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Showing 1 - 12 of 29 results
JONESTRADING INSTITUTIONAL SERVICES LLC
JONESTRADING INSTITUTIONAL SERVICES LLC
Thousand Oaks, California
100-499 employees
JonesTrading is one of the oldest and largest executing equity trading firms in the U.S. and is a worldwide leader in equity block trading. Since 1975, the sole focus of JonesTrading has been creating liquidity for institutional and corporate clients on an unconflicted basis. The ability to provide a secure, trusted platform connecting a diverse group of market players enables the firm to unlock liquidity, providing best-quality execution for larger and more complex trades. JonesTrading has been a trusted, high touch execution partner for institutional money managers and hedge funds for over 40 years. We understand the intricacies of execution and the importance of anonymity. Through our network of over 100 registered representatives we source liquidity from over 1,500 institutions and hedge funds in addition to virtually every exchange and dark pool. We are able to secure advantageous prices across the greatest number of markets in a timely manner, without revealing client intent. We remain neutral and clients remain anonymous, minimizing market impact and opportunity costs. Refer to the Firm's website ("Our Companies") for relevant disclosures: https://www.jonestrading.com/
Retirement Benefits Rank
Market Leading
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY CAPITAL MANAGEMENT LLC
Los Angeles, California
100-499 employees
Causeway Capital Management LLC is a majority employee-owned investment management firm based in Los Angeles, California. We specialize in public equities, combining fundamental and quantitative research disciplines to manage global, international, emerging markets, small cap, and sustainable strategies. Our clients include corporations, pension plans, sovereign wealth funds, superannuation funds, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds and other collective investment vehicles, charities, private trusts and funds, model and SMA programs, and other institutions, and are located around the world. For important Fund Disclosures, visit: https://www.causewaycap.com/funds/ For Non U.S. investors, visit: https://www.causewaycap.com/funds/ and click on one of our UCITS funds To view our Terms and Conditions of Use, visit below: https://www.causewaycap.com/linkedin-account-disclosures/
Retirement Benefits Rank
Top Benefits
LEONARD GREEN & PARTNERS, LP
LEONARD GREEN & PARTNERS, LP
Los Angeles, California
100-499 employees
Leonard Green & Partners, L.P. ("LGP") is a leading private equity investment firm founded in 1989 and based in Los Angeles. LGP partners with experienced management teams and often with founders to invest in market-leading companies. Since inception, LGP has invested in over 120 companies in the form of traditional buyouts, going-private transactions, recapitalizations, growth equity, and selective public equity and debt positions. LGP primarily focuses on companies providing services, including consumer, healthcare, and business services, as well as retail, distribution and industrials.
Retirement Benefits Rank
Top Benefits
BEACH POINT CAPITAL MANAGEMENT LP
BEACH POINT CAPITAL MANAGEMENT LP
Santa Monica, California
100-499 employees
Beach Point Capital Management is a global investment firm founded in 2009 with expertise in credit strategies. Managing over $16 billion in assets, the firm specializes in sectors such as high yield bonds, leveraged loans, private and illiquid credit, direct lending, and structured credit. Beach Point also has strategic initiatives in private equity and real estate. The firm invests on behalf of institutional investors and currently has over 160 employees globally with offices in Los Angeles, New York, Dublin and London. Beach Point was named to Pension & Investments’ list of Best Places to Work in Money Management in 2020, 2021, and 2022.
Retirement Benefits Rank
Market Leading
PLANMEMBER SERVICES CORPORATION
PLANMEMBER SERVICES CORPORATION
Carpinteria, California
100-499 employees
Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 42 regionally-based Financial Centers located across the country. Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups. An innovator of asset allocation portfolios comprised of mutual funds, PlanMember developed the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution to help individuals plan, save for and achieve a financially secure retirement. On the employer side, the PlanMember 403(b) & 457(b) Savings Program offers a unique and exclusive turnkey retirement plan solution that delivers service, investment options and compliance expertise to employer groups. Opportunities exist for financial professionals to join PlanMember as a PlanMember Financial Center, affiliated PlanMember Financial Center advisor or individual advisor while remaining independent. Our distribution partners across the country enjoy PlanMember's commitment to sales training, business development and integrated marketing as well as administrative, compliance and technology support through our distinct Partnership for Success Program. Contact PlanMember at (800) 874-6910. PlanMember Financial Corporation provides broker/dealer, investment advisory and administrative services through its operating subsidiaries. Representatives are registered with and securities and advisory services are offered through PlanMember Securities Corporation, a registered Broker/Dealer, investment advisor and member FINRA/SIPC.
