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Showing 1 - 12 of 14 results
SIGMA MANAGEMENT 8, L.L.C.
SIGMA MANAGEMENT 8, L.L.C.
Campbell, California
1-24 employees
Established 2015 by a team of experts with vast experience in systems for managing and monitoring manufacturing process. Majority of our expertise is coming from being members of a large brand-name power and automation corporation, implementing projects for major players in the Metals industry. However, the range of our experience is from small to large projects and spawning across Metals, Pulp & Paper, Power Plants and Food & Beverage industries. We have integrated many complex plants, implementing software solutions in-between automation / SCADA / PLC system (Level 1) and ERP / planning systems (Level 4). This kind of software solutions are known by many names in the industry world, but most common ones are – Level 2, MES (Manufacturing Execution System) and Level 3, with the last two names coming from ANSI/ISA-95 standard which describes Manufacturing Operations Management.
Retirement Benefits Rank
Top Benefits
QUINTES ADMINISTRATIVE AND INSURANCE SERVICES, INC.
QUINTES ADMINISTRATIVE AND INSURANCE SERVICES, INC.
Watsonville, California
500+ employees
Securing retirement outcomes. Meet Quintes Whether your company is looking to create, add or enhance your retirement plan, our Quintes team can design a plan that meets your needs. We provide creative and cost-effective retirement planning and financial services to clients from San Francisco down to Southern Monterey County. Services Our professionals design, implement and manage a wide range of qualified retirement plans including: 401(k) plan: 401(k) plans offer an easy, tax-advantaged way for employees to save for retirement by allowing them to receive a portion of their compensation for retirement. Defined Benefit plan: A Defined Benefit plan is an employer-funded retirement plan that provides a fixed, pre-established retirement benefit for employees. Cash Balance plan: Similar to a Defined Benefit plan, Cash Balance plans offer an employer-funded benefit that is expressed as a dollar amount. 403(b) plan: A 403(b) plan, also known as a tax-sheltered annuity (TSA) plan, can only be sponsored by public schools, churches, tax-exempt hospitals and nonprofit organizations – tax-exempt under section 501(c)(3). 457(b) plan: 457(b) plans are non-qualified deferred compensation plans established by state or local government agencies or tax-exempt organizations, including universities and hospitals. Partners Voya John Hancock Nationwide MassMutual Financial Group Transamerica Retirement Solutions
Retirement Benefits Rank
Below Market
COMPREHENSIVE FINANCIAL MANAGEMENT
COMPREHENSIVE FINANCIAL MANAGEMENT
Los Gatos, California
25-49 employees
- Update portfolio company information each quarter. - Worked with Bloomberg to research business and financial market news.
Retirement Benefits Rank
Top Benefits
WELTON INVESTMENT PARTNERS LLC
WELTON INVESTMENT PARTNERS LLC
Carmel, California
1-24 employees
Welton Investment Partners is an established alternative asset manager focused on creating better investor outcomes. Unconstrained by convention or product silos, we draw on our experience, investment acumen, and creativity to develop non-correlated investment strategies that seek to address common yet frequently unmet investor needs. We believe our investment edge derives from our proprietary investment strategies and sophisticated capital allocation process, applied across the major liquid markets spanning equities, fixed income, commodities, and currencies. See important disclosures: https://www.welton.com/privacy/
Retirement Benefits Rank
Top Benefits
SCHARF INVESTMENTS LLC
SCHARF INVESTMENTS LLC
Los Gatos, California
25-49 employees
Scharf Investments partners with individuals, family offices, corporations, endowments and foundations to add measurable value to client accounts over the course of a market cycle. At Scharf, we invest alongside our clients and maintain a strict focus on valuation, margin of safety, investment flexibility and long-term perspective. With a dual focus on prudent guidance and capital protection, we work to help secure our clients’ financial future. Our time-tested investment strategy reduces volatility and better preserves and grows capital over the long term. We have found over our nearly 40-year history that reducing volatility not only adds to investment returns, but also keeps clients strategically invested. We employ our proprietary Multi-factor Analytical Performance (MAP) screen to help identify securities that we believe have significantly more appreciation potential than downside risk over the long term. Our analysts do further investigating, and only companies with the best quantitative and qualitative characteristics are chosen for client portfolios. Our rigorous methodology judges a multitude of complexities, but the end result is very simple: Your success is our success. Visit our website to learn more about how our customized wealth and asset management solutions can work to improve your investment outcomes.
Retirement Benefits Rank
Market Competitive
LOWERY THOMAS LLC
LOWERY THOMAS LLC
Pebble Beach, California
1-24 employees
PASSION DRIVES SUCCESS In 1999, we set out to be the best financial advisors possible. This passion has always been the driving force behind everything we do. Lowery Thomas is our life’s work. We look forward to you joining us on this journey to the future where important decisions, obstacles and opportunities await. Thank you for taking the time to learn more about us, our firm, our philosophy and our passion. We hope you see the enthusiasm in each of us and the genuine interest we have in our clients. We value the chance to hear your life’s story, your interests and the goals that you pursue. The relationships with our clients are the most important aspect of our business. Our firm’s success is dependent upon our ability to meet our clients' expectations. We strive for excellence, both in service and portfolio performance. Our clients value our integrity, trust, discipline, innovation and the ability to provide solutions for your financial situation. Our Expertise: CPAs, Certified Financial Planners, Registered Investment Advisors under One Roof Lowery Thomas has three Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise, the investment and financial planning process is more efficient and effective which results in better advice.
