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Showing 1 - 12 of 18 results
EVENSKY & KATZ, LLC
EVENSKY & KATZ, LLC
Coral Gables, Florida
25-49 employees
Evensky & Katz / Foldes Wealth Management is a nationally respected wealth management firm with over 35 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles of client-focused educated financial advice.
Retirement Benefits Rank
Top Benefits
ICV PARTNERS, LLC
ICV PARTNERS, LLC
Miami, Florida
1-24 employees
ICV is a private equity firm that invests in lower middle market companies in North America through its offices in Miami, FL and Atlanta, GA. Our focus is on making equity investments in high-margin, market leading businesses in partnership with proven managers who want to grow and improve their company. We have made 30 investments and understand what it takes to build capabilities and to take a company to the next level of performance. Companies with revenues of $25 - $300 million are uniquely driven, entrepreneurial and focused. They face special challenges, often with limited resources. They can be more vulnerable to market fluctuations and face many obstacles in executing their plans. ICV looks at the problems confronting a company and the possible solutions through the lens of a supportive partner. Because we are passionate about helping to build and strengthen smaller, middle-market companies, we are focused on being supportive advisors to our management partners. We provide real support, both operational and financial, so our partner companies are better prepared to achieve their goals.
Retirement Benefits Rank
Top Benefits
W.E. FAMILY OFFICES, LLC
W.E. FAMILY OFFICES, LLC
Coral Gables, Florida
50-99 employees
With offices in New York and Miami, WE Family Offices is an award-winning independent, family office firm serving single family offices and ultra-high net worth families. The firm addresses the real-life wealth challenges families face. WE works with each family to help create a unique wealth enterprise to manage their wealth as they would manage a well-run company, helping them to effectively manage, preserve and grow their wealth. WE is an independent advisory firm and is also one of just 30 firms listed on the Institute for the Fiduciary Standard’s Real Fiduciary™ Advisor Registry. To underscore their commitment to putting clients’ interests first, WE has become a Certified B Corporation, providing external validation of the firm’s commitment to balancing profit with purpose. WE Family Offices was most recently recognized for Outstanding Contribution to Wealth Management Thought Leadership by Family Wealth Report, and was listed among the Financial Times’ Top 300 Independent Advisors in the United States in 2019. As of June 30, 2019, WE now advises on approximately $8 billion and reports on an additional $1.3 billion for a total assets under advisement or reported of $9.3 billion, working with 72 families from all over the world. To enhance the services WE provides to global families, WE has formed an alliance with two international firms – Wren Investment Office in London and MdF Family Partners in Madrid. Learn more at www.wefamilyoffices.com. WE stands for Wealth Enterprise.
Retirement Benefits Rank
Top Benefits
BETA CAPITAL SECURITIES, LLC
BETA CAPITAL SECURITIES, LLC
Miami, Florida
25-49 employees
BETA CAPITAL SECURITIES, LLC is an investment banking company based out of 777 BRICKELL AVE, Miami, Florida, United States.
Retirement Benefits Rank
Market Competitive
GFG HOLDINGS, LLC
GFG HOLDINGS, LLC
Miami, Florida
25-49 employees
GFG Holdings is a diversified and integrated conglomerate of companies with vibrant operations in the United States and internationally across a wide range of sectors, including financial services and real estate. Our core business focus is to create real and tangible value for every client and investor across our extraordinary group of companies.
