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Showing 1 - 12 of 40 results
PENTWATER CAPITAL MANAGEMENT LP
PENTWATER CAPITAL MANAGEMENT LP
Naples, Florida
25-49 employees
Pentwater Capital Management LP is a financial services company based out of Naples, FL. With offices in Evanston, IL, New York, NY, Minneapolis, MN, and London, UK.
Retirement Benefits Rank
Top Benefits
NED DAVIS RESEARCH, INC.
NED DAVIS RESEARCH, INC.
Sarasota, Florida
50-99 employees
Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries. With a range of products and services utilizing a 360 degree methodology, we deliver award-winning solutions to the world's leading investment management companies. Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. At Ned Davis Research, we believe that successful investing is grounded in having the right perspectives. Generating alpha requires identifying potential upside as well as possible pitfalls. To do this, you need a clear view of the whole investment picture. Actionable ideas meet balanced, strategic insights through our 360 degree research methodology. Our approach offers a more complete investment picture by combining both fundamental and technical research. Fundamentals tell us how markets should be acting while technical reveal how markets are acting. Truly insightful and timely ideas demand a balance between the two disciplines.
Retirement Benefits Rank
Below Market
PRIVATE CAPITAL MANAGEMENT, LLC
PRIVATE CAPITAL MANAGEMENT, LLC
Naples, Florida
1-24 employees
At Private Capital Management, our goal is to provide you the peace of mind that comes from knowing your wealth management strategy has been properly developed and your financial future is skillfully managed by a team dedicated to you. We are committed to providing exceptional service. We act only in our client's best interests and each decision we make is centered on this philosophy. We are also committed to having the best people, process and technology available, engaging with our clients and each other with respect, humility and fairness, and giving back (while having fun in what we do).
Retirement Benefits Rank
Top Benefits
SANIBEL CAPTIVA TRUST COMPANY
SANIBEL CAPTIVA TRUST COMPANY
Sanibel, Florida
50-99 employees
Our Mission keeps us focused on what is most important – individuals, families, foundations and business owners with missions of their own. Founded in 2001, The Sanibel Captiva Trust Company was created in response to high net-worth investors like you, seeking quality independent wealth management services to protect, grow and perpetuate their families’ assets. By holding fast to our Mission, we are able to create a unique relationship with individualized services designed specifically for you.
Retirement Benefits Rank
Market Competitive
TRUST COMPANIES OF AMERICA, INC.
TRUST COMPANIES OF AMERICA, INC.
Venice, Florida
25-49 employees
In the financial world today, stability is quickly vanishing. You need someone dependable who understands your most valuable assets; someone to provide security for you tomorrow and today. Founded in 1993, Caldwell Trust Company is an independent trust company with more than 30 years of investment experience and over one-half billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management – same values as you. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally Caldwell offers 401(k) and 403(b) qualified retirement plans to companies. Our traditional trust and investment services, means a person answers all calls. It also means we avoid all activities that would put us in a position of conflict with our clients. We do not sell products and we do not draft legal documents or prepare tax returns, so there is no self-referral. We accept no commissions or incentives for referrals to other professionals outside our expertise. As an independent trust company, we operate more cost effectively than our competitors. We maintain tight control over quality by having our own in-house operations department rather than piggy-back on less efficient, costly middlemen. Personal, Traditional, Independent: Caldwell Trust Company has been doing it this way from the beginning and will be doing it this way for generations to come. BUILDING WEALTH | PRESERVING LEGACY
Retirement Benefits Rank
Below Market
CAPITAL WEALTH ADVISORS, INC.
CAPITAL WEALTH ADVISORS, INC.
Naples, Florida
50-99 employees
Capital Wealth Advisors is a comprehensive wealth, insurance, and estate planning firm catering to affluent and discerning individuals, families, and businesses. Our clients have access to our team of experienced professionals that provide a multi-disciplinary, yet highly-focused approach to wealth creation and preservation. Headquartered in Naples, Florida, with additional offices in Charlotte, NC; Cary, NC; and New Orleans, Louisiana, Capital Wealth Advisors is dedicated to providing innovative solutions while maintaining the highest standards of integrity. CWA Asset Management Group (“CWA”) reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA Asset Management Group, LLC will not accept purchase or sale orders via social media messaging systems. CWA Asset Management Group, LLC is not responsible for unsolicited content posted by third parties. Nothing contained on social media platforms representing CWA, or its employees should be interpreted as investment, legal tax or other advice nor is it to be relied on in making an investment or other decision. CWA Asset Management Group, LLC may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. The information or content made available is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security or investment strategy including an interest in any investment vehicle managed or advised by CWA or its affiliates. Designations and/or awards are not indicative of an Advisor’s past or future performance and should not be construed as an endorsement of CWA by any third-party.
