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Showing 1 - 12 of 56 results
FIRST TRUST PORTFOLIOS L.P.
FIRST TRUST PORTFOLIOS L.P.
Wheaton, Illinois
500+ employees
First Trust Portfolios L.P. and First Trust Advisors L.P.("First Trust"​) were founded in 1991 with a mission to offer investors a better way to invest. We are single-minded about providing trusted investment products and advisory services. We're inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results that will contribute to the prosperity of our clients. Our approach is simple, and our company was built with these core principles in mind: - Know What you Own - Invest for the Long-term - Employ Discipline - Re-balance - Control Taxes We are committed to providing original ideas, inventive products and the highest level of service. Disclaimer: This content is for information purposes only and should not be considered an offer to purchase or sell any security. There are risks involved with investing and investors should consult their investment advisors before investing in any financial product. A "like"​ is not to be considered to be a testimonial, a recommendation, or an indication of any investor's experience with any of First Trust's products or services. Third party posts are not adopted or endorsed by First Trust, do not reflect the views of First Trust and have not been reviewed by First Trust for completeness or accuracy.
Retirement Benefits Rank
Market Competitive
CALAMOS INVESTMENTS LLC
CALAMOS INVESTMENTS LLC
Naperville, Illinois
100-499 employees
Calamos Investments is a diversified global investment firm offering innovative investment strategies including alternatives, multi-asset, convertible, fixed income, equity, and sustainable equity. The firm offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. Headquartered in Naperville, Illinois, Calamos Investments has offices in Chicago, New York, San Francisco, Milwaukee, Portland, and the Miami area. Important disclosures: http://bit.ly/39ExSuR
Retirement Benefits Rank
Top Benefits
PMA FINANCIAL NETWORK, LLC
PMA FINANCIAL NETWORK, LLC
Naperville, Illinois
100-499 employees
PMA is a family of financial services companies that helps thousands of municipalities, school districts, local government investment pools, individuals, insurance companies and other institutions by providing investment, financial management and fund administration services. Day to day, we operate as one company, providing whatever services you need in seamless, coordinated fashion. Legally, we go by a few different names. But you only need to remember one: PMA.
Retirement Benefits Rank
Market Leading
JMG FINANCIAL GROUP, LTD.
JMG FINANCIAL GROUP, LTD.
Downers Grove, Illinois
50-99 employees
JMG Financial Group is a wealth management firm whose principal office location is in Downers Grove, Illinois. With clients throughout the country, we are large enough to access institutional-grade products and services, but small enough to ensure that all of our clients receive the personal attention they deserve. JMG offers an exceptional breadth and depth of customized comprehensive financial services that include investing, wealth structuring, and tax and estate planning. This social media page and related content are limited to the dissemination of general information pertaining to JMG’s advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of JMG’s social media page should not be construed by any consumer and/or prospective client as JMG’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. We invite you to click on JMG’s website link located above in the "contact us" link for more information about the firm and to read about our firm’s services in Important JMG Social Media Site Disclosures link.
Retirement Benefits Rank
Market Leading
JFM ENTERPRISES, INC.
JFM ENTERPRISES, INC.
Oak Brook, Illinois
1-24 employees
The JFM Group LLC, (JFM) a New York-based company, provides overall strategic planning, individualized fundraising campaigns, event and production management to not for profit organizations locally, nationally, and globally. Our team, led by Joan F. Morgan, is a unique combination of creative thinkers, hands-on leaders, stellar organizers, and an unparalleled mix of commitment, enthusiasm, and good spirit for every project. Let The JFM Group LLC put its 25-plus years of innovation and success to work for your organization!
Retirement Benefits Rank
Market Leading
SOURCEBOOKS, LLC
SOURCEBOOKS, LLC
Naperville, Illinois
100-499 employees
💡Fast Company Most Innovative Companies 2024 (#6 Media) 🧡Best Practice Institute Certified Most Loved Workplace 2024 (#2 in Newsweek) 🚀INC Female Founders 2024 💡Fast Company Best Workplaces for Innovators 2023 (#31 of the Top 100) We’re an entrepreneurial book publisher bound together by the idea that books change lives. We work with a diverse group of authors, illustrators, booksellers, librarians, industry partners, educators, and others to create a vibrant future for books. Thanks for being part of our story.
