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Showing 1 - 12 of 20 results
WEITZ INVESTMENT MANAGEMENT, INC.
WEITZ INVESTMENT MANAGEMENT, INC.
Omaha, Nebraska
25-49 employees
Research-Driven Investing We don’t rely on Wall Street reports. And we never take shortcuts. Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. Over the past three decades, Weitz has leveraged its research-driven approach to capitalize on investment opportunities that arise out of market inefficiencies. Decisions are backed by thorough research, logical strategies, extensive debate and our team’s personal commitment to long-term results. The Weitz team builds and manages concentrated, high-conviction, actively managed portfolios. Through bottom-up, proprietary research that emphasizes fundamentals, we focus on creating positive results over the long term. We offer a variety of options for investors with different goals and preferences, including equity and fixed income investment strategies. Weitz Securities, Inc. is the Distributor of the Weitz Funds.
Retirement Benefits Rank
Market Leading
CARSON GROUP HOLDINGS, LLC
CARSON GROUP HOLDINGS, LLC
Omaha, Nebraska
100-499 employees
The information included on this website is for informational purposes and is intended for use by advisors only, not for public distribution. Carson Group Partners is a network of advisors offering advisory services through CWM, LLC, an SEC Registered Investment Advisor.
Retirement Benefits Rank
Market Leading
BRIDGES INVESTMENT MANAGEMENT, INC.
BRIDGES INVESTMENT MANAGEMENT, INC.
Omaha, Nebraska
All Size Average employees
We are Bridges Trust. A privately-owned trust and wealth management firm, we provide comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations. Please visit our website for additional information and important disclosures at: www.bridgestrust.com
Retirement Benefits Rank
Top Benefits
HANSEN-MUELLER CO.
HANSEN-MUELLER CO.
Omaha, Nebraska
100-499 employees
Hansen-Mueller Co., utilizing the latest technology, provides an individualized approach to grain merchandising through price discovery, marketing, transportation and logistics throughout the world.
Retirement Benefits Rank
Market Leading
AVIOR WEALTH MANAGEMENT GROUP, LLC
AVIOR WEALTH MANAGEMENT GROUP, LLC
Omaha, Nebraska
100-499 employees
Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor. All investments are subject to risk, including loss of principal. Nothing contained herein should be construed as legal or tax advice. Please consult your attorney regarding legal / estate planning or your CPA regarding tax questions. On April 1st 2011, the Campbell Wealth Management Group, Inc combined with Nelson-VanDenburg & Associates to form: Nelson, VanDenburg & Campbell Wealth Management Group, LLC. On September 1, 2021 Nelson, Van Denburg and Campbell rebranded to Avior Wealth Management, LLC ("Avior"). Avior is an SEC-registered investment advisor located in Omaha, NE. Avior and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients. Avior may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements. Important information describing Avior’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Avior will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request. This site is published in the United States for residents of the United States. Avior is not soliciting business in international jurisdictions where it is not registered.
Retirement Benefits Rank
Market Leading
MCP MANAGEMENT CORP.
MCP MANAGEMENT CORP.
Omaha, Nebraska
25-49 employees
In 1972, brothers Mike and Bruce McPherson set out with one goal in mind: Build the future. The MCP GROUP is an expansion of our services to meet client needs and expectations in the ever-changing and evolving design and construction industry. Our experienced group of associates will deliver a positive experience based on our core values of: HONOR THE CLIENT There are few things more rewarding than taking a client’s vision and building it to reality—we get to do that every day. This means our decision-making is centered around creating positive solutions for the client. We know who matters the most to us, and we work hard to earn their trust and loyalty. PURSUE GREATNESS MCP GROUP has high standards—especially when it comes to quality. Our pursuit of topnotch development planning and construction experiences is driven by relentless curiosity and determination to be the best. We challenge the status quo and find new ways to grow our company and each other. CHARACTER MATTERS We depend on everyone at MCP GROUP to act with integrity and be accountable to our clients and each other. We do what we say we will do. We’re not afraid to surface issues and acknowledge when we’re wrong, and we trust each other to help us turn challenges into opportunities. WORK WITH PURPOSE Nothing replaces hard work. When the time comes, we roll up our sleeves and go to work for our clients and community. We are passionate about doing work that matters and makes a positive impact. It’s not enough to build awesome buildings. Everything we do—from client interactions to community work—adds value and drives results. CULTIVATE FAMILY SPIRIT Our team is our family. We’re made up of unique and talented individuals who serve from the heart. We believe we’re successful because those talents work together to collectively create great experiences and foster a positive, supportive company culture. Please check out our website: themcpgroup.com
Retirement Benefits Rank
Top Benefits
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BURLINGTON CAPITAL LLC
BURLINGTON CAPITAL LLC
Omaha, Nebraska
50-99 employees
Burlington Capital is a diverse investment management firm that creates and pursues innovative business ventures through its experience, knowledge and relationships in the areas of real estate, international agribusiness and venture capital. We are committed to successfully developing and managing these unique business opportunities for institutional, private and public partners.