Retirement Benefits Rank
Market Leading
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INTREPID FAMILY OFFICE, LLC
INTREPID FAMILY OFFICE, LLC
Sarasota, Florida
1-24 employees
At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management. We specialize in wealth management, asset management, and investment management with the objective of connecting clients to a broad network of solutions and compelling opportunities that they wouldn’t be able to explore anywhere else. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.
Retirement Benefits Rank
Top Benefits
CUMBERLAND ADVISORS, INC.
CUMBERLAND ADVISORS, INC.
Sarasota, Florida
25-49 employees
Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm.
Retirement Benefits Rank
Below Market
WALSH & ASSOCIATES, LLC
WALSH & ASSOCIATES, LLC
Sarasota, Florida
1-24 employees
Joe Walsh Jr. founded Walsh & Associates in 1986 for people seeking financial guidance without product or sales influence. Originally one advisor and his assistant serving the DeKalb, Illinois area, Walsh & Associates has grown to a staff of 13 with a second location in Sarasota, Florida, and clients around the country. Joe has been joined by his sons Joe III, Michael and Tom, who share his value of client-first financial planning. This means that instead of simply parking your money someplace safe and returning it to you when you need it, we will inform and guide you to choose financial goals appropriate for your family, establish a long-term financial strategy personalized for you and monitor for market changes and new rules and guidelines that might signal the need for adjustments to your strategy. We chose LPL Financial, one of the nation’s largest independent broker-dealers, to support us. They have no proprietary products to sell and no investment banking relationships to promote. Our collective knowledge and experience and the extensive resources and support we receive from LPL Financial makes Walsh & Associates well-equipped to tackle even the most complex financial situation, finally giving you the financial confidence you deserve. -- Securities offered through LPL Financial. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial. 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. The LPL Financial registered representatives associated with this website 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.
Retirement Benefits Rank
Top Benefits
BRAMSHILL INVESTMENTS, LLC
BRAMSHILL INVESTMENTS, LLC
Naples, Florida
25-49 employees
Bramshill® Investments LLC, is an asset management firm that specializes in providing absolute return solutions within fixed income and income producing securities. Founded in 2012, by Art DeGaetano, Bramshill is 100% employee-owned. The firm’s core investment strategy, which has an absolute return objective, was spun-out of a strategy managed by Mr. DeGaetano during his tenure at GLG Partners. The track record dates back to 2009. Bramshill seeks to generate income and total return by tactically allocating across highly liquid fixed income and income producing asset classes. With an emphasis on risk management, Bramshill’s relative value approach is designed to harness opportunities with strong risk/reward characteristics. The firm currently manages institutional separate accounts as well as mutual funds. Follow us on Twitter: @BRAMSHILLINVEST Terms of Use: http://bramshillinvestments.com/disclosures
Retirement Benefits Rank
Market Leading
LPF ADVISORS LLC
LPF ADVISORS LLC
Sarasota, Florida
1-24 employees
LPF ADVISORS LLC is a company based out of 2601 CATTLEMAN ROAD, SUITE 302, SARASOTA, Florida, United States.
Retirement Benefits Rank
Below Market
ANDREW HILL INVESTMENT ADVISORS, INC.
ANDREW HILL INVESTMENT ADVISORS, INC.
Naples, Florida
1-24 employees
Based in Naples, Florida, Andrew Hill Investment Advisors, Inc. is an independent, privately owned registered investment advisor firm. As a fee based advisor, we provide our services with the goal to help our clients improve their lives and achieve their financial goals by being financially prepared and organized. Our firm was created in January 2010 to address the lack of local and professional investment management and financial concierge services for clients within the $400,000 to $4,000,000 range. As investment professionals, we believe that we have a responsibility to provide every client with a high level of service without the high-end costs. The firm is structured among the following services: Portfolio Management Services, Financial Concierge Services, Corporate Trustee Services and Custodial Services. Our client base includes professionals, retirees, senior citizens, trust entities, pension plans and captive insurance companies. Fidelity Investments serves as our firm’s primary custodian. This provides safekeeping of our client’s assets, online access and delivery of account statements for our clients and the infrastructure to allow us to transact on behalf of our clients. The success of our firm is measured by not only our assets under management and the growth of the firm, but the trust that our clients place in our firm by hiring us as their investment advisor. Therefore, the confidentiality of our clients is one of the most important elements of the firm.
Retirement Benefits Rank
Market Leading
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