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Showing 1 - 12 of 14 results
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
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
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 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
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
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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
Market Leading
GOOD HARBOR FINANCIAL, LLC
GOOD HARBOR FINANCIAL, LLC
Barrington, Illinois
1-24 employees
Researched the effects of inflation and interest rates changes on the U.S. Treasury Market; focusing specifically on U.S. Treasury performance compared to that of the equity markets. I enjoyed the research process and the unique challenges of hypothesizing and testing to find meaningful results. • Analyzed datasets using both Bloomberg and Microsoft Excel software programs. • Developed hypotheses and tested for statistically significant conclusions. • Co-Authored an economic white paper proving that U.S. Treasuries provided a viable alternative to equity markets during times of market stress.
Retirement Benefits Rank
Below Market
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
Below Market
COLONNADE ADVISORS LLC
COLONNADE ADVISORS LLC
Crystal Lake, Illinois
1-24 employees
Colonnade Advisors LLC is a leading investment bank focused on the business services and financial services industries. We provide proven M&A expertise and extensive industry knowledge in focused sectors to optimize outcomes for our clients. We have built our network of relationships and execution experience the hard way: deal by deal since Colonnade’s founding in 1999 and through years at Wall Street investment banks and other leading financial services firms. We are experts at structuring, negotiating, and executing complex financial transactions for both public and private companies. We advise large institutions, private equity firms, and entrepreneurs. Our clients hire us because we’re experts in our field and subject matter experts. We help our clients sell their companies, buy strategic assets, and raise capital. To date, Colonnade has advised on over $9 billion in transactions.
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
TRUSS EDGE LLC
TRUSS EDGE LLC
Naperville, Illinois
1-24 employees
Truss Edge is a portfolio management system that joins the dots for funds that are looking for that elusive front to back solution. Based in Chicago, Truss Edge has been serving the needs of fund managers for almost two decades. Our portfolio management system has evolved as a result of the practical, day to day needs of our clients. We built it because they needed it. Truss Edge is staffed by a team of experienced personnel, many of whom have over 20 years'​ track record supporting portfolio management systems. Our exceptional trade support and accounting teams have proven industry expertise that we can bring to your organization, alongside our tailored and scalable Software as a Service.
Retirement Benefits Rank
Market Laggard