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Showing 1 - 12 of 21 results
DUNN CAPITAL MANAGEMENT LLC
DUNN CAPITAL MANAGEMENT LLC
Stuart, Florida
All Size Average employees
DUNN Capital Management, LLC is a Commodity Trading Advisor ("CTA") located in Stuart, Florida. Founded in 1974, DUNN is one of the oldest managed futures firms in the industry, and its trading programs are quantitative, statistical and 100% systematic.
Retirement Benefits Rank
Top Benefits
DSM CAPITAL PARTNERS LLC
DSM CAPITAL PARTNERS LLC
Palm Beach Gardens, Florida
1-24 employees
DSM CAPITAL PARTNERS LLC actively manages growth stock investment portfolios for a wide range of clients, including pension plans, foundations and endowments, other institutions, and individual investors. DSM was founded in 2001 by Daniel Strickberger and Stephen Memishian. Headquartered in Palm Beach Gardens, FL, DSM manages approximately $10 billion across domestic, international and emerging markets through a variety of investment vehicles.
Retirement Benefits Rank
Top Benefits
MONEY CONCEPTS CAPITAL CORP.
MONEY CONCEPTS CAPITAL CORP.
Palm Beach Gardens, Florida
50-99 employees
Money Concepts is an independent broker-dealer founded on the principle of true ownership. Since 1979 we’ve formed a network of wealth management franchises (no franchise fee) for advisor, tax pro or financial institution. Independently owned franchises allow advisors to apply "Best Practices"​ to build their business their way. Privately held we are not influenced by product providers. Advisors choose non-proprietary products on a fee and commission basis without quotas or hidden fees. Focused only on advisors, we serve as their business partner. Visit www.moneyconcepts.com Disclaimer: Money Concepts is not affiliated with LinkedIn, Inc. or LinkedIn, Inc. services. Money Concepts does not expressly or implicitly adopt or endorse expressions, opinions or content posted by fans or third-parties on LinkedIn pages. Money Concepts does not adopt or endorse products, services, advertisements, recommendations or statements and does not control, serve, adopt or endorse advertising, messages or content LinkedIn may publish or that may appear on LinkedIn or LinkedIn-affiliated sites. No part of this page is intended to make recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only. Non-Money Concepts URLs or external websites mentioned herein are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content of any unaffiliated site and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA /SIPC ©2014 Money Concepts
Retirement Benefits Rank
Top Benefits
VOLORIDGE INVESTMENT MANAGEMENT LLC
VOLORIDGE INVESTMENT MANAGEMENT LLC
Jupiter, Florida
100-499 employees
Voloridge is a quantitative investment management firm built upon a foundation of collaboration. Our team includes award-winning researchers, skilled data analysts, cutting-edge technologists and financial professionals who understand that our success is due to the remarkable way we work together. Our team is made of relentless innovators on a quest to create value for our investors. We strive to operate at a high level of integrity and spend our days solving complex problems in a sophisticated quantitative environment. Our mission is to “Deliver superior risk-adjusted returns driven by an entrepreneurial environment that inspires unyielding passion, imagination, and commitment to excellence.”
Retirement Benefits Rank
Market Leading
PROFESSIONAL ADVISORY SERVICES INC
PROFESSIONAL ADVISORY SERVICES INC
Vero Beach, Florida
1-24 employees
Built on a foundation of integrity and personalized service, Professional Advisory Services, Inc. (PASI) was founded in 1977 and has grown to become one of Florida’s largest independent money management firms. We have clients in over 30 states and AUM of $1.1 billion as of 12/31/2021. PASI invests client funds in high quality stocks and investment grade bonds. The allocation of funds to each asset class is tailored to the individual client's risk tolerance and financial situation. Equities: High-quality large cap. growth stocks, with a mix of small and mid-cap. companies. We favor companies that are leaders in their industries, trading at attractive valuations, with a history of consistent earnings growth, increasing dividends, and a strong balance sheet. Fixed Income: Exclusively investment grade bonds. Typically, the bond portfolio is laddered over a five-year period and held to maturity. This conservative approach ensures a stable, predictable income stream. When appropriate we purchase tax-free municipal bonds. PASI is registered as an investment adviser with the SEC and only conducts business in states where it is properly notice filed or is excluded from registration requirements. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. You should consult an attorney or tax professional regarding your specific legal or tax situation. PASI is not engaged in the practice of law. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours.
