -We do not sell any products or benefit economically from any investment or other recommendations. -We are experts in building and implementing tailored, comprehensive financial solutions for each family. -We provide disciplined and customized institutional-grade investment management. -You work directly with our experienced, multi-disciplinary team to accomplish your objectives. -We actively advocate for your best interests in all matters.
Retirement Benefits Rank
Market Leading
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