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Showing 1 - 7 of 7 results
NED DAVIS RESEARCH, INC.
NED DAVIS RESEARCH, INC.
Sarasota, Florida
50-99 employees
Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries. With a range of products and services utilizing a 360 degree methodology, we deliver award-winning solutions to the world's leading investment management companies. Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. At Ned Davis Research, we believe that successful investing is grounded in having the right perspectives. Generating alpha requires identifying potential upside as well as possible pitfalls. To do this, you need a clear view of the whole investment picture. Actionable ideas meet balanced, strategic insights through our 360 degree research methodology. Our approach offers a more complete investment picture by combining both fundamental and technical research. Fundamentals tell us how markets should be acting while technical reveal how markets are acting. Truly insightful and timely ideas demand a balance between the two disciplines.
Retirement Benefits Rank
Below Market
DYNASTY FINANCIAL PARTNERS, LLC
DYNASTY FINANCIAL PARTNERS, LLC
St. Petersburg, Florida
100-499 employees
Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country. With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community. Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8
Retirement Benefits Rank
Below Market
THE PATTERSON FOUNDATION
THE PATTERSON FOUNDATION
Sarasota, Florida
1-24 employees
MagnifyGood is the communications partner of The Patterson Foundation, a thought leader in the transformative role of strategic communications within the philanthropy sector. As part of the MagnifyGood team, Roxanne is the lead communication strategist, using communications strategies to build awareness and encourage increased impact through The Patterson Foundation’s initiatives.
Retirement Benefits Rank
Market Competitive
TRG FIDUCIARY SERVICES, LLC
TRG FIDUCIARY SERVICES, LLC
Lakewood Ranch, Florida
500+ employees
TRG is a global managed solutions provider focused on enterprise mobility, point of sale and payments. With facilities across the United States, Canada and Europe, we provide the most comprehensive suite of lifecycle management services – from warehouse to boardroom and deployment to retirement. Our mission is to Make Technology Simple, helping customers accelerate projects, drive application success, improve employee & customer experience and maximize ROI. We’re relentless in our drive to find innovative, effective ways to enhance customer operations and challenge conventional thinking along the way. Learn more at www.trgsolutions.com.
Retirement Benefits Rank
Market Laggard
FINANCIAL INSTITUTION INFORMAT
FINANCIAL INSTITUTION INFORMAT
Clearwater, Florida
1-24 employees
12Grids, where we don't just navigate the digital landscape – we shape it. With our dynamic array of services, we're not just a provider; we're your digital transformation partner. From crafting captivating UI/UX designs to optimizing your SEO strategy, we're here to propel your online presence to new heights. But wait, there's more! We're not content with just the basics. Our team dives deep into providing web solutions that deliver top-notch customer experience for your brand. From payment devices and printers to sensors, biometric machines, and IoT smart lighting solutions– we're all about unlocking the full potential of connectivity. What sets us apart? Our passion for innovation and our unwavering commitment to your success. We don't just meet expectations; we exceed them. Whether you're a budding startup ready to make your mark or a Government corporation looking to take your digital game to the next level, 12Grids is the partner you can trust to guide you every step of the way.
Retirement Benefits Rank
Below Market
TRUE MARKET INSIDERS
TRUE MARKET INSIDERS
St. Petersburg, Florida
1-24 employees
True Market Insiders is a fast-growing data and investment education firm helping the do-it-yourself investor grow their wealth and take control of their financial futures. We provide readers with a set of data tools designed to show you what the stock market is actually doing. This window into what we like to call the “True Market” allows our readers to spot emerging investment and trading opportunities that Main Street never gets to see. Our data tools are backed by dozens of educational courses and webinars that will teach you exactly how the True Market works—and how to best profit from it. As a True Market Insider, you also have exclusive access to our roster of financial experts who will guide you on the path toward total financial freedom. Together, we’ll help you successfully manage your investments to secure both yours and your loved ones’ futures.
Retirement Benefits Rank
Below Market
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SBF, LLC
SBF, LLC
St Petersburg, Florida
All Size Average employees
SBF Advisors is a full-service public accounting and advisory firm with offices in Florida and Tennessee. Privately held businesses in the affordable housing, automotive, healthcare, manufacturing, non-profit, real estate, and other sectors turn to us for lasting relationships that help them reach their goals. The benefits of working with us include: -A range of services and years of experience to support your business through both challenging and successful times. -A smart, dedicated, responsive, experienced team that guides you, works collaboratively alongside you, and has your back. -Celebrating your wins as our own. We do excellent work because we care about people and relationships.
Retirement Benefits Rank
Below Market
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