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Showing 1 - 12 of 19 results
PARTHENON LLC
PARTHENON LLC
Louisville, Kentucky
1-24 employees
Experience with preparing Pro-Forma Spreadsheets for valuation analysis and present value calculations.Conducted surveys/field work for retail brand/product placement
Retirement Benefits Rank
Market Competitive
FCN BANK, NATIONAL ASSOCIATION
FCN BANK, NATIONAL ASSOCIATION
Brookville, Indiana
100-499 employees
At FCN Bank, our people are our greatest asset. We are truly a local bank, headquartered in Brookville, with offices also in the nearby towns of Batesville, Connersville, Sunman, Lawrenceburg, and Harrison. In this day of banking and other corporate mergers, and the emergence of national and even global banks, some of which operate exclusively via the internet, we continue to provide local, face-to-face service to the communities that we serve. We believe that you prefer to place your trust in people that you know, with people who are your neighbors.
Retirement Benefits Rank
Market Laggard
RAMSEY QUANTITATIVE SYSTEMS, INC
RAMSEY QUANTITATIVE SYSTEMS, INC
Louisville, Kentucky
1-24 employees
Ramsey Quantitative Systems, Inc. (RQSI) is a quantitative investment management firm offering liquid and illiquid alternative investment strategies for a wide variety of institutional portfolios. Our systematic, rules-based investment approach captures alpha by incorporating distinct behavioral and economic effects in our trading models. By doing so, investors become less vulnerable to behavioral biases, improve risk management and add scalability. RQSI has earned numerous accolades including a HFM Global CTA Intelligence Awards in 2017, 2018, 2019. RQSI was on the shortlist for our 5 Year Performance and we're proud to be nominated again for 2021. RQSI has also won multiple Investor's Choice awards and been listed on Barron's Top 100 Hedge Funds. FinTech Solutions RQSI has developed 3 proprietary investment tools - Ravel, Qubit & Socio - exclusively for RQSI investors to provide unparalleled transparency and customization into our investment strategies. RQSI has also developed a set of free fintech tools to help investors and fund managers analyze portfolio performance, uncover market insights, and identify areas for improvement. ©2020 Ramsey Quantitative Systems, Inc.
Retirement Benefits Rank
Market Leading
MERITRUST WEALTH MANAGEMENT LLC
MERITRUST WEALTH MANAGEMENT LLC
Louisville, Kentucky
1-24 employees
It's not just a job. It's a work environment putting you first. Team Meritrust is making our world a better place for our members and communities, one exceptional service experience at a time. With a mission of improving the lives of members and the communities we serve, Meritrust offers the products, services and tools our members need to achieve their financial goals with confidence. Your comments, feedback and suggestions are welcome. Find out more about engaging with Meritrust on social media: https://news.meritrustcu.org/meritrust-engagement-guidelines/
Retirement Benefits Rank
Market Leading
FIRST KENTUCKY SECURITIES CORPORATION
FIRST KENTUCKY SECURITIES CORPORATION
Louisville, Kentucky
1-24 employees
First Kentucky Securities Corporation (“FKSC”) was founded in 1977 by Donald E. Bradshaw, former State of Kentucky Finance Secretary, and Ralph G. Nall. From its inception, FKSC was instrumental in the formation of initial and enabling legislation for many of the municipal bond issuing agencies and programs in the State of Kentucky. The Firm has continually played a principal role in the Kentucky municipal bond market, serving as Fiscal Adviser and Underwriter for major issuers including the Kentucky Housing Corporation, the Kentucky Higher Education Student Loan Corporation, the Kentucky Turnpike Authority, various Kentucky universities, school districts, water and sewer districts and municipal financing agencies. The principals and associates of FKSC are dedicated to providing diverse and innovative concepts for the municipal marketplace. Our Public Finance Department boasts a combined experience of over 90 years in the industry. This experience has resulted in the issuance of billions of dollars in municipal bonds. In addition to the public finance and investment banking capabilities, FKSC’s trading operations provide access to municipal markets in Kentucky and the financial centers of the United States. Our commitment to our customers, on either a buy or sell basis, is to consummate the trade at the best market price and provide the highest level of service. To further provide localized service for our clients, FKSC opened additional offices in Lexington (February, 2002) and in Louisville (August, 2005). FKSC is dedicated to providing the highest level of excellence to all our clients: institutions, individuals, corporations and municipalities. We are Kentuckians striving to serve Kentucky, its citizens and its communities.