Retirement Benefits Rank
Below Market
WEALTHPLAN PARTNERS, LLC
WEALTHPLAN PARTNERS, LLC
Omaha, Nebraska
25-49 employees
WealthPlan Partners strives to develop innovative solutions to address each client's situation, branding 'Return On Life and Return On Investment'. Our mission is to provide a comprehensive customized financial plan to help guide our clients through the challenges of each phase of their lives. Our philosophy represents an evolution of investment thought that movies beyond a simple 'Buy and Hold' model; transitioning basic asset allocation into strategy diversification. Focusing more on how investments directly interact and relate to one another. It looks closely at how investments are managed, how they seek to gain returns, and how they address risk exposures. While no firm can guarantee success, our fee-based approach ensures that we don’t succeed unless you succeed.
Retirement Benefits Rank
Market Leading
MOYLAN KROPP LLC
MOYLAN KROPP LLC
Omaha, Nebraska
1-24 employees
Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client. Our specialty is bringing all aspects of your financial and non-financial life into focus and then creating a realistic plan for the most efficient way to reach your unique goals. We work as a team, and we seek to develop long-term relationships with our clients. Four Certified Financial Planner Professionals, an estate planning attorney, and an accountant are ready to provide you the best service possible. Securities offered through Securities America, Inc. Member FINRA (www.finra.org) /SIPC (www.sipc.org). Kimberly Kropp, Sean Moylan, Patrick Moylan, and Devin Moylan, Registered Representatives. Advisory services offered through Securities America Advisors, Inc. and Arbor Point Advisors. Kimberly Kropp, Sean Moylan, Patrick Moylan, and Devin Moylan, Investment Advisor Representatives. Moylan Kropp, LLC, Arbor Point Advisors, and Securities America companies are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Retirement Benefits Rank
Top Benefits
REGENT FINANCIAL GROUP, INC.
REGENT FINANCIAL GROUP, INC.
Omaha, Nebraska
25-49 employees
"Mortgage Financing Made Easy"
Retirement Benefits Rank
Market Laggard
US ASSETS LLC
US ASSETS LLC
Omaha, Nebraska
1-24 employees
U.S. Assets has been working with County Government throughout the United States for over 22 years. We have established a working relationship that benefits both the community and the county. The collection of property taxes is a high priority for counties as this is what allows them to pay for the continued development and upkeep of their schools, streets, police and fire protection. Without the ability to collect these funds, the community suffers. To assist in this process, the counties will offer delinquent taxes as a lien against the property to outside investors such as ourselves. This allows the county to continue running efficiently, the property owner extra time to pay their taxes and the investor a return on their funds. In the event the property owner does not payback the funds, the county issues the investor a deed to allow them the opportunity to sell the real estate. Through this process, we have developed a portfolio of properties we hope to sell to individuals or companies that will refocus the property and return it to the tax rolls. Please enjoy perusing our site and we look forward to hearing from you.
Retirement Benefits Rank
Market Laggard
SPECTRUM FINANCIAL SERVICES, INC.
SPECTRUM FINANCIAL SERVICES, INC.
Omaha, Nebraska
1-24 employees
Incorporated in 1986 by Ralph Doudera, the primary objective of Spectrum Financial, Inc. (Spectrum) is to achieve consistent rates of return that are in excess of a buy/hold strategy over a complete market cycle and provide liquidity by preserving the purchasing power of the assets under management. Spectrum provides separately managed account portfolios for multiple types of investors and account types including individuals, IRAs, corporate pension, profitsharing, 401K, charitable institutions, foundations, endowments, and trusts through a variety of actively managed strategies. Spectrum has also entered into an agreement with Advisors Preferred (RIA) to provide sub-advisory services to The Spectrum Funds (Spectrum Low Volatility Fund and Spectrum Advisors Preferred Fund). The objective of these funds is to achieve consistent rates of return that are in excess of non-actively managed strategies within the asset category of the funds. Both individual and institutional share classes are available at a variety of custodians. In addition, Spectrum provides model portfolio investment signals which generate buy/sell orders for clients on the Envestnet trading platform. Spectrum strategies strive to avoid declining markets and to participate in rising markets. Spectrum is fully committed to investment research in order to perfect our strategies while listening to our clients. We invite you to transform the way you invest. For additional information and important disclosures, please go to http://investspectrum.com/disclosures.htm For additional information regarding The Spectrum Funds including prospectuses please visit http://www.thespectrumfunds.com/
Retirement Benefits Rank
Top Benefits