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Showing 1 - 7 of 7 results
RIVER ROAD ASSET MANAGEMENT, LLC
RIVER ROAD ASSET MANAGEMENT, LLC
Louisville, Kentucky
25-49 employees
River Road Asset Management, LLC ("River Road") is an institutional investment management firm committed to being a leading world-class provider of value-oriented equity asset management services. The firm was founded in 2005, with a history that dates back to 1998, by a team previously employed by Commonwealth Trust Company and SMC Capital Inc., subsidiaries of Kentucky-based Commonwealth Bancshares. As of December 31, 2022, we manage more than $10.2 B in total assets* for a diverse mix of institutional clients. We offer separate accounts and sub-advised collective investment vehicles that allow us to serve clients around the globe. Our investment philosophy is based on our proprietary Absolute Value approach initially developed by the firm’s co-founders. The objective of Absolute Value investing is to provide attractive, sustainable, low volatility returns over the long term. At River Road, we believe integral to this objective is an emphasis on positive return consistency and, correspondingly, minimizing downside portfolio risk. *Total assets combine River Road’s (1) total firm assets (as defined by GIPS®) and (2) advisory-only assets (no control over implementation of investment decisions and no trading authority). Total assets provided as supplemental information and advisory-only assets are reported on a one-month lag. DISCLOSURE: River Road has no editorial control over the people (including employees) or firms which link to our corporate information page. Any links to our firm information should not be considered a positive reflection of the investment advisory services offered by River Road or an endorsement from the firm. Visitors to this page, or pages that link to it, must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of River Road.
Retirement Benefits Rank
Top Benefits
PRIVATE CLIENT SERVICES, LLC
PRIVATE CLIENT SERVICES, LLC
Lousville, Kentucky
50-99 employees
PCS is a full-service, RIA-friendly Broker Dealer and SEC Registered Investment Advisor. We are growing by dually registering like-minded, hybrid RIA's/IAR's. We are solely focused on servicing the needs of successful, independent advisors and reps allowing you the time to grow your profits. Let our independence ignite yours! PCS is licensed as a Broker Dealer in all 50 states. Our headquarters is in Louisville, KY. We have more than 70 branch offices coast-to-coast.
Retirement Benefits Rank
Market Leading
ATLAS BROWN INC
ATLAS BROWN INC
Louisville, Kentucky
1-24 employees
Family Wealth Management professionals helping our client families focus on what matters most by offering a suite of family office services.
Retirement Benefits Rank
Market Leading
AXIOM FINANCIAL STRATEGIES GROUP, LLC
AXIOM FINANCIAL STRATEGIES GROUP, LLC
New Albany, Indiana
1-24 employees
Axiom Financial Strategies Group is a full-service wealth planning and investment advisory firm, serving HNW and UHNW clients. Utilizing an open architecture platform, decades of combined expertise and an emphasis on consistent learning, Axiom has made it its mission to provide a comprehensive approach to working with clients and strategic partners. This helps clients to gain clarity around their goals, develop a tangible plan to move from point A to point B, monitor progress and then implement necessary changes. We get to know our clients on a personal level and use this connection to craft a custom plan for you. We view the entire landscape of your financial life, assess your immediate and long-term goals and then match you with the most appropriate member of our team to help you realize those objectives. Service • Integrity • Accountability • Growth • Innovation Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Axiom Financial Strategies Group, LLC an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state. The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Axiom cannot guarantee the accuracy of information from third parties.
Retirement Benefits Rank
Market Leading
RIVERBEND FINANCIAL GROUP, LLC
RIVERBEND FINANCIAL GROUP, LLC
Jeffersonville, Indiana
1-24 employees
Your legacy is an unparalleled gift to those you love. Whether you are actively living out your legacy today, or planning for the impactful legacy you will leave in the future, we are here to bring clarity to financial planning and peace of mind to financial decisions, so that your legacy gift is wrapped up beautifully.
Retirement Benefits Rank
Top Benefits
KESSLER INVESTMENT GROUP, LLC
KESSLER INVESTMENT GROUP, LLC
Columbus, Indiana
1-24 employees
• Organized client data and had weekly discussions with clients regarding their portfolios • Analyzed daily and historical financial performances of fifty various companies’ stocks• Participated in weekly committee investment meetings focused on portfolio performance and analyses of the market
Retirement Benefits Rank
Market Laggard
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SORTINO ADVISORY PARTNERS, LLC
SORTINO ADVISORY PARTNERS, LLC
Louisville, Kentucky
All Size Average employees
Sortino Advisory Partners, LLC is a veteran-owned registered investment adviser firm based in Louisville, Kentucky, The firm currently manages over $170 million in regulatory assets under management in its Family Wealth practice and provides fiduciary consulting services on another $110 million in corporate retirement plan assets through the Fiduciary Consulting practice. We prepare clients for critical events in life and the capital markets using a financial planning-based, goal-driven investment management process designed to align portfolios with the goals and values that shape each client's life. Sortino Advisory Partners, LLC (“SAP” or the “Firm”) is an SEC registered investment adviser that maintains a principal place of business in the Commonwealth of Kentucky. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about SAP’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
Retirement Benefits Rank
Below Market