Retirement Benefits Rank
Below Market
IM GLOBAL PARTNER FUND MANAGEMENT, LLC
IM GLOBAL PARTNER FUND MANAGEMENT, LLC
El Segundo, California
1-24 employees
iM Global Partner is a worldwide network of dynamic investment boutiques, comprised of nine Partners. Since 2013, our mission has been radically simple: to find the best investment talent in the world. Based on our core belief that Performance is born out of People, our highly experienced research team uses their in-depth process to scour the world for dynamic, ambitious and entrepreneurial asset managers. Through this process we uncover small to mid-sized, independently owned boutiques run by skilled individuals with a long-term track record and a mindset that fits with our own. iM Global Partner takes a minority, non-controlling stake in their business and we build a long-term partnership with them based on mutual respect and fully aligned interests. We are proud to call these businesses our Partners and they are the essence of what iM Global Partner stands for: Uncovering what we believe to be the best, the very best investment talent. The Partners.   iM Global Partner is present in 11 locations across Europe and the United States and provides its clients with access to the best management strategies of its Partners.   iM Global Partner’s wide range of investment solutions includes a Luxembourg SICAV, and strong range of Mutual Funds and ETFs dedicated to US investors.   iM Global Partner represents $39 billion of assets under management as of December 2023. Posts from iM Global Partner represent opinions only and are not intended as investment advice. We ask that you do not share any personal investment experience regarding our products and services. iM Global Partner reserves the right to remove user comments for any reason, and we are not responsible for, and do not endorse, any opinions, statements, or links posted by third parties on this page. Please review our important risk information with the following link : https://www.imgp.com/social_media.pdf
Retirement Benefits Rank
Top Benefits
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CLIFFWATER LLC
CLIFFWATER LLC
Marina Del Rey, California
100-499 employees
Cliffwater is an alternative investment adviser and fund manager. We are proactive with our advice and recommendations to clients so they may achieve desired outcomes.
Retirement Benefits Rank
Market Leading
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC
Beverly Hills, California
50-99 employees
Levine Leichtman Capital Partners, LLC is a middle-market private equity firm with a 39-year track record of investing across various targeted sectors, including Franchising & Multi-unit, Business Services, Education & Training and Engineered Products & Manufacturing. LLCP utilizes a differentiated Structured Private Equity investment strategy, combining debt and equity capital investments in portfolio companies. LLCP believes that by investing in a combination of debt and equity securities, it offers management teams growth capital in a highly tailored, flexible investment structure that can be a more attractive alternative than traditional private equity. LLCP’s global team of dedicated investment professionals is led by nine partners who have worked at LLCP for an average of 19 years. Since inception, LLCP has managed approximately $13.3 billion of institutional capital across 15 investment funds and has invested in over 100 portfolio companies. LLCP currently manages $9.3 billion of assets and has offices in Los Angeles, New York, Chicago, Charlotte, Miami, London, Stockholm, The Hague and Frankfurt.
Retirement Benefits Rank
Market Competitive
FIRST PACIFIC ADVISORS, LP
FIRST PACIFIC ADVISORS, LP
El Segundo, California
50-99 employees
FPA is a Los Angeles-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation. As of June 30, 2023, FPA manages approximately $24 billion across multiple strategies. Independently owned FPA has 78 employees, with 21 investment professionals. California Applicant Privacy Notice: https://fpa.com/california-applicant-privacy-notice FPA Privacy Policy: https://fpa.com/privacy-policy FPA Social Media Terms and Conditions: https://fpa.com/fpa-social-media-terms-and-conditions-of-use
Retirement Benefits Rank
Market Competitive
CHURCHILL MANAGEMENT CORPORATION
CHURCHILL MANAGEMENT CORPORATION
Los Angeles, California
100-499 employees
Churchill Management Group was founded in 1963 with the objective of helping our clients make money and keep it. We utilize a disciplined investment approach aiming to provide value throughout full market cycles. We are committed to providing you with the highest quality of Wealth Management, Retirement Planning, and Financial Planning services. At Churchill Management, we provide a diverse menu of tactical and fully invested equity strategies, along with a fixed income option, so that we might customize your investment experience based on your specific goals and objectives. We recognize that first class communication and customer service is vital to meeting our clients’ expectations. Churchill does not solicit or encourage third parties to post anything on the Firm’s behalf, including endorsements, and the Firm is not responsible for any third party comments. See important disclosures here: http://www.churchillmanagement.com/services-q10321-disclosures-aspx/
Retirement Benefits Rank
Top Benefits
MISSION WEALTH MANAGEMENT, L.P.
MISSION WEALTH MANAGEMENT, L.P.
Santa Barbara, California
100-499 employees
Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and implementation (usually customized) and integrating that with the lives of our clients (tax, income needs, gifting, charitable, family, retirement, complex decisions, legacy, estate, etc.). Our firm has many offices all across the U.S. Mission Wealth's service offerings include financial planning, investment management, estate and trust planning, asset protection, charitable giving, tax planning, retirement planning, and inspired living. Because we are independent and do not sell proprietary products, we can provide impartial financial advice to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients’ desires will be carried out. We talk to clients’ accountants to make sure the investments and taxes are integrated. Finally, we review clients’ insurance coverage and help make sure there is adequate coverage at the best possible price. Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.
Retirement Benefits Rank
Market Leading
GENTER CAPITAL, LLC
GENTER CAPITAL, LLC
Los Angeles, California
25-49 employees
Since 1968, Genter Capital has been managing investment accounts for high net-worth individuals and institutions. The firm specializes in the management of conservative fixed income, dividend income equity and value biased investment strategies. Genter Capital is headquartered in Los Angeles and is responsible for over $6 billion in assets. For more information please visit the firm's web site at www.gentercapital.com.
Retirement Benefits Rank
Below Market
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