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Showing 1 - 12 of 41 results
IMPALA ASSET MANAGEMENT LLC
IMPALA ASSET MANAGEMENT LLC
Palm Beach, Florida
1-24 employees
Impala Asset Management LLC is the family office of industry veteran Bob Bishop.
Retirement Benefits Rank
Market Laggard
CYPRESS CAPITAL GROUP, INC.
CYPRESS CAPITAL GROUP, INC.
Palm Beach, Florida
50-99 employees
Cypress Capital Group, a private equity real estate firm investing in residential properties in U.S. tech-centered cities such as Silicon Valley, New York, and Austin. Our offerings include private equity real estate funds.
Retirement Benefits Rank
Market Competitive
INNER CIRCLE SPORTS LLC
INNER CIRCLE SPORTS LLC
Boca Raton, Florida
1-24 employees
Inner Circle Sports is a leading global investment bank focused on the sports, media and entertainment industries, specializing in corporate finance and capital raising services.
Retirement Benefits Rank
Below Market
IMZ FINANCIAL SERVICES, INC.
IMZ FINANCIAL SERVICES, INC.
Boca Raton, Florida
1-24 employees
At IMZ Financial Services, Inc. we understand the complexities of managing your financial resources and preparing for retirement. Led by President of the firm and industry leader, Irwin Zagoria, we are here to help guide you through the unique challenges of planning for retirement, implementing tax-saving investment solutions, and navigating through the financial transitions that life brings. Whether you are building wealth or protecting your assets through retirement, our personalized services focus on your specific needs, wants, and long‐term goals. Find out how IMZ can help you, your business, and your family today! Securities by licensed Individuals Offered Through Investacorp, Inc. A Registered Broker/Dealer Member FINRA, SIPC Advisory Services Offered Through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.
Retirement Benefits Rank
Market Leading
LAURAND ASSOCIATES, INC.
LAURAND ASSOCIATES, INC.
Boca Raton, Florida
1-24 employees
We supply a wide range of Primary and Secondary Aluminum, and Master Alloys, Additives, and Hardeners (Magnesium, Silicon, Manganese, Chrome and Aluminum Titanium Boron Rod Coil)
Retirement Benefits Rank
Top Benefits
F&V CAPITAL MANAGEMENT, LLC
F&V CAPITAL MANAGEMENT, LLC
Boca Raton, Florida
1-24 employees
The managers at FVCM believe that the art of successful investing begins by identifying successful businesses through traditional fundamental analysis. We do not seek to do short-term trading, avoid fads of all types, and strongly emphasize a wide variety of valuation measures in order to best ensure that good companies are purchased at good prices. Volatility and other types of risk are actively managed through carefully considered diversification.
Retirement Benefits Rank
Top Benefits
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LIFESPAN FINANCIAL STRATEGIES, INC.
LIFESPAN FINANCIAL STRATEGIES, INC.
Weston, Florida
1-24 employees
Lifespan Financial Strategies, Inc. is a fee-based financial planning and investment advisory firm located in Weston, Florida. We are a fiduciary to you. Our firm provides the knowledge and experience to assist our clients in working towards their life-long financial goals for themselves and their families while living for today in a safe and realistic manner.I earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 1996 and I focus my practice on the needs of families throughout all of life’s stages. I completed my studies for the CERTIFIED INVESTMENT MANAGEMENT ANALYST™ (CIMA)® designation at the University of Pennsylvania’s Wharton School of Business, Executive Education Program. I completed my studies for the CERTIFIED PRIVATE WEALTH ADVISOR™ (CPWA)® at the University of Chicago Booth School of Business.
Retirement Benefits Rank
Top Benefits
CLARITY FINANCIAL PLANNING, INC.
CLARITY FINANCIAL PLANNING, INC.
Coral Springs, Florida
1-24 employees
Through creativity, integrity & dedication, we lead our clients to clear goals & strategies so they can pursue abundant and fulfilled lives.
Retirement Benefits Rank
Market Laggard
CONSILIUM INVESTMENT MANAGEMENT LLC
CONSILIUM INVESTMENT MANAGEMENT LLC
Fort Lauderdale, Florida
1-24 employees
There is a vast universe of investible companies in Frontier and Emerging Markets. Our goal is to identify those companies whose stock prices will outperform their peers in concentrated, conviction-weighted portfolios over their respective business cycles. Consilium employs an active management style and has a track record that has cumulatively outperformed its benchmark for over a decade. As the markets continue to develop and grow, our portfolio of strategies will follow.
Retirement Benefits Rank
Below Market
GREENTREE FINANCIAL GROUP, INC.
GREENTREE FINANCIAL GROUP, INC.
Plantation, Florida
1-24 employees
Greentree was started in 1999 and maintains three offices in Ft. Lauderdale, Florida, Charlotte, North Carolina and Guangzhou China. Greentree was formed primarily to provide solutions for smaller to medium companies to be able to access the public markets, raise capital, or position themselves for acquisitions. What we found is that many local companies were experiencing challenges to grow into regional or national companies. In most cases, the challenges were either related to insufficient working capital or lack of sales and distribution partners for their product or service. Our network of bankers, attorneys, CPA’s and other professionals is extensive and we feel we can add value to almost any company that has a sound business model looking to expand through a listing on the US equities markets. We have worked with over 150 public companies in a range of listing tiers from, grey sheet, pinksheet, OTC Bulletin Board, AMEX, NASDAQ and NYSE. If you have a company that you believe is ready to expand through a US listing we would be happy to speak to you and evaluate your options. If you are already a public company and would like to discuss how we can help you meet your goals, we would be happy to speak to you. We promise to lend an open ear to your needs and ensure we swiftly and adequately respond with a cost-effective solution.
Retirement Benefits Rank
Market Competitive
PURSUIT WEALTH MANAGEMENT, LLC
PURSUIT WEALTH MANAGEMENT, LLC
Palm Beach Gardens, Florida
1-24 employees
We started Pursuit Wealth Management to bring the focus back onto servicing clients. It seemed only the elite wealthy could receive personalized services, and everyone else had to settle for generic access without individualized attention. Most of the small business owners and high-income earners were being left out and underserved. Our purpose has always been to help this group accomplish their goals in life. This differentiated focus is why we left the major banks and brokerage houses. Instead of focusing on people that are already billionaires, we dedicate our time and resources to helping our clients down the road of building their wealth and enjoying the fruits of their labor. We call this journey the personal pursuit of happiness. Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials or endorsements may not reflect the experience of all clients of our firm or financial professionals.
Retirement Benefits Rank
Market Competitive
MMX MANAGEMENT, LLC
MMX MANAGEMENT, LLC
Boca Raton, Florida
1-24 employees
MMX utilizes a concentrated and specialized approach to working with hedge fund managers and only targets exclusive long term partnerships with a select group of best in class managers to accompany them through their life cycle. Our services entail: Capital Raising Investor Relations Global Branding and all aspects of Business and Product Development Find out more about our company at www.mmxmanagement.com
Retirement Benefits Rank
Top Benefits
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