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Showing 1 - 4 of 4 results
NEW COVENANT TRUST COMPANY, NA
NEW COVENANT TRUST COMPANY, NA
Jeffersonville, Indiana
25-49 employees
New Covenant Trust Company is a full-service financial planning, investment management and trust services firm. We empower churches, church institutions and church members to create and sustain healthy and vibrant ministries through faithful stewardship of their investments. As a wholly owned subsidiary of the Presbyterian Church (U.S.A.) Foundation, we are driven by a passion to help our clients thrive while advancing the mission of the church. Serving both institutions and individuals, NCTC offers expert strategy, visioning and guidance on everything from investment advising and portfolio management to charitable trust services and endowments. We believe in building deep and meaningful relationships based on our commitment to the highest integrity. We have been a fiduciary of our congregational, institutional and individual clients’ assets for more than 20 years. As a limited purpose national bank federally regulated by the Office of the Comptroller of the Currency (OCC), we are held to the same rigorous standards as the nation’s largest financial institutions. In addition, our staff has an extensive list of credentials and a long history in investments and trust management that rivals any Wall Street firm.
Retirement Benefits Rank
Market Competitive
CUSTOM DESIGN BENEFITS, LLC
CUSTOM DESIGN BENEFITS, LLC
Cincinnati, Ohio
All Size Average employees
Founded in 1991, Custom Design Benefits is Cincinnati and the Tri-State’s largest independent, full-service Third Party Administrator of self-funded health benefit plans. Through self-funding, we assist employers to take back control by creating a plan that is uniquely designed for their workforce. We offer a complete range of cost containment solutions integrated with our best in class administration and compliance services, including FMLA. We are innovative; CDB is the creator of TrueCost, a nationally recognized Reference-Based Pricing plan built on a unique copay-only plan design, which includes direct hospital contracts. In additional to self-funded medical plans, with CDB, employers can offer popular employee benefits like Dental, Vision, FSAs, HRAs and HSAs on a budget that works for them. Our approach is personalized and professional, with unmatched service every time. It’s time to take control of your health plan, with Custom Design Benefits. 513.598.2929 | 1.800.598.2929 | www.CustomDesignBenefits.com
Retirement Benefits Rank
Market Leading
RED CEDAR INVESTMENT MGMT
RED CEDAR INVESTMENT MGMT
Cincinnati, Ohio
1-24 employees
Red Cedar Investment Management believes that a rigorous, fundamental investment process which focuses on the most attractive securities in the income universe can help produce improved risk adjusted returns for clients. Further, we believe that income is the primary driver of fixed income returns over time and that superior performance can be achieved by finding cheap cash flows via a fundamental value approach. Our flexibility, nimbleness and ability to use a wide range of asset classes provide us with more opportunity to find value than is the norm. This can result in our ability to find opportunities under the radar of larger competitors, and unique potential for our firm to add alpha to client portfolios. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. Red Cedar Investment Management, LLC does not approve or endorse any third-party communications on this site.
Retirement Benefits Rank
Market Leading
BROOKSTONE FINANCIAL
BROOKSTONE FINANCIAL
Jeffersonville, Indiana
1-24 employees
At Brookstone Financial we understand that life is full of twists and turns. People work hard to secure their future. Those years of devotion should not be lost as you near retirement. We know the lifelong goal of a successful retirement is more than a dream. You need someone to help manage the complexities of life: income, health, long term care, taxes, insurance, estate and retirement planning.
Retirement Benefits Rank
Market Laggard