Retirement Benefits Rank
Top Benefits
STEGNER INVESTMENT ASSOCIATES, INC.
STEGNER INVESTMENT ASSOCIATES, INC.
Louisville, Kentucky
1-24 employees
Stegner Investment Associates, Inc. (SIA) is an independent, fee-only investment consultant committed to assisting clients as a fiduciary in achieving their investment objectives through the use of mutual and collective funds. Our client base consists of endowments, foundations, corporate retirement plans, and high net worth individuals. We are an employee-owned firm and we are proud to have served clients since 1994. At SIA, we are committed to developing a diversified and disciplined strategy that helps clients'​ investments plans reach their full potential. At the same time, we are dedicated to establishing a lifelong relationship with each of our clients that goes well beyond what you might expect from an investment firm.  Ultimately, our success is measured by our performance relative to a client's investment objectives. It is our goal not just to meet, but to exceed, expectations. Through strategic planning, regular communication and ongoing benchmarking, you will not find a more accountable and performance-oriented partner than SIA.
Retirement Benefits Rank
Market Competitive
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DPL FINANCIAL PARTNERS, LLC
DPL FINANCIAL PARTNERS, LLC
Louisville, Kentucky
100-499 employees
DPL Financial Partners is the leading commission-free annuity marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients, and consumers.
Retirement Benefits Rank
Below Market
CENTERLINE WEALTH ADVISORS
CENTERLINE WEALTH ADVISORS
Louisville, Kentucky
1-24 employees
Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families. Recognized for two decades of success designing financial plans that are at once meticulous and comprehensive, the firm provides focused, long-term support with all aspects of the financial lives of clients and their families. Centerline Wealth Advisors are not responsible for and do not encourage third parties to post anything on their behalf.
Retirement Benefits Rank
Top Benefits
PINNACLE ADVISORY GROUP, INC. OF INDIANA
PINNACLE ADVISORY GROUP, INC. OF INDIANA
Lawrenceburg, Indiana
1-24 employees
Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with an additional office in Miami, Florida. We serve as your family’s personal Chief Financial Officer, and ensure your overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. Our team has a single mission: to help you live the life you’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them. Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients’ investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000. We are strictly fee based and receive no commissions.
Retirement Benefits Rank
Below Market
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
WHITTINGTON ASSOCIATES LLC
WHITTINGTON ASSOCIATES LLC
Louisville, Kentucky
1-24 employees
Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines
Retirement Benefits Rank
Market Competitive
MERCURIO WEALTH ADVISORS
MERCURIO WEALTH ADVISORS
Louisville, Kentucky
1-24 employees
CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals? Mercurio Wealth Advisors can help. The first step to a successful retirement is ensuring all aspects of your life are included in your retirement plan. Tying your investments, income, and estate planning into an all-encompassing place, our end goal is for a happy and stress-free retirement. Our strategic partners allow us to give each of our clients a complete 360-degree view of their retirement plan. By starting with our advisors who have over 40 years of combined experience to help you with your income and investment planning, we ensure that you find success in your future goals. AT MERCURIO WEALTH ADVISORS, OUR SOLE FOCUS IS YOU At Mercurio Wealth Advisors, you come first every time. We believe that every family needs to have an advocate in their corner, doing what’s right for them. Our clients are our success; we believe in doing whatever it takes to help each of them reach their retirement goals. Our fiduciary standards ensure your plan is created and implemented with your best interests in mind. By working with Mercurio Wealth Advisors you do not just get one professional who cares, you get an entire team. Our approach allows for personalized attention from a team of advisors who are all working on YOUR behalf.
Retirement Benefits Rank
Below Market