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Showing 1 - 12 of 40 results
DUNN CAPITAL MANAGEMENT LLC
DUNN CAPITAL MANAGEMENT LLC
Stuart, Florida
11-50 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
11-50 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
JOHN W. HENRY & COMPANY, INC. AND ITS AFFILIATE EMPLOYERS
JOHN W. HENRY & COMPANY, INC. AND ITS AFFILIATE EMPLOYERS
Boca Raton, Florida
11-50 employees
Spearheaded day-to-day operations of all trading systems, with concurrent responsibility for implementing trading strategies for more than $2B in client investments.Ensured smooth implementation of company’s trading strategies, coordinating daily with trading staff. Performed extensive research on new trading models and other potential markets. Verified validity of potential signals.
Retirement Benefits Rank
Below Market
RIVERNORTH CAPITAL MANAGEMENT, LLC
RIVERNORTH CAPITAL MANAGEMENT, LLC
West Palm Beach, Florida
11-50 employees
RiverNorth is an investment management firm founded in 2000 that specializes in opportunistic strategies in niche markets where the potential to exploit inefficiencies is greatest. RiverNorth is the investment manager to multiple registered and private funds. Disclosure: rivernorth.com/linkedin
Retirement Benefits Rank
Top Benefits
HERITAGE INVESTMENT GROUP, INC.
HERITAGE INVESTMENT GROUP, INC.
Pompano Beach, Florida
11-50 employees
Heritage Investment Group was founded in 1993 to provide wealth management and investment guidance to high-net-worth individuals, families, charitable foundations, and qualified plans. We help bring clarity to your financial situation through logic and process rather than emotional reactions. This starts with an in-depth discovery process to understand your values, goals, and concerns. Next, with the understanding of your unique situation, we create a detailed plan tailored to address the matters that are most important to you and your financial future. Finally, we implement a globally diversified investment strategy based on rational experience and a disciplined process rather than reacting to the noise of the Wall Street media machine. As independent advisors, we are fiduciaries bound by law to put our clients' interests before our own, but we also do so out of respect for the legacies entrusted to our care and the lifelong effort spent building them. All services are fully available to our clients but may not be fully implemented depending on the facts and circumstances of their situation.
Retirement Benefits Rank
Top Benefits
CHASBRO INVESTMENTS, INC.
CHASBRO INVESTMENTS, INC.
Palm Beach, Florida
11-50 employees
CHASBRO INVESTMENTS RETIREMENT PLAN is a civic & social organization company based out of 249 ROYAL PALM WAY, Palm Beach, Florida, United States.
Retirement Benefits Rank
Market Competitive
COMMUNITY CAPITAL MANAGEMENT, LLC
COMMUNITY CAPITAL MANAGEMENT, LLC
Plantation, Florida
11-50 employees
Community Capital Management, LLC (CCM) is an investment adviser registered with the Securities and Exchange Commission. CCM was founded in 1998 and manages approximately $4.5 billion in assets. The firm's mission seeks to deliver superior risk-adjusted returns through investment strategies that contribute to positive environmental and social outcomes. For more information, please visit: www.ccminvests.com. A full list of regulatory disclosures for Community Capital Management, LLC are available by visiting: https://www.ccminvests.com/regulatory-disclosures/
Retirement Benefits Rank
Market Leading
SK RESOURCE MANAGEMENT, LLC
SK RESOURCE MANAGEMENT, LLC
Boca Raton, Florida
11-50 employees
Sk Management LLC is a real estate company based out of 2797 Newcastle Dr, Sandy, Utah, United States.