Retirement Benefits Rank
Market Competitive
INVEX, LLC
INVEX, LLC
Coral Gables, Florida
25-49 employees
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Retirement Benefits Rank
Below Market
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GUZMAN & COMPANY
GUZMAN & COMPANY
Coral Gables, Florida
1-24 employees
Guzman & Company was founded in 1987 with a vision to integrate the most advanced execution technology with superior client services for seamless support of even the most complex, automated and high-volume electronic trading strategies. Today, Guzman & Company brings together our extensive expertise in investment technologies, liquidity sourcing and execution management, with global resources and entrepreneurial passion, to provide a unique set of offerings in a rapidly evolving, competitive marketplace. Through a combination of unique trading insight and technological innovation we have the ability to deliver fast, flexible, and customized offerings that can positively impact the efficiency and performance of our clients. We pride ourselves on building strong long-term relationships with our clients and proactively anticipating their needs. Guzman & Company is a member firm of the NYSE and provides top-ranked, agency-only program and block equity trading, fixed income trading, corporate share repurchase execution and analytics, and debt and equity underwriting to the nation’s leading investment managers, plan sponsors, financial institutions and corporations.
Retirement Benefits Rank
Market Competitive
FAIRHOLME CAPITAL MANAGEMENT, LLC
FAIRHOLME CAPITAL MANAGEMENT, LLC
South Miami, Florida
1-24 employees
FAIRHOLME CAPITAL MANAGEMENT, LLC is a company based out of 4400Biscayne Blvd, Miami, Florida, United States.
Retirement Benefits Rank
Market Laggard
REDLEAF MANAGEMENT COMPANY
REDLEAF MANAGEMENT COMPANY
Miami, Florida
25-49 employees
Digitisation and automation of physical business workflow into intelligent business processes.Redleaf.Co is a business process automation software company that makes it easy for companies to digitize and automate physical workflow into intelligent business processes. We provide centralized management by amalgamating business functions and apply an end-to-end approach to business workflow, this ultimately reduces multiple tasks with minimal or no human intervention.
Retirement Benefits Rank
Below Market
PENSAM MANAGEMENT SERVICES, INC.
PENSAM MANAGEMENT SERVICES, INC.
Miami, Florida
25-49 employees
Pensam is one of the country’s largest private real estate investors and capital providers specializing in the vibrant U.S. multihousing sector. Founded in 2009 by a team of seasoned real estate professionals, Pensam meets the country’s needs for alternative flexible capital in a market challenged by limited liquidity. Pensam has invested in over 46,700 units spanning across 164 communities and 28 states, both in primary and secondary markets. As an integrated firm, Pensam is also uniquely positioned to leverage the synergies of its three service lines – equity, debt and development. Today, the firm has evolved into three major lines of business concentrating specifically on: Equity: - As a national firm with a growing portfolio across the U.S., Pensam invests through direct acquisitions, joint ventures, and preferred equity. Debt: - As a direct lender, Pensam's products and solutions span the capital stack including bridge loans, mezzanine financing, and structured finance products. Development: - As a full service development company, Pensam builds best-in-class communities through in-house construction and joint venture partnerships.
Retirement Benefits Rank
Market Competitive
POTOMAC FUND MANAGEMENT, INC.
POTOMAC FUND MANAGEMENT, INC.
Miami, Florida
25-49 employees
Our mission is to give Financial Advisors like you, the confidence to reach higher. Grow Faster. Explore further. UNION TAMP Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk. INVESTMENT STRATEGIES Select from a range of tactical strategies built to manage risk in a variety of market environments. CONQUER RISK FUNDS The Conquer Risk funds are designed to tactically adjust their holdings to match the current market environment. Disclosure: http://bit.ly/2l3OvaL
Retirement Benefits Rank
Below Market
FINACCESS ADVISORS, LLC
FINACCESS ADVISORS, LLC
Miami, Florida
1-24 employees
Finaccess Advisors, LLC (“Finaccess Advisors”, ”) is registered with the Securities and Exchange Commission (“SEC”) as an investment adviser and primarily offers investment advisory and wealth management services. Furthermore, Finaccess Advisors furnishes advice to clients on matters not involving securities, such as financial planning matters, retirement planning, trust services that often include educational services. Finaccess Advisors provides personalized confidential financial planning, investment management, financial advisory and wealth management services to individuals, corporations, and trusts worldwide. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, review of insurance needs, investment management, retirement planning, and educational services.
Retirement Benefits Rank
Market Leading
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