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Showing 1 - 12 of 12 results
PAYDEN & RYGEL
PAYDEN & RYGEL
Los Angeles, California
100-499 employees
Payden & Rygel is one of the largest independently-owned global investment management firms. We offer a full array of investment strategies and products, including equity, fixed-income and balanced portfolios as well as open-end mutual funds and offshore funds, to a varied client base around the world. While we have grown and expanded considerably since our inception, we remain committed to our mission of providing customized investment management services that focus on each client's specific needs and objectives.
Retirement Benefits Rank
Market Leading
EP WEALTH ADVISORS ADMIN, LLC
EP WEALTH ADVISORS ADMIN, LLC
Torrance, California
500+ employees
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $16.1 billion in client assets under management (as of December 31, 2022). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Retirement Benefits Rank
Market Leading
DOUBLELINE GROUP LP
DOUBLELINE GROUP LP
Los Angeles, California
100-499 employees
DoubleLine is an independent, employee-owned money management firm, founded in 2009. The firm offers a wide array of investment strategies run by an experienced team of portfolio managers that has worked together for many years, employing active risk management, in-depth research, and innovative product solutions.
Retirement Benefits Rank
Top Benefits
PATHWAY CAPITAL MANAGEMENT, LP
PATHWAY CAPITAL MANAGEMENT, LP
Irvine, California
100-499 employees
Pathway is a leading private market fund-solutions provider with over $85 billion in assets under management from private equity, private credit, and infrastructure mandates. Formed in 1991, Pathway creates and manages single- and multi-investor programs for institutional investors worldwide, investing in various private market strategies through primaries, secondaries, and co-investments. Pathway’s investment professionals have participated in the development of more than 120 private market portfolios, committing more than $120 billion to more than 1,300 private market investments across a wide variety of private market strategies. Pathway has raised more than $35 billion in commitments from its more than 70 fund of funds. To learn more about Pathway opportunities, go to our Contact page at our main website below and click on Current Openings. *Pathway's social media content is provided for information purposes only and does not constitute investment advice or a recommendation, an offer to sell, or the solicitation of an offer to buy; and is not the basis for any contract to purchase or sell any securities or any other instruments in any jurisdiction, and should not provide the basis for any investment decision. Please do not share any personal information, investment advice, or testimonials about Pathway's services or employees on Pathway's Social Media site. Pathway is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations or guarantee the accuracy of the content posted by third parties and is not responsible for inaccuracies or errors. Any opinions or recommendations by third parties and/or any linked websites are those of the persons or organizations submitting such commentary and do not represent the views of Pathway Capital Management, LP or its affiliates. If Pathway interacts with other social media content (e.g., by sharing links, etc.) it is not an endorsement of the individual or org
Retirement Benefits Rank
Top Benefits
ROTH CAPITAL PARTNERS, LLC
ROTH CAPITAL PARTNERS, LLC
Newport Beach, California
100-499 employees
ROTH MKM is a relationship-driven investment bank focused on serving growth companies and their investors. Our full service platform provides capital raising, high impact equity research, macroeconomics, sales and trading, technical insights, derivatives strategies, M&A advisory, and corporate access. Headquartered in Newport Beach, California, ROTH MKM is a privately-held, employee owned organization and maintains offices throughout the U.S. For more information, please visit www.roth.com.
Retirement Benefits Rank
Below Market
DOUBLELINE CAPITAL LP
DOUBLELINE CAPITAL LP
Los Angeles, California
100-499 employees
DoubleLine is an independent, employee-owned money management firm, founded in 2009. The firm offers a wide array of investment strategies run by an experienced team of portfolio managers that has worked together for many years, employing active risk management, in-depth research, and innovative product solutions.
Retirement Benefits Rank
Top Benefits
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GREEN STREET ADVISORS, LLC
GREEN STREET ADVISORS, LLC
Newport Beach, California
100-499 employees
Green Street is the preeminent provider of actionable commercial real estate research, news, data, analytics, and advisory services in the U.S. and Europe. For more than 35 years, Green Street has delivered unparalleled intelligence and trusted data on the public and private real estate markets, helping investors, banks, lenders, and other industry participants optimize investment and strategic decisions. The firm delivers exclusive market information, conclusion-driven insights, and predictive analytics through a SaaS platform. To learn more, please visit www.greenstreet.com. While Green Street offers some services as an investment advisor, the US Research, Data, and Analytics products along with its global News publications are not provided as an investment advisor nor in the capacity of a fiduciary. Important Green Street Disclosure: www.greenstreet.com/disclosure.
