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Showing 1 - 12 of 20 results
BRADLEY FOSTER & SARGENT, INC.
BRADLEY FOSTER & SARGENT, INC.
Hartford, Connecticut
50-99 employees
Bradley, Foster & Sargent was founded in 1994 as a registered investment advisor to support both individuals and institutions in meeting their long-term financial goals through tailored investment management and excellent service. Today, BFS continues its tradition of putting clients first, managing and investing money in each client’s best interest.
Retirement Benefits Rank
Top Benefits
GWA, LLC
GWA, LLC
Meriden, Connecticut
1-24 employees
GWA is a software development company with clear focus on high quality, timely delivered, and cost-effective services. It also works on tying IT technology to your business needs. Our comprehensive experience ensures the development of solutions that give your business an edge using the most advanced IT technology. We strive to offer superior solutions through IT technology, innovation, leadership and partnerships. We are focused on providing services that leverage the evolving and innovative business) delivery model and latest technology advancements to allow our customers to reduce costs, enhance operational efficiencies and increase profits. Our goal is to maximize the benefits of information automation while minimizing its total cost of ownership. We are a Software Development company. Our forte lies in developing custom, scalable & secure applications leveraging and providing value advantages. We are a dependable organization that supports its customer with maximum efforts and making development easy and reliable. We bring exceptional value to our clients through lowered cost of software development services, outstanding quality, reliability and twenty four seven customer service. GWA excels to give a one-stop source for all of the IT needs: strategy, architecture, development, implementation, maintenance, training and support. We bring together the best management and technical professionals with the most excellent skill sets, expertise, qualification and experience. We work as a team, approximating a virtual extension to the client's development/maintenance support organization or product groups, thereby helping to bring cost economics to an optimal level and stabilize resource utilization.
Retirement Benefits Rank
Market Laggard
D J ST GERMAIN COMPANY INC
D J ST GERMAIN COMPANY INC
Springfield, Massachusetts
25-49 employees
St. Germain's mission is to manage investments based on our clients'​ goals while delivering exemplary, personalized service regardless of the size or scope of their assets. First and foremost, we are relationship managers focused solely on managing your wealth. We are privately owned and have been since 1924. Our competency is in preserving your assets based on your interests and yours alone. It is a competency that addresses long-term investment opportunities and solutions that benefits you and future generations.
Retirement Benefits Rank
Market Leading
GRIDIRON CAPITAL LLC
GRIDIRON CAPITAL LLC
New Canaan, Connecticut
25-49 employees
Gridiron Capital is an investment firm focused on partnering with founders, entrepreneurs, and management teams, and creating value by building middle-market companies into industry-leaders in branded consumer, B2B and B2C services, and niche industrial segments in the United States and Canada. We help transform growing companies by winning together through hard work, partnerships grounded in shared values and a unique culture that comes from hands-on experience building and running businesses. As a team led by former operators and entrepreneurs, we know what it takes to run successful businesses on a day-to-day basis.
Retirement Benefits Rank
Market Leading
FAIRVIEW CAPITAL PARTNERS, INC.
FAIRVIEW CAPITAL PARTNERS, INC.
West Hartford, Connecticut
25-49 employees
Fairview curates dynamic relationships for institutional investors, providing unparalleled access across the most compelling segments of the private markets: venture capital, diverse and emerging managers, and co-investment.
Retirement Benefits Rank
Market Competitive
YHB INVESTMENT ADVISORS, INC.
YHB INVESTMENT ADVISORS, INC.
