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Showing 1 - 8 of 8 results
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
WINDJAMMER MANAGEMENT PARTNERS, L.P.
WINDJAMMER MANAGEMENT PARTNERS, L.P.
Newport Beach, California
25-49 employees
Windjammer Capital is a national private equity investment firm, based in Newport Beach, CA and Waltham, MA that invests control equity in middle‐market businesses and in partnership with management. Windjammer has over $2 billion of committed capital with respect to its control equity investment strategy, and since its founding in 1990, has completed over 50 platform acquisitions and over 100 strategic add‐ons. The firm targets investments in companies that are leaders in attractive niche markets and share several of the following characteristics: significant and defensible market positions; differentiated products and services; strong management teams; scalable business models; identifiable growth opportunities; and consistent financial performance.
Retirement Benefits Rank
Market Competitive
INTEGRA CAPITAL GROUP, INC.
INTEGRA CAPITAL GROUP, INC.
Irvine, California
100-499 employees
Integra Capital is a financial and investment firm that has invested in a diversified portfolio in Argentina and overseas. Founded in 1995, Integra Capital has developed projects for over 17 billion in financing and investment. Integra’s experience includes a comprehensive knowledge on legal, economic and financial mechanisms involved in a transaction, while keeping a leading position as investor and offering different services in the following areas: Media & Telecommunications, Energy, Mining, Investment, Sovereign Funds, Bank Debt, Technology, Bank Retail, Real State, Agrobusiness, Food & Drinks, Education, among others.
Retirement Benefits Rank
Market Laggard
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
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
MEIER LAW FIRM
MEIER LAW FIRM
Newport Beach, California
1-24 employees
Hello from your friends at the Meier Law Firm! We know that planning for the “what-ifs” in life, or navigating the aftermath of losing a loved one, can be overwhelming and stressful—we get it! You probably have a lot of questions like what will happen to the kids, the home, the accounts, and how do I go about all this? How can I make sure the money doesn’t unnecessarily go to the government? And, who can I trust to help me so that everyone involved is safe and protected? All of this we get, and we are here to help. Estate planning before AND after an illness, death, or major taxable event, is ALL that we do. We know you have questions. We know you are probably overwhelmed, stressed, and unsure how to go about all this or who you can trust to help you: who wouldn’t be? But let us assure you, it’s going to be OK. We are here to help you find answers and get the guidance you need, so that you can make a plan to move forward and experience peace of mind. We warmly invite you to talk with us by calling 949-718-0420 or scheduling your initial planning session online at www.meierfirm.com.
Retirement Benefits Rank
Market Leading
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REALITY SHARES, INC.
REALITY SHARES, INC.
San Diego, California
1-24 employees
Reality Shares is an innovative asset management firm, ETF issuer and index provider. Reality Shares'​ goal is to democratize the world's best investing ideas, using systematic quantitative methods to deliver products and solutions that support a wide range of investing objectives, such as diversification, lower correlation, risk mitigation, or unique market exposures. Important disclosures: http://www.realityshares.com/socmed-guidelines/
Retirement Benefits Rank
Market Competitive
ALLRISE CAPITAL, INC.
ALLRISE CAPITAL, INC.
Irvine, California
25-49 employees
Allrise Capital is a leading multi-strategy investment firm with a direct investment mandate covering real estate, venture capital, and special situation opportunities in the US and select emerging markets. Our investment process is oriented around fundamental research on asset classes, sectors, and companies to identify asymmetric risk/reward opportunities.
Retirement Benefits Rank
Market Laggard
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