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Showing 1 - 12 of 44 results
STONEX GROUP INC.
STONEX GROUP INC.
Kansas City, Missouri
500+ employees
We connect clients to markets. StoneX Group Inc. (NASDAQ: SNEX) is an institutional-grade financial services franchise, offering advanced digital platforms, end-to-end clearing and execution services and global market expertise to our clients worldwide. Celebrating 100 Years of StoneX
Retirement Benefits Rank
Market Competitive
KORNITZER CAPITAL MANAGEMENT, INC.
KORNITZER CAPITAL MANAGEMENT, INC.
Mission, Kansas
11-50 employees
KCM is a privately held, 100% employee owned corporation, founded in 1989 by John C. Kornitzer. Prior to founding KCM, Mr. Kornitzer was Vice President of Investments for Employers Reinsurance Corp (ERC). He joined ERC in 1978, and managed corporate assets for the company through acquisitions by Getty Oil, Texaco and finally General Electric Investment Corporation (GEIC), where he ran investment portfolios for ERC and GEIC until founding KCM. The firm was created to manage customized portfolios for private clients and institutions. We continue to provide client-focused, personalized money management though our Kornitzer Private Client Services (KPCS) group, and pension, corporate and foundation separate account management through our institutional services group. With our approach to lifetime asset management, KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation and retirement. Over the years, based on client request or need, we formed companies and alliances to better serve specific niches. A trust company was established to administer and custody retirement plans, and provide full personal trust services to individuals. A mutual fund company was formed to handle IRAs and smaller investment accounts.
Retirement Benefits Rank
Market Leading
FCSTONE GROUP, INC.
FCSTONE GROUP, INC.
Kansas City, Missouri
51-200 employees
Fc Stone Llc is a financial services company based out of 1 N End Ave # 1129, New York, New York, United States.
Retirement Benefits Rank
Market Leading
PALMER SQUARE CAPITAL MANAGEMENT LLC
PALMER SQUARE CAPITAL MANAGEMENT LLC
Mission Woods, Kansas
51-200 employees
Founded in 2009 and based just outside of Kansas City, Palmer Square Capital Management is a boutique investment manager specializing in corporate credit and structured credit, currently managing approximately $28.1 billion across various vehicles and strategies for a diverse set of clients that includes institutions, family offices, and registered investment advisory firms (as of 7/31/2023). Our investment team has over a decade of experience working at top investment firms and directly investing opportunistically in credit. Our backgrounds include deep experience in credit, hedging, alternatives, equity, and risk management. For more information about our firm, please visit www.palmersquarecap.com. Third‐party rankings and recognition from ratings services, or publications, are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the adviser. Please read disclosures at www.palmersquarecap.com/legal.
Retirement Benefits Rank
Market Competitive
PROSPERITY ADVISORS, LLC
PROSPERITY ADVISORS, LLC
Overland Park, Kansas
51-200 employees
Workable solutions and support for our clients as they invest for the future, plan for life's transition, get fit to retire and manage portfolios for sustainable income. Each client has a team of dedicated Analysts, Administrators and Advisers that deliver on our core value: "​... it is only by helpings OTHERS prosper, that we prosper ourselves..."​ Prosperity is a choice, the leadership at Prosperity has over 30 years of relevant experience in managing through all kinds of market conditions and financial challenges. 10955 Lowell Avenue, Suite 900, Overland Park, KS 66210 | 913-451-4501 275 Springside Drive, Suite 270, Akron OH 44333 | 330-576-4554 11595 N Meridian Street, Suite 300, Carmel, IN 46032 | 317-844-5100 22 North Erie Street, Toledo, OH 43604 | 419-254-2401 Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Prosperity is under separate ownership from Cetera Advisors, LLC.
Retirement Benefits Rank
Market Competitive
GREAT PLAINS TRUST COMPANY
GREAT PLAINS TRUST COMPANY
Overland Park, Kansas
11-50 employees
No one helps manage your money better. For more than 25 years, Great Plains, a Kansas City-based firm, has specialized in growing and protecting wealth, from asset management to estate and pension planning, wills, trusts and retirement. Our clients are individuals and small-business owners, in the Kansas City area and across the nation, working to secure a better future for their families and employees. With our help, people can protect the assets they have now as well as any inheritance they receive, or leave to loved ones, in the future. When you choose Great Plains, you're partnering up with people who have built real wealth and real businesses for themselves as well as customers. They know firsthand what it takes to face the challenges that individuals and business owners face. It's what makes Great Plains the first name in wealth management. And it's always on a first-name basis. In recent years, our customers have turned to Great Plains of South Dakota for trust management services as well. Great Plains established its South Dakota branch in 2011 to take advantage of the state's favorable laws governing taxation, privacy and creditor protection. We work with clients across the country to ensure that their tailor-made estate plans are protected for future generations.
