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Showing 1 - 12 of 17 results
CONFLUENCE INVESTMENT MGMT., LLC
CONFLUENCE INVESTMENT MGMT., LLC
St. Louis, Missouri
50-99 employees
Confluence Investment Management LLC is an independent Registered Investment Advisor located in St. Louis, Missouri. We provide professional portfolio management and advisory services to institutional and individual clients. Our investment philosophy is based upon independent, fundamental research that integrates our evaluation of market cycles, macroeconomics and geopolitical analysis with our value-driven, fundamental company-specific approach. Our portfolio management philosophy begins by assessing risk, and follows through by positioning clients to achieve their income and growth objectives. The Confluence team is comprised of experienced investment professionals who are dedicated to an exceptional level of client service and communication. We develop innovative investment products for our clients, and our disciplined investment process and performance has stood the test of time across a broad range of economic and market cycles. http://www.confluenceinvestment.com/assets/docs/2014/Social_Media_Disclosures_9-10-14.pdf
Retirement Benefits Rank
Top Benefits
ARGENT CAPITAL MANAGEMENT LLC
ARGENT CAPITAL MANAGEMENT LLC
St. Louis, Missouri
25-49 employees
Since 1998, Argent Capital Management has been helping institutional investors, investment advisors and high net worth individuals meet their investment goals. We are a boutique investment management firm specializing in U.S. equities. Our focus is on seeking attractively valued, enduring businesses that have the potential for superior investment results over the long term.
Retirement Benefits Rank
Market Leading
STERN BROTHERS & CO.
STERN BROTHERS & CO.
St. Louis, Missouri
25-49 employees
Stern Brothers is one of the nation’s largest certified 100% woman-owned, woman-led WBE certified investment banks on the country. We provide Municipal and Corporate Finance, Underwriting, Private Placement, Credit Enhancement and Remarketing Services for clients across the country. Stern's principal focus is public, corporate and infrastructure finance. For over 100 years Stern has helped organizations achieve their financing goals by providing investment banking solutions, including underwriting, remarketing, and sales & trading of fixed and variable rate municipal securities nationwide. Our status, transactional experience, seasoned professionals, and innovative financing ideas offer a depth and breadth that allows our clients to meet their capital and diversity objectives.
Retirement Benefits Rank
Below Market
RIVERVEST VENTURE MANAGEMENT, LLC
RIVERVEST VENTURE MANAGEMENT, LLC
St. Louis, Missouri
1-24 employees
RiverVest Venture Partners® is a leading venture capital firm building life science companies to address significant unmet needs of patients and deliver consistently strong returns to investors. With headquarters in St. Louis and offices in San Diego and Cleveland, RiverVest accesses forward-thinking research and clinical expertise at leading institutions across the country to found and fund biopharma and medical device companies. Entrepreneurs turn to RiverVest for the scientific, operational, financial, and investment expertise they need to achieve long-term success. RiverVest is committed to doing business the right way to deliver the best outcomes for patients, entrepreneurs and investors. Established in 2000, RiverVest has funded more than 60 innovative life science companies and has assets under management of approximately $750 million. For more information, please visit http://www.rivervest.com.
Retirement Benefits Rank
Market Leading
MATTER LLC
MATTER LLC
St. Louis, Missouri
50-99 employees
matter® is the leading branding agency in the Middle East, specializing in creating brands with a strong brand story and personality. Our view of branding is the cause behind our unique methodology, the one that we’ve worked on developing based on our belief that each brand consists of certain elements. Each element is developed enough to stand strong on its own, creating a comprehensively strong brand when fused together. Our tried and tested methodology stems from our need to delve deeper into the heart of matters, thereby being founded on the basis of science, but executed through our passion for art. Our achievements are measured by our brands'​ well-sustained success, and their ability to strive in the real world based on understanding business objectives, brand gap, target needs, and competition analysis, which is why we’ve learned to always strike the right balance between art and science in a way that promotes the perks of being different.
Retirement Benefits Rank
Market Leading
ARCHFORD CAPITAL STRATEGIES
ARCHFORD CAPITAL STRATEGIES
Swansea, Illinois
25-49 employees
Archford Capital Strategies is an independent wealth management firm. Our sole mission is to help our clients – high-net-worth individuals and families, closely-held companies, entrepreneurs, executives and families in transition – incorporate clear, effective and comprehensive strategies designed to not only facilitate their finances, but their lives. Specific obligations require specific solutions; we’ll align those individual goals within your overall financial framework so that collectively you’re moving ever closer to your ultimate objectives. You can also contact us at 618.416.7085. https://archfordcapital.com/social-media-disclosure-statement/ Securities offered through Purshe Kaplan Sterling Investments, Inc. Member FINRA/SIPC, Headquartered at 80 State St. Albany, NY 12207 Purshe Kaplan Sterling Investments and Archford Capital Strategies are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Please note that nothing on this page should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing is intended to be, and you should not consider anything to be direct investment, accounting, tax or legal advice to any one investor. Consult with an accountant or attorney regarding individual accounting, tax or legal advice. No advice may be rendered unless a client service agreement is in place. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.
