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Showing 1 - 12 of 20 results
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
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
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
STONEBRIDGE ADVISORS LLC
STONEBRIDGE ADVISORS LLC
Wheaton, Illinois
1-24 employees
• Execute preferred securities transactions with discretion over timing and price levels for an actively managed ETF, a closed-end fund, and multiple SMA platforms totaling $3.5B AUM• Responsible for managing investment and rebalancing of all firm SMA accounts ($900M AUM), in accordance with a portfolio model • Perform ad hoc credit research and write reports utilized by portfolio managers seeking to maximize total return while implementing strategies consistent with fund objectives • Analyze relative value and security structures of preferred, hybrid, and debt securities using a proprietary security database to develop security swap proposals for portfolio managers• Monitor potential macro risks using top-down analysis related to securities under management, focusing on oil risk• Support Portfolio Managers with various investment evaluations related to fixed income securities, including the research and drafting of a comprehensive reference document describing security characteristics and upcoming legislative developments concerning Contingent Capital Securities (CoCos) • Perform post-trade activity, including trade allocations between funds, trade break/fails and finalizing trade confirmation and settlements • Contribute to weekly investment team meetings and street analyst/trader dinners discussing recent market events and strategies
Retirement Benefits Rank
Top Benefits
INNOVATOR CAPITAL MANAGEMENT LLC
INNOVATOR CAPITAL MANAGEMENT LLC
Wheaton, Illinois
50-99 employees
Formed in 2017, Innovator Capital Management LLC has a legacy of innovative investment solutions. The firm is currently headed by Bruce Bond and John Southard, founders of PowerShares ETFs, the 4th largest ETF provider in the world. Innovation is our hallmark and acts as a guide to our company’s principles. Our passion is to provide investors with next generation investment opportunities. We are driven by our commitment to help people better control their financial outcomes. THE FUND'S INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES SHOULD BE CONSIDERED BEFORE INVESTING. THE PROSPECTUS CONTAINS THIS AND OTHER IMPORTANT INFORMATION, AND MAY BE OBTAINED BY CALLING 800.208.5212 OR VISITING INNOVATORETFS.COM. READ IT CAREFULLY BEFORE INVESTING. INVESTING INVOLVES RISKS. PRINCIPAL LOSS IS POSSIBLE. Innovator ETFs are distributed by Foreside Fund Services, LLC.
Retirement Benefits Rank
Market Competitive
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STRATEGIC INVESTMENT SOLUTIONS
STRATEGIC INVESTMENT SOLUTIONS
Orland Park, Illinois
1-24 employees
Started and led the real asset research and consulting practice, while also providing general consulting services to pensions and foundations.
Retirement Benefits Rank
Market Leading
ONPATH FINANCIAL, LLC
ONPATH FINANCIAL, LLC
St. Charles, Illinois
1-24 employees
The team at OnPath Financial works tirelessly with our clients to help bring better clarity into their financial lives. In volatile times, the need for such coordination has never been greater. The path to success requires attention. It’s time to engage. It’s time to plan. It’s time to Refocus Your Wealth.™ Securities offered through LPL Financial. Member SIPC www.sipc.org. Advisory Services offered through HighPoint Advisor Group, LLC, a registered investment advisor. HighPoint Advisor Group LLC, OnPath Financial, and OnPath Private Client are separate entities from LPL Financial. The registered representatives and investment advisor representatives of LPL Financial that are associated with this site are registered to discuss and transact securities business in the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Top Benefits
RIVERSTONE WEALTH PARTNERS MANTHEI, LLC
RIVERSTONE WEALTH PARTNERS MANTHEI, LLC
St. Charles, Illinois
1-24 employees
Many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. That's where Riverstone Wealth Partners can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with our clients. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Riverstone Wealth Partners, LLC. 606 Riverside Ave, St. Charles, IL 60174. 630.513.7122. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. 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. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Market Leading
HARVEST FINANCIAL PLANNING, INC
HARVEST FINANCIAL PLANNING, INC
Munster, Indiana
1-24 employees
Harvest Wealth Partners is a financial services firm that strives to enable our clients to develop and implement a written financial plan in order to integrate their financial resources with their life goals. We believe in honesty and integrity and will do everything in our power to demonstrate that in a professional and excellent manner. Our commitment is to be Servant Leaders of our clients’ needs in an increasingly complex and challenging financial world. The term "Servant Leader" expresses our commitment to serve our clients by helping them develop a personal financial plan and by empowering them to make the best decisions for their financial future. We believe that we serve a greater calling and higher purpose than simply to effectively manage client relationships and financial plans. We are fallible and will make mistakes; however, at no time will a decision or recommendation be made that interferes with the best interest of those we serve. Securities offered through LPL Financial, Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.hfpllc.com.
Retirement Benefits Rank
Market Leading
BLUELAKE WEALTH ADVISORS, LLC
BLUELAKE WEALTH ADVISORS, LLC
Burr Ridge, Illinois
1-24 employees
When thinking about investing or working with a financial planner, many people feel overwhelmed because they don’t understand the process or details. At BlueLake Wealth Advisors, we want to change this. By choosing to work with us, you can feel confident knowing we are committed to providing you a simplified process that breaks down many of the burdensome aspects of financial planning. We are independent advisors, which means that we aren’t tied to any proprietary products or services. We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that will serve your best interests, not ours. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Bluelake Wealth Advisors is not affiliated with Kestra IS or Kestra AS. or any other entity mentioned herein. http://www.finra.org/ https://www.sipc.org/ This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Advisory Services, LLC Compliance Department at 512-697-6000.
Retirement Benefits Rank
Market Competitive
KAPCO FUTURES, INC.
KAPCO FUTURES, INC.
Elgin, Illinois
1-24 employees
Kapco Futures offers a quantitative approach to ag risk management through our proprietary SMART Matrix. We are uncompromising in the pursuit of prosperity for midsize farmers and feeders.
Retirement Benefits Rank
Market Leading