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Showing 1 - 12 of 147 results
DANA INVESTMENT ADVISORS INC.
DANA INVESTMENT ADVISORS INC.
Waukesha, Wisconsin
50-99 employees
Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.
Retirement Benefits Rank
Top Benefits
FIDUCIARY MANAGEMENT, INC.
FIDUCIARY MANAGEMENT, INC.
Milwaukee, Wisconsin
25-49 employees
Fiduciary Management, Inc. (“FMI”), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. As of 3/31/2023, FMI has approximately $14.1 billion in AUA ($13.9 Billion AUM). Social media Terms of Use This site is for accredited investors and professional purposes only and should not be considered as investment advice or recommendations to invest in any security, strategy or investment product. Contacting FMI For general questions, please contact FMI directly at [email protected] or (414) 226-4545.
Retirement Benefits Rank
Market Leading
PROVIDENT TRUST COMPANY
PROVIDENT TRUST COMPANY
Waukesha, Wisconsin
1-24 employees
Provident Trust Company is an SEC-Registered Investment Advisor and State of Wisconsin Chartered Trust Company with more than $1 billion of assets under management. Provident manages separate portfolios of $1 million or more and a proprietary mutual fund. Provident provides integrated financial forecasting, portfolio management and trust services for our clients. Our investment management expertise and fiduciary powers combine to provide what we believe is a great value to families and businesses seeking a stable group of experienced professionals to manage their financial affairs.
Retirement Benefits Rank
Top Benefits
CARDINAL INVESTMENT ADVISORS, LLC.
CARDINAL INVESTMENT ADVISORS, LLC.
Chicago, Illinois
25-49 employees
We are a 100% employee-owned, independent firm focused solely on institutional investment consulting. After 20 years, we are committed to maintaining our independence.
Retirement Benefits Rank
Top Benefits
MASON WELLS, INC.
MASON WELLS, INC.
Milwaukee, Wisconsin
1-24 employees
Mason Wells was founded in Milwaukee in 1998 and has partnered with entrepreneurs, families, and management teams to help their companies reach new levels of excellence while preserving legacy and culture. We pride ourselves on an unwavering commitment to candor, trust, accountability, and transparency in our relationships with our partners, investors, advisors, and employees. Mason Wells brings a people-first and thematic approach to private equity through lasting partnerships by immersing itself in its targeted industry sectors and regional business communities of the Midwest. We know each situation is unique and have a qualified and experienced team to help provide resources that help companies professionalize operations, improve service offerings, execute M&A strategies, and access new markets among many others. Mason Wells has raised over $2.4 billion across five independent buyout funds. We fulfill our commitment to all stakeholders by employing an honest, repeatable playbook to drive thoughtful value creation and partnership, showcased in over 38 platform investments since the firm’s inception. Consumer Packaged Goods: -Beverage -Food -Ingredients -Household -Healthcare -Personal Care Engineered Products and Services: -Building Products -Flow Control -Foodservice Equipment -Healthcare Products -Specialty Chemicals -Test & Measurement Outsourced Business Services: -Commercial, Industrial & Residential Services -Environmental, Infrastructure & Utility Services -Insurance Services -Specialty Distribution -Testing, Inspection, Compliance & Certification -Transportation & Logistics Packaging Materials and Converting: -Food & Beverage -Health & Beauty -Pet Care -Healthcare -Regulatory/Compliance - Warehouse/Logistics
Retirement Benefits Rank
Top Benefits
WIND POINT ADVISORS, L.L.C.
WIND POINT ADVISORS, L.L.C.
Chicago, Illinois
25-49 employees
Wind Point Partners is a leading private equity investment firm that partners with top caliber executives to acquire well-positioned middle market businesses where it can establish a clear path to value creation. Since our founding in 1984, we have raised over $3 billion in commitments and acquired more than 100 platform companies and 250 add-on acquisitions. Distinctive Strategy We bring together the following three key elements in each transaction: * Top Caliber Executive. We recruit exceptional executives who will be our partners in selecting and acquiring a company where they can develop and lead a tactical value creation plan. * Middle Market Company. We identify and acquire well-positioned businesses with value creation opportunities that are a good match with our executive’s skill set and industry expertise. * Path to Value Creation. We help companies reach their potential by identifying growth and operational improvement opportunities that can be implemented with our executive partner. Experienced and Collaborative Team Wind Point’s professionals work together in the pursuit of investment success. Our team is led by six managing directors who have over 80 years of combined private equity experience and an average tenure at Wind Point of 17 years. In addition to our in-house team, we have an established network of seasoned and accomplished Executive Advisor Partners (EAPs) who assist us in our process and invest alongside us in every transaction.
