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Showing 1 - 6 of 6 results
D J ST GERMAIN COMPANY INC
D J ST GERMAIN COMPANY INC
Springfield, Massachusetts
25-49 employees
St. Germain's mission is to manage investments based on our clients'​ goals while delivering exemplary, personalized service regardless of the size or scope of their assets. First and foremost, we are relationship managers focused solely on managing your wealth. We are privately owned and have been since 1924. Our competency is in preserving your assets based on your interests and yours alone. It is a competency that addresses long-term investment opportunities and solutions that benefits you and future generations.
Retirement Benefits Rank
Market Competitive
MANCHESTER CAPITAL MANAGEMENT, LLC
MANCHESTER CAPITAL MANAGEMENT, LLC
Manchester, Vermont
25-49 employees
EVERY CLIENT’S SUCCESS IS ONE OF A KIND. AS IS MANCHESTER’S. We are a true multi-family office guided and owned by the families and partners we serve. We’ve pioneered innovative investment strategies, including direct real estate, and developed family office services that have transformed the concept. We help families navigate through an ever more challenging world.
Retirement Benefits Rank
Market Competitive
BOUCHEY FINANCIAL GROUP, LTD.
BOUCHEY FINANCIAL GROUP, LTD.
Troy, New York
1-24 employees
Since 1995 Bouchey Financial Group has provided personalized wealth management services for individuals, families and businesses. As an independent firm we are able to remove the conflicts of interest that may exist and act as a fiduciary for our clients. It is through our successful stewardship of our clients'​ financial situation that they have entrusted us to manage over $900 million in assets on their behalf.
Retirement Benefits Rank
Market Leading
SECURE ENERGY SOLUTIONS LLC
SECURE ENERGY SOLUTIONS LLC
East Longmeadow, Massachusetts
25-49 employees
As one of New England's original energy management companies, Secure Energy has been a trusted vendor partner, aggregator, and authorized broker for leading national suppliers since the infancy of the energy management industry. Let our team with 175 years of combined experience guide your organization through the critical steps required to successfully manage today's energy options. Our mission is to develop and maintain long term-client relationships by designing and implementing comprehensive energy management strategies that communicate market knowledge, leverage supplier relationships, identify unique product options, and deliver innovative solutions. Call 800-655-9818 to schedule a meeting with one of our energy specialists and visit our web page to learn more about the Secure Energy difference www.sesenergy.org.
Retirement Benefits Rank
Below Market
COBURN & MEREDITH, INC.
COBURN & MEREDITH, INC.
Simsbury, Connecticut
1-24 employees
• Analyzed biotechnology companies and wrote user-friendly equity research reports for asset management firms to make buy-sell-hold decisions • Rebuilt discounted cash flow models and sum-of-parts valuation models, using the most updated numbers from the latest earnings calls and conference presentations, to determine companies’ one -year target price for asset management firms to make buy-sell-hold decisions • Forecast income statements, balance sheets, and analytical cash flow statements for the next five years to determine the fair value of companies’ equity securities in Coburn and Meredith’s stock portfolio • Built a discounted cash flow model for Transocean in the energy sector that could produce a one-year target price when you input a growth rate to determine the fair market value of its equity securities • Analyzed and pitched companies in various sectors to the Senior Vice President to determine whether they were suitable for Coburn and Meredith’s investment strategy and portfolio
Retirement Benefits Rank
Market Laggard
LOOMIS & CO., INC.
LOOMIS & CO., INC.
Niskayuna, New York
All Size Average employees
-Performed standard clerical & administrative duties for an investment bank, including managing calendars & schedules of CEO and other revenue-producing officers, data entry, coordinating travel, filing, transcription, proofreading and editing of correspondence, answering telephones, and interfacing with clients. -Directed the daily operation of the office, ordering supplies, contacting third-party vendors to support operations, preparing monthly invoices, designing & distributing marketing materials, and assisting with the preparation of presentations, appraisals, analyses, and valuations for clients.
Retirement Benefits Rank
Top Benefits