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Showing 1 - 12 of 19 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
RIVERNORTH CAPITAL MANAGEMENT, LLC
RIVERNORTH CAPITAL MANAGEMENT, LLC
West Palm Beach, Florida
1-24 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
CHASBRO INVESTMENTS, INC.
CHASBRO INVESTMENTS, INC.
Palm Beach, Florida
50-99 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
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
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
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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
INTECH INVESTMENT MANAGEMENT LLC
INTECH INVESTMENT MANAGEMENT LLC
West Palm Beach, Florida
25-49 employees
Intech is a private, employee-owned quantitative asset manager investing on behalf of pension funds, governments, endowments, foundations, and other institutional investors worldwide. Having pioneered the application of Stochastic Portfolio Theory in 1987, Intech continues to seek distinctive alpha sources for clients in alternative equity, defensive equity, sustainable equity, and traditional long-only strategies. Please visit www.intechinvestments.com for more information.
Retirement Benefits Rank
Market Leading
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
RICHARD S. BERNSTEIN & ASSOCIATES, INC.
RICHARD S. BERNSTEIN & ASSOCIATES, INC.
West Palm Beach, Florida
1-24 employees
At Richard S. Bernstein & Associates, Inc., we understand the importance of selecting an insurance agency that has your best interest in mind. Clients can rely on us to deliver competitive insurance solutions and personalized service. Richard Bernstein is a leader in the insurance industry with over 40 years in business. A+ Better Business Bureau ranking was awarded. Full-service, independent insurance firm offering a diverse range of insurance products and carriers designed to meet the needs of our individual, corporate and charitable organization clients. Richard S. Bernstein & Associates, Inc. is committed to providing the utmost level of service with our dedicated account management team, extensive resources and strategic relationships. We are made up of experienced team of professionals providing trusted estate planning and insurance expertise that surpasses industry standards.
Retirement Benefits Rank
Market Laggard
HIGHBROOK INVESTORS
HIGHBROOK INVESTORS
West Palm Beach, Florida
1-24 employees
HighBrook Investors is a real estate private equity firm that acquires and actively manages properties in select growth markets in Europe and the US. The firm is led by cycle-tested real estate industry executives with expertise in deep value and special situations investing spanning private and public markets. The HighBrook team invests thoughtfully and nimbly, identifying emerging macro trends and compelling opportunities to unlock value across property types and capital structures. Since its founding in 2010, HighBrook has raised four discretionary commingled funds and multiple co-investment vehicles. The firm has offices in London, West Palm Beach, New York, and Luxembourg.
Retirement Benefits Rank
Market Laggard
1ST DISCOUNT BROKERAGE
1ST DISCOUNT BROKERAGE
Lake Worth, Florida
1-24 employees
Dear Friends, Welcome to 1DB! Our company’s mission is to add more value to investors and savers than ever before. I coined ‘Asset Building and Coaching’ as the ABCs of Financial Fitness. I’ve always believed that every person’s situation is unique. Each client’s financial needs and goals should be addressed individually. We attain this ideal using the ABCs of financial well-being for our customers through a hybrid approach of human advisors partnered with advanced technology. William Corley, Founder, and CEO
Retirement Benefits Rank
Market Laggard
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