Retirement Benefits Rank
Below Market
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EFFICIENT CAPITAL MANAGEMENT, LLC
EFFICIENT CAPITAL MANAGEMENT, LLC
Warrenville, Illinois
25-49 employees
Through a commitment to excellence, innovation, teamwork and rigorous research for two decades, Efficient has become one of the world's long-standing Commodity Trading Advisor (“CTA”) multi-manager firms. In a world of generalists, Efficient continues to be a CTA specialist, focusing its people and skills on offering institutional investors access to CTA strategies that best fit their specific needs and mandate requirements. Efficient is registered with the U.S. Commodity Futures Trading Commission as a Commodity Pool Operator (“CPO”) and a Commodity Trading Advisor and is a member of the National Futures Association. Efficient also is registered as an investment adviser with the U.S. Securities and Exchange Commission.
Retirement Benefits Rank
Top Benefits
OBERWEIS ASSET MANAGEMENT, INC.
OBERWEIS ASSET MANAGEMENT, INC.
Lisle, Illinois
25-49 employees
Oberweis Asset Management, Inc. is an independent investment management firm that seeks to identify and capitalize on pricing inefficiencies involving micro-, small- and mid-capitalization equities worldwide. We offer our active geographically focused strategies to institutional and individual investors through separately managed accounts (SMAs) and our own proprietary mutual fund family. Established in 1989, Oberweis is privately held, and headquartered in suburban Chicago. With experienced equity research staff based in New York, London and Hong Kong, maintaining a global footprint helps us uncover investment opportunities the world over.
Retirement Benefits Rank
Top Benefits
SRP HOLDINGS GROUP, LLC
SRP HOLDINGS GROUP, LLC
Shorewood, Illinois
50-99 employees
Serving over 8000 clients worldwide, the SRP group has been known for its business values in the Indian & Global markets for over 40 years. Our goal is to operate efficiently & exceed our customers' expectations in every way, while adhering to the values of Integrity, Excellence, Unity, Respect, & Eco-Friendly practices. We have over 10 internationally operating companies across several industries: Hydraulics / Fluid Power - Hydraulics & Fluid Power division was created to stock the complete array of hydraulic products for many leading international manufacturers under one roof. Adhesives - As the Authorized Channel Partner for Parker Lords (USA), we carry a range of reliable adhesives & coatings to reduce risk & improve product performance. Petroleum - As the authorized distributor of Bharat Petroleum Corporation Limited (Bharat Gas), we're proud to serve in Mumbai. This division is now exploring biogas, solar, & wind energy opportunities as part of its aggressive growth plans. Education - "Learning Simplified" we offer a range of industry relevant, application-based learning solutions for children from the age of 5 - 20 years. Our products are currently being used by K-12 schools, Engineering Colleges, IITs, NITs in India & in 300+ countries. IT services / Business Process Outsourcing (BPO) - Using innovative BPO solutions & strategic partnerships, this division provides outsourcing solutions to several blue-chip companies in various industries, allowing them to focus on core businesses while cutting costs. Angel Investor - With 10+ angel investments in global companies & several successful multibagger exits the group continues to leverage its network to invest & groom successful entrepreneurs. Export - Involved in exports of a diverse product range from electric bikes, fashion merchandise, auto-components to diamonds. Logistics - Innovative supply chain solutions for yard management, Clearing & Forwarding (C&F), logistics & distribution across India.
Retirement Benefits Rank
Market Competitive
CAPSTONE FINANCIAL ADVISORS, INC.
CAPSTONE FINANCIAL ADVISORS, INC.
Downers Grove, Illinois
25-49 employees
At Capstone Financial Advisors, you’ll find more than a financial advisor. You’ll find a partner willing to get to know you, your family, and your financial goals. When we opened our doors in 1999, we had one mission in mind: Deliver goal-based financial planning and personalized wealth management services. More than 20 years later, that tradition continues. We’ve built broad services that are coupled with personalized attention to help you feel empowered and confident about your financial decisions and achieve your financial dreams. As a fee-only, personal financial advisory firm, Capstone works with high-net worth individuals, families, and institutions.
Retirement Benefits Rank
Below Market
SEAGRAVES FINANCIAL GROUP, LLC
SEAGRAVES FINANCIAL GROUP, LLC
Glen Ellyn, Illinois
1-24 employees
We are dedicated to helping our clients pursue heartfelt financial goals. We understand that financial planning is a lifetime process that takes into account your needs, goals, and values. Our goal is to create a comfortable and relaxed environment focused on helping you make informed decisions.
Retirement Benefits Rank
Top Benefits
STOFAN AGAZZI INVESTMENTS, LLC
STOFAN AGAZZI INVESTMENTS, LLC
Joliet, Illinois
1-24 employees
STOFAN AGAZZI INVESTMENTS, LLC is an investment banking company based out of 2801 BLACK RD, Joliet, Illinois, United States.
Retirement Benefits Rank
Market Leading