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Showing 1 - 12 of 42 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
SAVANT CAPITAL, LLC
SAVANT CAPITAL, LLC
Rockford, Illinois
500+ employees
At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Retirement Benefits Rank
Market Competitive
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
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
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
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VERMILLION FINANCIAL ADVISORS
VERMILLION FINANCIAL ADVISORS
South Barrington, Illinois
1-24 employees
Vermillion Financial Advisors (VFA) is a financial planning firm specializing in assisting those clients 50 plus who are concerned about their personal financial security with an emphasis on retirement planning. Most VFA clients have a net worth in excess of $1,000,000.
Retirement Benefits Rank
Top Benefits
ESSEX, LLC
ESSEX, LLC
Deer Park, Illinois
1-24 employees
Converted 2200 accounts from (Centerpiece) Portfolio Center to Axys. Reconciled accounts in Portfolio Center to statements back 10 years and then created performance files prior to converting. Evaluated then merged multiple partners’ book of business into Axys mapping all securities, security types and asset classes. Converted ACT client data to Qube contact management system. Implemented Report packaging (Packman) for client reporting and web viewing Replaced a two week process of report generation and collation to a few hours with web access for clients. Setup workstations and connected to network Installation of all new/upgrade software.
Retirement Benefits Rank
Market Leading
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
EXEMPLAR FINANCIAL NETWORK, LLC
EXEMPLAR FINANCIAL NETWORK, LLC
Crystal Lake, Illinois
50-99 employees
Exemplar Financial Network was founded by financial professionals just like you. We believe that business is built on relationships and building them is our business. Exemplar is: - Advisors helping Advisors - Sharing best practices - Identifying and filling knowledge gaps - Increasing efficiency and competence - Collaborating leads to innovations. Our success is knowing that success is the result of helping others reach their goals. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member Finra.com / SIPC.org 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. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.exemplarfnadvisor.com.
Retirement Benefits Rank
Below Market
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
KLAAS FINANCIAL ASSET ADVISORS, LLC
KLAAS FINANCIAL ASSET ADVISORS, LLC
Loves Park, Illinois
25-49 employees
OUR MISSION: We are deeply committed to our client’s personal and financial wellbeing. We endeavor to deliver clear, objective, and prudent financial advice, while adhering to the principal of good stewardship. Our recommendations are designed to help grow, preserve, and eventually transfer wealth in accordance with our client’s personal goals and objectives. We strive to create a relationship of respect and integrity that will allow our clients to focus their time, energy, and resources on faith, family and friends. ABOUT US: Klaas Financial has been in business since 1976 and we have offices in Northern Illinois and Southern Wisconsin. We help individuals, families and companies plan and invest for retirement. Our objective is to provide our customers with answers to all their retirement questions in 1 place. Klaas Financial Asset Advisors, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission.
Retirement Benefits Rank
Top Benefits