Retirement Benefits Rank
Market Leading
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
Kansas City, Missouri
11-50 employees
Prairie Capital Management, a SEC registered investment advisor, was established in 1995 in response to clients’ desire for objective, customized, and innovative investment management services. Today, Prairie Capital serves high net worth and ultra-high net worth individuals, family offices, foundations, endowments, and other institutions across the United States.
Retirement Benefits Rank
Market Leading
NUANCE INVESTMENTS, LLC
NUANCE INVESTMENTS, LLC
Kansas City, Missouri
11-50 employees
Value. Delivered. Nuance Investments is a classic value investment firm headquartered in Kansas City. Nuance was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach. The Nuance investment team’s sole focus is generating investment returns for clients by diligently reviewing one company at a time on its own investment merits. Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.
Retirement Benefits Rank
Top Benefits
TRIUNE FINANCIAL PARTNERS, LLC
TRIUNE FINANCIAL PARTNERS, LLC
Overland Park, Kansas
11-50 employees
Money doesn't have to be stressful. Our simple process puts you back in charge of your money, your time, your life, your legacy. Gain financial freedom and live your dream life. For individuals & families: Our simple process can help you to stop worrying about money, gain clarity, and accomplish your goals. For business owners: We simplify your 401(K) plan duties for you, so you can get back to your real work. For veterinarians: You face unique challenges as a vet practice owner, and we help you reduce anxiety, make wise decisions, and achieve your dream life. Let's have a free, no-obligation conversation to see if we're a good mutual fit.
Retirement Benefits Rank
Market Leading
MERITAGE PORTFOLIO MANAGEMENT INC.
MERITAGE PORTFOLIO MANAGEMENT INC.
Overland Park, Kansas
500+ employees
Some might say it's important to tell you that we've been around since 1985. Or that we've won a slew of awards ranging from Forbes'​ Platinum 400 Best Big Companies of America to being the recipient of Texas'​ Builder of the Year five times, or being named ENERGY STAR® Partner of the Year. But we're about practicality and doing things that actually make a difference in your life and the way you live. For instance, you're probably a lot more interested in knowing that Meritage builds new, beautifully designed, energy-efficient homes that can save you as much as 50% on your utility bills.* Or, that we were the first national top 10 homebuilder to have every home we build be 100% ENERGY STAR certified. That means it saves you energy and money. With more than 100,000 homes built, our focus, since day one, has been to build incredible new homes and communities in prime locations for fantastic prices. We build them for real people: People with families and those without; people with everyday, busy lives, and those who are now enjoying a more relaxed lifestyle. But more than anything, we build energy-efficient homes and communities for people who appreciate a home being built the way it can, and should, be built. For you it means having a new home that comes standard with ENERGY STAR features that save money and energy, month after month, at no extra cost to you. Our MISSION STATEMENT: To design and build homes that are innovative, built with care and superior craftsmanship, which deliver enduring value. To create an exceptional experience for our customers and employees through an environment of growth, collaboration and fun.
Retirement Benefits Rank
Market Leading
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NATIONAL ADVISORS TRUST COMPANY
NATIONAL ADVISORS TRUST COMPANY
Kansas City, Missouri
51-200 employees
National Advisors Trust is a premier, independent national trust company. We were founded in 2001 to empower advisors and families to capitalize on the complete value of trusts, create enduring legacies and ensure the protection and continuity of wealth from one generation to the next. We provide a directed trustee model and nationwide trust administrative services delivered by an in-house team with deep expertise and knowledge, decades of proven experience, and a commitment to quality and attention to detail in execution. We are also recognized as one of “America’s Most Advisor-Friendly Trust Companies” – partnering with independent wealth advisors and estate planners across the country. We are dual-chartered—holding both a national trust charter that extends trust services into all 50 states and a progressive South Dakota state trust charter through National Advisors Trust of South Dakota, Inc. to keep clients at the forefront in one of the country’s leading trust jurisdictions. This enables advisors and families to have greater flexibility and more options. At the heart of everything we do is our belief that the estate planning and trusts industry is fundamentally about families and the selfless pursuit of acting today to protect future generations. It’s what inspires us every day to deliver complete trust solutions and exceptional service—and we are proud of the impact we have had over the decades. National Advisors Trust is a wholly-owned subsidiary of National Advisors Holdings, Inc. regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC. National Advisors Trust of South Dakota, Inc. is regulated by the Division of Banking of South Dakota Department of Labor and Regulation. Marketing material is for informational purposes only and is not intended to constitute legal or tax advice. Please consult with a qualified professional regarding your specific circumstances.
Retirement Benefits Rank
Below Market
STEPP & ROTHWELL, INC.
STEPP & ROTHWELL, INC.
Overland Park, Kansas
11-50 employees
Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.
Retirement Benefits Rank
Market Leading