West Hartford, Connecticut
25-49 employees
Working with YHB, clients can expect well-informed and objective advice. Sensible, research-driven investment management and high-quality client service form the foundation on which we have earned our clients’ trust and loyalty. Our investment professionals focus on developing prudent strategies based on individual financial concerns and objectives. We derive great satisfaction from helping investors achieve their financial goals. Our team of experienced portfolio managers engages our clients in the process of investment planning. We take time to listen to and understand our clients’ investment goals. Our portfolio managers possess a wide breadth of experience. This professional depth lends insight and rigor to our investment process and decision making, which we consider an important advantage. Each manager works directly with a limited group of clients to develop strong relationships and deliver personalized service, customized portfolio management and sound advice. Managers may also work closely with clients’ other trusted advisors, such as accountants, attorneys, trustees and executors. Upon request, YHB can also guide clients on a variety of other important financial decisions, such as retirement or estate planning, saving for college or elder care, or a review of insurance policies or wills. These additional services are offered at no extra cost to clients.
Retirement Benefits Rank
Below Market
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MILLER/HOWARD INVESTMENTS, INC.
MILLER/HOWARD INVESTMENTS, INC.
Kingston, New York
All Size Average employees
Miller/Howard is an independent investment boutique managing dividend-focused investment strategies. ESG principles have been at the core of our investment process since the inception of our first strategy in 1991. Disclosures: http://www.mhinvest.com/mhi_risk_disclosure.html
Retirement Benefits Rank
Market Leading
RESOURCES MANAGEMENT CORP.
RESOURCES MANAGEMENT CORP.
West Hartford, Connecticut
1-24 employees
Built on our heritage of integrity, transparency, accessibility and results, RMC follows a fiduciary standard of care delivering customized investment management and multi-generational family office services to individuals, families, institutions and foundations.
Retirement Benefits Rank
Market Laggard
STADIUM CAPITAL MANAGEMENT, LLC
STADIUM CAPITAL MANAGEMENT, LLC
New Canaan, Connecticut
1-24 employees
Multi-disciplined trading role for long/short multi-portfolio hedge fund, $400M in assets.• Implemented long/short trading strategy via individual and program execution on over 70 stocks.• Developed new trading relationships with over 10 sell-side fi rms and initiated use of ECN for in-house trading.• Managed prime brokerage relationship, including cash and trade reconciliation, coordinated with StockLoan regarding borrows, rebates, and buy-ins.• Reduced costs of financing, stock loan, and commissions of prime brokerage provider.• Monitored and filed appropriate and timely regulatory fi lings (13D, 13F, Form 4, Form 3).• Maintained record keeping for internal holdings and trading activities.• Coordinated development and creation of staff recruiting web site.
Retirement Benefits Rank
Top Benefits
MJP ASSOCIATES, INC.
MJP ASSOCIATES, INC.
Farmington, Connecticut
1-24 employees
Founded in 1981, MJP Wealth Advisors provides comprehensive wealth management services and investment solutions to individuals, families, and businesses. As a Registered Investment Advisor (RIA), we are fiduciaries and always act in our clients' best interests. Our customized financial plans include traditional, bespoke, and alternative investment strategies to help our clients protect existing wealth and enjoy future growth. Investment advisory and insurance services offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor. Securities offered through Arete Wealth Management, LLC, Member FINRA & SIPC.
Retirement Benefits Rank
Top Benefits
PROCYON PARTNERS
PROCYON PARTNERS
Shelton, Connecticut
50-99 employees
Procyon Partners is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations under their stewardship. • Assisting affluent individuals, families and business owners effectively fulfill their dreams through sensible financial planning, and investment and risk management. We are passionately devoted to providing our clients with the knowledge, experience and support they need to make confident, informed decisions.
Retirement Benefits Rank
Market Competitive
THE WINTHROP CORPORATION
THE WINTHROP CORPORATION
Shelton, Connecticut
1-24 employees
Wright Investors'​ Service... is an internationally recognized investment management and financial advisory firm headquartered in Milford, Connecticut. For more than 50 years, Wright has used well-defined and sophisticated investment strategies to help institutions, plan sponsors, bank trust departments, trust companies and individual investors achieve their financial objectives through a sensible approach to managing assets that balances risk and return.
Retirement Benefits Rank
Market Laggard