Retirement Benefits Rank
Market Leading
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CLAYTON FINANCIAL GROUP
CLAYTON FINANCIAL GROUP
Saint Louis, Missouri
1-24 employees
Clayton Financial Group partners with individuals and families to create customized investment, financial, tax, estate, and risk management solutions that enable its clients to develop plans and achieve their goals. The firm was founded by partners with over 50 years of collective experience in helping clients navigate the complex sea of investment options, tax and estate planning, risk management, charitable giving, and business succession using state-of-the-art resources, tools, technology, and partnerships. The current Managing Directors own Clayton Financial Group and are defiantly independent to serve best its clients' needs rather than the needs of a corporation or many shareholders. To provide completely objective counsel to its clients, the firm's compensation model is fee only; no commissions are received for any investment or insurance products offered. The firm manages assets of over $ 1.5 billion in over 35 states.
Retirement Benefits Rank
Top Benefits
BUTCHERJOSEPH & CO, LLC
BUTCHERJOSEPH & CO, LLC
St. Louis, Missouri
25-49 employees
ButcherJoseph & Co. advises privately held businesses on ownership succession transactions. We listen and understand each client’s unique concerns and tailor an objective-driven approach to help you identify the best buyer of your business. We are nationally recognized experts specializing in sale transactions to strategic and financial buyers, employee ownership transactions (ESOPs), capital advisory (debt & equity), and valuations and fairness opinions. ButcherJoseph is headquartered in St. Louis, MO with a presence in Miami, Palm Beach, and Washington, DC and offices in Chicago, Charlotte, Scottsdale, and Nashville.
Retirement Benefits Rank
Top Benefits
HERMANN CAPITAL MANAGEMENT
HERMANN CAPITAL MANAGEMENT
Saint Louis, Missouri
1-24 employees
Hermann Companies is a family-owned, privately held investment and management consulting firm based in St. Louis. We provide capital and organizational expertise to venture stage and middle market companies that share our family’s commitment to quality, customer satisfaction, rapid growth and financial stability. Where we invest includes manufacturing, real estate and debt. Hermann Companies’ mission has been, and remains, to continually delight our investment partners and customers. Deeply rooted in the community, Hermann Companies also places a philanthropical focus on staff and company involvement.
Retirement Benefits Rank
Top Benefits
CT SOLUTIONS LIMITED
CT SOLUTIONS LIMITED
St. Louis, Missouri
1-24 employees
CT Solutions is a telecommunications company servicing Greater Atlanta and Southern Florida. Our mission is to provide our customers with complete telecommunications solutions. Our attention to detail in the sales, installation, and service processes is what differentiates us from our competitors. It has been our experience in this industry that most prospective customers appreciate our consultative approach to sales and do not feel that they get that same level of knowledge and detail from most other communications companies. CT Solutions embraces the constantly changing telecommunications marketplace and only partners with manufacturers with the same philosophy. Whether you are introducing voice into your existing data network or virtualizing your entire voice environment, CT Solutions has a solution to fit your needs. Our support staff is knowledgeable and helpful, and will never forget a customer after the sale. CT Solutions takes pride in filling the customer service gap in today's telecommunications market.
Retirement Benefits Rank
Market Competitive
GATEWOOD WEALTH SOLUTIONS
GATEWOOD WEALTH SOLUTIONS
Brentwood, Missouri
25-49 employees
At Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money. Using technology, financial behavior coaching and an active investment strategy as tools, we help guide clients on their paths to financial freedom—all while holding ourselves to the highest fiduciary standards. We start with your vision for your family’s future. With your goals as our objective, we chart the appropriate course to help set you up for success. This involves a complex consideration of all aspects of your financial life, from income and estate tax planning to risk management. We run the numbers, weigh the appropriate level of risk and develop an appropriate plan that’s completely custom for you and your family. Then, we employ our time-tested investment approach, comprehensive and dynamic technology and financial behavior coaching to help ensure you stay on track toward reaching your goals. Disclosures: Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC. 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 and/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.
Retirement Benefits Rank
Market Competitive
CONWAY INVESTMENT RESEARCH, LLC
CONWAY INVESTMENT RESEARCH, LLC
Saint Louis, Missouri
1-24 employees
Conway is a technology-driven investment research firm that connects financial advisors and their clients to a curated set of alternative and traditional investment funds/solutions. By integrating institutional-quality research with innovative technology, we empower our clients to make informed investment decisions. Conway transforms the way advisors implement investment portfolios for their clients through objective research, customizable platforms and supportive team members. We provide a range of research services, alternative investment solutions and analytical tools for advisors, including: Alternatives Platform -Curated Fund Line-Up of Hedge Funds, Private Debt, Private Equity and Real Estate -Investment & Operational Fund Due Diligence -Alternatives Portfolio Builder Tool -Digital Subscriptions with 24/7 Secure, Online Access -Low Investment Minimums -Onshore + Offshore Funds -Consolidated Custodial Reporting -Custom & Private Label Fund Capabilities Investment Research -Investment Due Diligence & Monitoring (Traditional and Alternatives) -Operational Due Diligence -Capital Markets Research -Asset Allocation + Model Portfolio Construction -Asset Allocation Tools Technology Solutions -Secure Advisor Portal -Single-Sign-On (SSO) -Private Label Site and URL -Alternatives Integration & Digital Workflows -Digital Subscriptions + Data Room -White-Label Research
Retirement Benefits Rank
Market Laggard