Retirement Benefits Rank
Market Leading
STRETTO
STRETTO
Irvine, California
100-499 employees
Stretto delivers a full spectrum of case-management services, depository solutions, loan-modification services, and technology tools to fiduciaries and legal professionals. Offering a comprehensive suite of corporate-restructuring, consumer-bankruptcy, and debt resolution capabilities, along with multi-faceted deposit and disbursement services, Stretto provides an unparalleled portfolio of solutions under the executive leadership of industry veterans Eric Kurtzman and Jonathan Carson. Sitting at the center of the bankruptcy ecosystem, Stretto leverages deep-industry expertise and market insights to facilitate every aspect of case and cash management for its corporate-restructuring and consumer-bankruptcy clients, as well as fiduciaries and other industry professionals. “Stretto” is a musical term indicating when one voice picks up where another leaves off, and, as our name implies, Stretto seamlessly integrates streamlined workflows and best-in-class technology to orchestrate the case-management process and create harmony for professionals and their teams.
Retirement Benefits Rank
Market Competitive
VINCI BRANDS LLC
VINCI BRANDS LLC
Tustin, California
100-499 employees
Founded in 2009, Armor Capital is a financial advisory boutique based in Hong-Kong and Paris. The firm provides corporate finance services to mid-cap companies based in Asia Pacific and EMEA. Armor Capital specializes in cross-border M&A, company valuation, fundraising (equity and debt), and strategic consulting. Our three partners, Guillaume Caillet, Jean Giorgis and Alain Ghiretti combine 60 years of experience in EMEA and Asia Pacific. With strong local knowledge and contacts in the key global economies, we help business owners to manage the ever-changing and increasingly competitive economic landscape. Our team places a high value of the enduring nature of the relationships with our clients, partners and investors, including taking a financial position in a client company. Email us: [email protected]
Retirement Benefits Rank
Market Competitive
HOME FUNDING CORPORATION
HOME FUNDING CORPORATION
Rancho Cucamonga, California
1-24 employees
Here at Home Funding Corp. we offer stability, the product selection of a large corporation, and the service of an independent business. We take a lot of pride in sharing that, in our 30 years of business, we've never had a layoff. Our turn around time for FHA loans is typically 16 business days, our conventional financing averaging 8-10 business days, and underwriting and docs around 24-48 hours. We utilize cutting edge technology and offer CRM software to our originators. Our originators have landing pages with 1003 online application ability and can offer lead capturing technology to their Realtor Partners. Our CRM program comes with 84 million B2B contacts, marketing materials and drip email campaigns. Our LOS is Point Central and Cloud Based to better serve our team. And we're fully automated (Paperless). Loan Originators can run their businesses out of their homes or wherever they'd like! We also have private offices available for top producers and their team members at our corporate office, with a full in-house staff located in Rancho Cucamonga, CA. Our payment structure is the most aggressive in the industry and we close loans faster than anyone else! Learn more today, call 1-800-308-4999 today or visit www.hf-corp.com! NMLS #91487
Retirement Benefits Rank
Market Laggard
MGO PRIVATE WEALTH
MGO PRIVATE WEALTH
Irvine, California
1-24 employees
MGO is a global team of financial service professionals serving the full scope of needs shaping our clients’ business and personal goals. Our team members stand ready to help our clients grow through assurance, tax, advisory, outsourcing, and private client services. With human care at the core of everything we do, we provide outstanding service experiences, delivered with sophisticated digital tools that work effortlessly for our clients. Our global platform serves clients in over 100 countries and in 40 different languages. From offices throughout the US, India, and Asia, we engage our clients in real-time when and where they need us the most. We are honored to work alongside innovators in culture-defining industries. Whether serving a pre-revenue startup, industry leader, high-net-worth individual, or trusted government agency, we provide holistic financial guidance to shape long-term success.
Retirement Benefits Rank
Below Market
ASPIRATION PARTNERS, INC.
ASPIRATION PARTNERS, INC.
Marina Del Ray, California
All Size Average employees
Aspiration is in the business of fighting the climate crisis. We help people and businesses build sustainable impact into what they do every day by making it easy, automated, and powerful -- whether it is in the ways people spend and save their money or the ways businesses engage their customers and employees. The estimated cumulative climate impact of the Aspiration community thus far is the equivalent of taking more cars than every car in the state of Wyoming off the road for a year, every year. Aspiration is a certified B Corporation and, in fact, has been named to the “Best for the World” list of the top five percent of highest scored certified B Corporations four years in a row. Aspiration has raised over $550M in funding to date, is growing quickly, and has announced its intention to be a publicly listed company. Operating at the intersection of finance and technology, we are always looking for dynamic individuals to join our team. If you think you'd be a good fit, contact us at [email protected]. This page is operated by Aspiration Financial, LLC, an SEC-registered broker-dealer and member FINRA/SIPC. Aspiration Financial provides brokerage services and securities products. Its affiliate company, Aspiration Fund Adviser, LLC, an SEC-registered investment adviser, provides investment advisory services. Aspiration Fund Adviser, LLC and Aspiration Financial, LLC are subsidiaries of Aspiration Partners, Inc. Neither Aspiration Partners, Inc. nor any of its subsidiaries is a bank. This is not an offer, solicitation of an offer, or advice to buy or sell securities. Aspiration does not offer or provide tax or legal advice.
Retirement Benefits Rank
Market Leading
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