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Showing 1 - 12 of 114 results
ALLIANZ ASSET MANAGEMENT OF AMERICA L.P.
ALLIANZ ASSET MANAGEMENT OF AMERICA L.P.
Newport Beach, California
500+ employees
In Latin, Virtus connotes the characteristics of integrity, quality and strength. Those are the traits we stand for today as an investment management provider and the traits that will define us in the future. Virtus Investment Partners provides investment management products and services to individuals and institutions. We operate a multi-manager asset management business, comprising a number of individual affiliated managers, each with a distinct investment style, autonomous investment process and individual brand. We clearly understand the responsibility we have to our clients and we are committed to their success as investors. For important disclaimers, go to https://www.virtus.com/social-media-guidelines
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
All Size Average 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
Market Leading
BEACON POINTE ADVISORS, LLC
BEACON POINTE ADVISORS, LLC
Newport Beach, California
500+ employees
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.
Retirement Benefits Rank
Market Competitive
WCM INVESTMENT MANAGEMENT
WCM INVESTMENT MANAGEMENT
Laguna Beach, California
50-99 employees
WCM provides innovative, equity investment advisory services for a variety of clients, including corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. Original equity research provides the foundation for our goal of long-term excess return. WCM is an independent asset management firm that is motivated by a spirit of broad-based employee ownership. We are a profitable, financially sound investment company with no debt. Our headquarters is in Laguna Beach, California.
Retirement Benefits Rank
Top Benefits
CANTERBURY CONSULTING INCORPORATED
CANTERBURY CONSULTING INCORPORATED
Newport Beach, California
50-99 employees
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com.
Retirement Benefits Rank
Top Benefits
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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
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 Competitive
PAAMCO PRISMA, LLC
PAAMCO PRISMA, LLC
Newport Beach, California
25-49 employees
PAAMCO Prisma has a history of innovation in building and providing access to differentiated return streams. Through effective implementation we aim to deliver the highest alpha at the lowest cost. Our business is managed with the same commitment and rigor as when it was founded more than 20 years ago. We are focused on creating an environment for investment talent to deliver strong differentiated alpha opportunities in a structure that strives to maximize returns and minimize drawdowns.
Retirement Benefits Rank
Top Benefits
RESEARCH AFFILIATES, LLC
RESEARCH AFFILIATES, LLC
Newport Beach, California
50-99 employees
Research Affiliates, LLC, is a global leader in smart beta and asset allocation. Dedicated to creating value for investors, we aspire to be a leading source of insights and products transforming the global investment community. Our investment strategies are built on a strong research base and are led by Rob Arnott and Chris Brightman. We deliver solutions in partnership with some of the world’s leading financial institutions, through their offerings of mutual funds, ETFs, separately managed accounts, and/or commingled accounts. Research Affiliates was founded in 2002 and is based in Newport Beach, California. *Our strategies may not be available to all investors. Please read these disclosures concurrent with all postings: https://www.researchaffiliates.com/en_us/legal/disclosures.html#disclosures.
Retirement Benefits Rank
Top Benefits
H & S VENTURES LLC
H & S VENTURES LLC
Corona Del Mar, California
50-99 employees
Safety before most
Retirement Benefits Rank
Market Competitive
RIMROCK CAPITAL MANAGEMENT, LLC
RIMROCK CAPITAL MANAGEMENT, LLC
Irvine, California
25-49 employees
Founded in 1999, Rimrock Capital Management, LLC is an SEC-registered investment adviser focused on multi-sector, hedged fixed income strategies.
Retirement Benefits Rank
Market Leading
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