Retirement Benefits Rank
Top Benefits
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ROUNDTABLE HEALTHCARE MANAGEMENT
ROUNDTABLE HEALTHCARE MANAGEMENT
Lake Forest, Illinois
25-49 employees
RoundTable Healthcare Partners, based in Lake Forest, IL, is an operating-oriented private equity firm focused exclusively on the healthcare industry. RoundTable partners with companies that can benefit from its extensive industry relationships and proven operating and transaction expertise. RoundTable has established a successful history of working with owner/founders, family companies, management teams, entrepreneurs and corporate partners who share a vision and believe in the value creation potential of its partnership model. RoundTable has raised $4.25 billion in committed capital, including six equity funds totaling $3.65 billion and three subordinated debt funds totaling $600 million.
Retirement Benefits Rank
Top Benefits
WATER STREET HEALTHCARE PARTNERS, LLC
WATER STREET HEALTHCARE PARTNERS, LLC
Chicago, Illinois
25-49 employees
At Water Street, we are dedicated to building market leaders in healthcare. Our sole focus is investing in businesses to accelerate growth and impact in three critical healthcare sectors: healthcare services, medical products & diagnostics, and pharmaceutical & life sciences. We accomplish this through a differentiated approach focused on transformational growth. Working closely with leadership teams, our team aligns our industry experience and network of resources to advance our shared goals for building businesses of greater long-term value that are contributing to a stronger healthcare system. With more than $6 billion of capital under management, we are actively pursuing new investments in businesses interested in a strategic partner to support their goals for next-level growth. To learn more about our approach, visit waterstreet.com
Retirement Benefits Rank
Top Benefits
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.
Chicago, Illinois
25-49 employees
For important fund information, visit https://cbisonline.com/us/social-media-statement/. CBIS is an investment management firm that amplifies the power of Catholic Responsible Investing (CRI) to transform the world. With over $10 billion in assets under management, CBIS offers structured multi-manager portfolios that include CRI to Catholic institutions, investors, and advisors which help fulfill their chairisms and truly uphold Catholic beliefs and values without sacrificing returns for investors. The good we do is based on the moral actions we take that operate at the intersection of faith and finance. DISCLAIMER For security and compliance reasons, please do not post your account information or other personal information on the page. For all account and investment inquiries, please contact Investor Services at 1-866-348-6466. We reserve the right to delete comments that we, in our sole discretion, believe may be offensive, inappropriate, or false and misleading. In addition, we cannot accept testimonials or recommendations. The content on these pages is for informational use only and should not be construed as an offer of sale or investment advice. Christian Brothers Investment Services, Inc. (CBIS) is not affiliated with Facebook and does not endorse or control any advertising or third-party materials contained on the Facebook site. All opinions expressed by Facebook users are those of the individual users and are not endorsed by CBIS. To learn more about CBIS or download a prospectus, or summary prospectus, please visit www.cbisonline.com
Retirement Benefits Rank
Top Benefits
HEARTLAND ADVISORS, INC.
HEARTLAND ADVISORS, INC.
Milwaukee, Wisconsin
25-49 employees
Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite is offered through 3 mutual funds and 4 separately managed accounts. Our approach is consistent across all of our products, however, we believe each portfolio serves a distinct role and is constructed accordingly. Some of our portfolios emphasize dividends to mitigate volatility and to provide a modest stream of income while others seek to diversify risk and increase opportunity by holding stocks with varying market caps. The ultimate goal with each is to provide superior risk adjusted returns and limit downside participation. Heartland defines value using our proprietary, consistent, and time-tested 10 Principles of Value Investing™. Our Investment Team applies a bottom-up approach that combines traditional fundamental analysis as well as meetings with management, competitors, and end clients of the businesses we consider for investment. DISCLOSURE Past performance does not guarantee future results. This material must be accompanied by a prospectus: m.heartlandadvisors.com/prospectuses. The value of investments vary daily, which may cause loss of principal. Funds are distributed by ALPS Distributors, Inc. Individuals who post here are registered representatives of ALPS. SMAs and related services are by Heartland Advisors and not affiliated with ALPS. For complete disclosures, visit m.heartlandadvisors.com/social.
Retirement Benefits Rank
Market Leading
CHICAGO PARTNERS INVESTMENT GROUP LLC
CHICAGO PARTNERS INVESTMENT GROUP LLC
Chicago, Illinois
50-99 employees
Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices. Chicago Partners currently manages more than $3.5 Billion assets for 1,200+ clients across the United States. Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team to create their customized wealth management plan that includes portfolio & investment management, tax management, estate planning, retirement planning, education planning, cash flow planning, and that is always backed by their team of fiduciary financial advisors. Each client works with their team composed of a CPA, CFP, CFA, and JD, each dedicated to optimizing a specific dimension of wealth. As fee-only fiduciaries, Chicago Partners advisors meet the highest standard of quality for advisors and always act in your best interest. If you are interested in a complimentary review of your current investment portfolio and household balance sheet, please visit us at www.chicagopartnersllc.com/contact and an advisor will be in touch shortly.
Retirement Benefits Rank
Market Competitive
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