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Showing 1 - 12 of 58 results
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
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
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
CENTAURUS FINANCIAL, INC
CENTAURUS FINANCIAL, INC
Anaheim, California
50-99 employees
Centaurus Financial, Inc. is a national independent broker/dealer licensed to offer securities and insurance products in all fifty states. Centaurus is registered with the SEC (Securities & Exchange Commission) and is a member of SIPC (the Securities Investor Protection Corporation). Founded in 1992, Centaurus Financial was formed with a singular focus – to provide a platform of unparalleled service, support, technology and education to independent financial advisors in the securities industry.
Retirement Benefits Rank
Market Competitive
SHAH & ASSOCIATES
SHAH & ASSOCIATES
Chino Hills, California
1-24 employees
GRANITE FINANCIAL MANAGEMENT LIMITED is a financial services company based out of 122 FEERING HILL FEERING, COLCHESTER, ESSEX, United Kingdom.
Retirement Benefits Rank
Below Market
KWB WEALTH
KWB WEALTH
Redlands, California
1-24 employees
KWB Wealth was founded on the vision of offering more – much more - than an investing experience that is only as good as the last transaction. Our mission has always been, and always will be, to provide serious investors with comprehensive long-term wealth management. Since 1996 we’ve been helping clients from every walk of life turn their hard-won earnings into assets they can enjoy throughout their lifetime and leave to loved ones if they so choose. We don’t set minimums. And we don’t set maximums. The sky is our limit. All you need to work with us is the intention to accumulate wealth and make your best life happen. Are you ready? Then let’s talk: call 909.307.8220, email [email protected], or visit our website kwbwealth.com.
Retirement Benefits Rank
Top Benefits
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MUTUAL FUND ADMINISTRATION, LLC
MUTUAL FUND ADMINISTRATION, LLC
Glendora, California
25-49 employees
MUTUAL FUND ADMINISTRATION LLC is an investment banking company based out of 2220 E ROUTE 66, Glendora, California, United States.
Retirement Benefits Rank
Market Leading
FIRST NATIONAL CAPITAL CORPORATI
FIRST NATIONAL CAPITAL CORPORATI
Irvine, California
50-99 employees
Going beyond the limitations of traditional lending to get your deal done. Nearly $4B in equipment, technology, and project funding for mid-sized and large companies and growing.
Retirement Benefits Rank
Market Competitive
BFSG, LLC
BFSG, LLC
Irvine, California
25-49 employees
Benefit Financial Services Group (BFSG) is an SEC registered investment adviser located in Irvine, CA and Phoenix, AZ. A copy of the BFSG's current written disclosures discussing our advisory services and fees continues to remain available upon request. BFSG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BFSG's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BFSG's web site on the Internet should not be construed by any consumer and/or prospective client as BFSG's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BFSG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of BFSG's current written disclosure Brochure and Form CRS discussing BFSG's business operations, services, and fees is available on this web site and/or from BFSG upon written request. BFSG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BFSG’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BFSG is engaged, or continues to be engaged, to provide investment advisory services.
Retirement Benefits Rank
Market Competitive
URBAN FUTURES, INC.
URBAN FUTURES, INC.
Tustin, California
1-24 employees
Urban Futures, Inc. (UFI) is a full service municipal consulting firm serving cities, counties, school districts, housing entities and special districts in the State of California since 1972. Urban Futures, Inc. has a broad base of expertise with skilled and experienced professionals. Its consulting practice includes strategic planning, financial analysis, management consulting, housing consulting and special study services with offices in the cities of Orange, Daly City, and Walnut Creek.
Retirement Benefits Rank
Below Market
CHATTERTON & ASSOCIATES THE WEALTH MANAGEMENT TEAM, INC.
CHATTERTON & ASSOCIATES THE WEALTH MANAGEMENT TEAM, INC.
Anaheim, California
25-49 employees
Your choice of the right financial professional is not a simple one. It may also be the most significant investment decision you will make in your lifetime. At Chatterton & Associates, our main objective is to provide you financial confidence today and far into the future. We conduct an in-depth evaluation of your financial profile in order to create a structured plan based on cash flow, investment time frame and client risk tolerance. Your financial goals will play a key role in determining which financial instruments we will implement in striving to obtain financial success. We will help you maximize your financial efforts with a well-organized plan and continue to provide you details and recommendations throughout your relationship with us. Securities and Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA (www.finra.org) SIPC (www.sipc.org) and a registered investment advisor. Advisory and financial planning services offered though Chatterton & Associates- The Wealth Management Team, Inc., as a registered investment adviser. The Investment Advisor Representatives of Chatterton & Associates also offer securities though Royal Alliance Associates Inc., member FINA/SIPC. Planning You Can Trust is a marketing name for financial, tax and estate planning services offered though Chatterton & Associates- The Wealth Management Team, Inc., Grandfield Tax & Business Services, Inc. & The Law Office of James F. Roberts respectively. List entities are not affiliated with Royal Alliance Associates Inc. http://www.royalalliance.com/disclosures/socialmedia
Retirement Benefits Rank
Market Leading
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
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