Retirement Benefits Rank
Top Benefits
RG NIEDERHOFFER CAPITAL
RG NIEDERHOFFER CAPITAL
Sunny Isles, Florida
11-50 employees
Compliance Counsel & HR Director for SEC-registered, NFA member investment adviser. Areas of expertise: SEC and NFA compliance program, Investment Advisers Act, offering documents, regulatory filings, digital assets funds. Oversight and responsibility for management of all employee hires, terminations, performance management, ADA accommodations, FMLA leave, work visas, etc. Prepared employment contracts, independent contractor agreements, and exit agreements. Conducted live sexual harassment prevention training. Management of compliance with Code of Ethics and conduct of annual compliance reviews. Responsible for review and determinations on personal trading requests, and conflicts of interest and outside business affiliations disclosures. Conducted periodic review of key person electronic mail and trading statements, consistent with regulatory requirements. Developed and drafted the Business Interruption/Disaster Recovery plan and policy. Provided legal counsel for launch and governance of cryptocurrency and traditional asset class funds. Drafted offering documents, risk disclosures and digital assets compliance manual. Monitored legal developments for custody and securities determinations. Reviewed marketing materials, investor presentations and track record reporting for compliance with advertising, solicitation and performance reporting rules. Provided advice with respect to appropriate use of pro forma, extracted, composite and hypothetical results.
Retirement Benefits Rank
Market Laggard
ROACH AG MARKETING, LTD.
ROACH AG MARKETING, LTD.
Boca Raton, Florida
11-50 employees
Roach Ag has grown by focusing on the critical steps to obtain and satisfy customers. Our clientele are primarily farmers and other agri-businesses located throughout the U.S. Corn Belt. We spent our first 23 years of operation in Iowa before moving our corporate office to Boca Raton in 2001 to enjoy the Florida lifestyle. We maintain our Iowa heritage and position as a leader in the agricultural markets with 8 branch offices in Iowa and the four surrounding states. Agriculture is in the strongest economic period in 20 years thanks to the phenomenal growth in Chinese and world demand for U.S. agricultural products. Demand for our services is growing as farmers and other agri-businesses try to take advantage of increasingly volatile markets. We are strategically positioned for growth and invite you to join us! We have improved our strategies for hedgers and producers who need a straight forward approach to selling their crops and managing risk on their farms. Roach Ag is different in that we focus on the cash grain decisions our customers face each day which is very popular with our customers. John Roach continues to stay in front of the industry with his frequent appearances on “Market to Market,” where he has appeared regularly since 1978. Andy Shissler, manager of our Downers Grove office, keeps in front of customers as a regular Analyst on Ag Day & U.S. Farm Report.
Retirement Benefits Rank
Market Competitive
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TOBIAS FINANCIAL ADVISORS, INC.
TOBIAS FINANCIAL ADVISORS, INC.
Fort Lauderdale, Florida
11-50 employees
Anchored in Fort Lauderdale, Florida, Tobias Financial Advisors was an early advocate for fee-only financial planning services and continues that practice today. Since our establishment in 1980, we have grown into a team of professionals with years of experience in all aspects of wealth planning. We understand that our business is built on rapport and vetted experience which is why all our investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER™ designation. Convinced that commissions have no place in planning the futures of our clients, our financial advisors provide personalized wealth management to a select group of clients and keep in close touch throughout their journey.
Retirement Benefits Rank
Market Competitive
BRIDGEWEST CAPITAL MANAGEMENT LLC
BRIDGEWEST CAPITAL MANAGEMENT LLC
Miami, Florida
11-50 employees
Inspiring solutions for a better tomorrow drive the success of our group. We have established ourselves as an innovative private investor by placing people at the forefront. The drive towards "people empowerment" catapulted our expansion from niche investor to the global investment group we are today. From innovative software and semiconductor technologies to biotech therapeutics, people across the world - entrepreneurs, partners, customers and communities at large - experience our vision for a better tomorrow We have grown our portfolio of Bridgewest Group companies with smart, motivated people. Collaborative mentorship and capital infusion move the brightest entrepreneurs forward. Beginning with idea inception and all the way through exit, our seasoned team of operating partners and subject matter experts guide entrepreneurs to successful financial outcomes. As private investors, we are not beholden to other investors and artificial timeframes. This allows us to maximize outcomes for everyone based on merit instead of timeline adherence. Our robust eco-community facilitates functional support so CEOs can turn their ideas into prosperous companies. Those with vision, skill and determination enjoy long tenure with our teams. Nearly 100% of portfolio company CEOs stay on to form new ventures within the Bridgewest Group after successful exits. Learn more about our company through our showcase pages and our team.
Retirement Benefits Rank
Below Market
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