Retirement Benefits Rank
Below Market
HOUCHIN ERNST WEALTH ADVISORS, LLC
HOUCHIN ERNST WEALTH ADVISORS, LLC
Palm Beach Gardens, Florida
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Below Market
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GUNN'S QUALITY GLASS AND MIRROR, INC.
GUNN'S QUALITY GLASS AND MIRROR, INC.
Jupiter, Florida
1-24 employees
Family owned and operated business that specializes in hurricane impact resistant windows and doors, custom frameless shower enclosures, glass railings, and any other of your custom glass needs.
Retirement Benefits Rank
Market Laggard
MARTIN INVESTMENT MANAGEMENT, LLC
MARTIN INVESTMENT MANAGEMENT, LLC
Palm Beach Gardens, Florida
1-24 employees
Martin Investment Management, LLC is registered with the Securities Exchange Commission as an investment adviser. Martin Investment Management, LLC is an equity oriented investment adviser. It believes in value investing as the foundation in evaluating investments. The firm’s long-term equity strategy reflects the belief in the upward bias of the stock market and the long-term vitality of the global economy. We believe that our performance, disciplined investment process, the professional experience of the team, and the commitment to clients sets our firm apart from other investment advisers. What We Believe Martin Investment Management, LLC is committed to helping clients achieve their financial goals by utilizing a variety of disciplined investment techniques for security selection and portfolio construction. Our basic philosophy assumes that equity markets are not always efficient, and that an actively managed portfolio of well-researched investments will outperform the diversified indexes over time. Basic tenets of the firm are the belief in the power of compounding over a long investment time horizon and having the patience to ride out the negative years in the market cycle. Most often this requires common sense and discipline, rather than following popular trends and employing the current schemes.
Retirement Benefits Rank
Market Leading
TREASURE COAST FINANCIAL PLANNING, INC.
TREASURE COAST FINANCIAL PLANNING, INC.
Vero Beach, Florida
1-24 employees
Treasure Coast Financial Planning, Inc. is a financial services company based out of 3418 Ocean Drive, Vero Beach, Florida, United States.
Retirement Benefits Rank
Market Competitive
LPFG OF PALM BEACH, INC. DBA CARY STAMP & CO.
LPFG OF PALM BEACH, INC. DBA CARY STAMP & CO.
Tequesta, Florida
1-24 employees
We are dedicated to helping clients achieve true wealth in every phase of their lives. Our advisory team provides sophisticated wealth management and financial planning solutions founded on the CFP® (CERTIFIED FINANCIAL PLANNER™). For those who have a need for planning, we create comprehensive, holistic plans—often in collaboration with clients'​ attorneys and accountants— that align with client goals and aspirations, their needs, investment objectives, risk tolerance, and time horizon. If you simply need more effective management of a piece of the puzzle, such as asset management, that will be addressed in detail. Cary himself is a frequent speaker on financial planning topics, has written many financial articles and has been quoted in print and on broadcast media. He and his wife Sharon have one daughter, Sarah, who is a college student and lacrosse player in Colorado. Cary is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified Divorce Financial Analyst™, Accredited Investment Fiduciary®, Chartered Advisor in Philanthropy® and an Accredited Estate Planner®. This communication is strictly intended for individuals residing in the states of: AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MD, MI, NC, NM, NV, NY, OH, OR, PA, SC, TX. 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. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Cary Stamp & Company, 110 Bridge Road, Tequesta, FL 33469. (561)417-7700 Please see our Terms of Use here: www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Top Benefits
SLATESTONE WEALTH, LLC
SLATESTONE WEALTH, LLC
Jupiter, Florida
25-49 employees
SlateStone Wealth, LLC is a boutique financial life management firm dedicated to providing customized, independent wealth solutions to individuals and families in the areas of investment management, retirement and income strategies, and financial and legacy planning.
Retirement Benefits Rank
Market Leading
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
Top Benefits
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