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Showing 1 - 7 of 7 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
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
Market Competitive
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
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
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J. BIANCE WEALTH MANAGEMENT, LLC
J. BIANCE WEALTH MANAGEMENT, LLC
Sebring, Florida
1-24 employees
J. Biance Financial focuses on helping pre-retirees and retirees create ideal strategies for retirement. The uncertainty and volatility in the world today can make this season of life challenging. Whether it is market risk, outliving your money, or being a burden on your children, retirees and soon to be retirees, face decisions that are specific to their state in life. At J. Biance Financial we emphasize the preseration of our clients' life savings, the optimization of retirement income, and passing on assets in the most efficient manner possible. Investing involves risk, including the potential loss of principal. Any references to protection benefits, generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1879168 - 7/23
Retirement Benefits Rank
Market Competitive
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