Retirement Benefits Rank
Top Benefits
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MONTEREY PRIVATE WEALTH, INC.
MONTEREY PRIVATE WEALTH, INC.
Monterey, California
1-24 employees
At Monterey Private Wealth, we are here to answer your most challenging financial questions. We are a fiduciary and fee-only financial adviser - 100% fee-only. This means we only get paid the fees our clients pay us, and we do not accept commissions or payments from third parties. Monterey Private Wealth provides advanced financial planning and wealth management services, including investment management and estate, tax, and retirement planning. You can expect a thoughtful experience that starts with our Lifetime Planning Approach as we guide you through your financial journey -both now and throughout your financial future. Our Resilient Portfolios will help you get the returns you need without taking excessive risks. You’ll have an investment plan that’s coordinated with your financial plan - all personalized to your values, needs, and concerns. Your advisor at Monterey Private Wealth will guide you on your path to financial security, leaving you with time to focus on what’s most important to you - your, and your family. Monterey Private Wealth believes in service above self. This spirit of generosity remains a common thread in our organization. Whether it is giving of our time, talent, or treasure, we share a heart of service. By committing ourselves to being lifelong learners, we find solutions to complex situations. Our culture of honor creates an environment where differences are strengthened toward solutions. We empower our team members to develop professionally while engaging as a stakeholder in the community. We honor each relationship, knowing strong relationships make for stronger communities. We are valued for our contribution, not by our position. Monterey Private Wealth is an independent registered investment advisor (RIA) registered with the United States Securities & Exchange Commission.
Retirement Benefits Rank
Market Leading
PAYSTAND, INC.
PAYSTAND, INC.
Scotts Valley, California
100-499 employees
Paystand's on a mission to create a more open financial system, starting with B2B payments. Using blockchain and cloud technology, we pioneered Payments-as-a-Service to digitize and automate the entire cash lifecycle. Our software makes it possible to digitize receivables, automate processing, reduce time-to-cash, eliminate transaction fees, and enable new revenue. We asked ourselves: "What would payments look like if we recreated them today from scratch?"​ We imagined it would look more like this, so we built it: - No transaction fees - Automated receivables and payables - 100% paperless - Real-time cash recognition - Flat monthly pricing - Instant Reconciliation - No markups or interchange fees - Flexible integrations Contact us today to make payments the easiest part of running your business.
Retirement Benefits Rank
Below Market
LEDWITH FINANCIAL SERVICES, INC.
LEDWITH FINANCIAL SERVICES, INC.
Morgan Hill, California
1-24 employees
We provide our clients with a high degree of personal attention and individualized services. We offer in-depth, values-based financial planning and we offer independent financial advice and services. We also give you the ability to consolidate and manage all of your financial records in one location, accessible 24/7 on-line. This empowers and greatly simplifies your financial life. What's important about money to you? Your answer to that question forms the basis for creating a comprehensive financial plan that is especially designed to support your lifestyle, reflect your values, and help you manage your personal financial goals. Your financial plan can incorporate wealth management, planning for retirement, investment strategies and risk assessment, portfolio diversification, and a range of other services all backed by the full resources of LPL Financial. At Ledwith Financial Wealth Management responsive service to our clients is our number one priority and our team will be happy to assist you with any questions you may have. Please feel free to call on us. The registered representatives are with and securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Ledwith Financial Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Market Competitive
HASTIE FINANCIAL GROUP, LLC
HASTIE FINANCIAL GROUP, LLC
Salinas, California
1-24 employees
Hastie Financial Group ia Registered Investment Advisory Firm specializing in fee-based financial services, including investment management and financial, retirement and estate planning. The Financial Professionals of Hastie Financial Group are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Financial planning services offered through Hastie Financial Group are separate and unrelated to Commonwealth. [Hastie Financial Group, 307 Main Street, Suite 300, Salinas, CA 93901.] This communication is strictly intended for individuals residing in the states of [AZ, CA, CO, FL, ID, NV, OH, OR, PA, TX, UT, VA and WA]. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Market Laggard
SUSTAINABLE CAPITAL FINANCE
SUSTAINABLE CAPITAL FINANCE
Campbell, California
1-24 employees
Sustainable Capital Finance (SCF) is a third party financier & owner/operator of commercial & industrial (C&I) solar, storage and EV charging assets and is comprised of experts that specialize in structured finance and project development. SCF has a vast network of EPCs and Developers across the US that submit project development opportunities through SCF’s cloud-based platform, the “SCF Suite”. This allows SCF to acquire and develop early to mid-stage C&I solar, storage and EV charging projects, while aggregating them into large portfolios.   SCF has standardized the diligence and transaction process, thus creating cost-efficiencies and risk mitigation, in order to solidify the C&I marketplace as an investment-worthy asset class.
Retirement Benefits Rank
Market Laggard
OPTRONIC HOLDING CORP.
OPTRONIC HOLDING CORP.
Watsonville, California
All Size Average employees
We are one of the Nordic region’s leading service companies within development and manufacturing of optical measurement technology. Our employees are recognised in the industry and among our customers for their experience, expertise and technical curiosity. The combination of unbeatable quality and delivery reliability has helped us to establish many long-term customer relationships.
Retirement Benefits Rank
Market Laggard
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