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Showing 1 - 12 of 38 results
WEALTH ENHANCEMENT GROUP, LLC
WEALTH ENHANCEMENT GROUP, LLC
Plymouth, Minnesota
500+ employees
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
Retirement Benefits Rank
Top Benefits
PINE RIVER DOMESTIC MANAGEMENT L.P.
PINE RIVER DOMESTIC MANAGEMENT L.P.
Minnetonka, Minnesota
25-49 employees
Pine River Capital Management is a global asset management firm focusing on relative value strategies across a full range of financial markets. Founded in early 2002, Pine River has grown into a leading asset manager, attracting top talent and making significant investments in operational infrastructure and risk controls. The firm provides investment solutions to qualified clients across two actively managed platforms: hedge funds and separate accounts. Pine River operates out of offices in Minnetonka, New York, and Florida.
Retirement Benefits Rank
Top Benefits
STEARNS FINANCIAL SERVICES, INC.
STEARNS FINANCIAL SERVICES, INC.
St Cloud, Minnesota
100-499 employees
Stearns Financial Group, (“SFG”) offers personalized financial planning, investment management, wealth management, and investment consultancy services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and businesses. SFG’s advisory services are tailored to the individual needs of our clients. SFG is a member of the Hightower Advisors network. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
Retirement Benefits Rank
Market Leading
GARDA CAPITAL PARTNERS, LP
GARDA CAPITAL PARTNERS, LP
Wayzata, Minnesota
100-499 employees
Garda Capital Partners has over 20 years of experience deploying relative value strategies across fixed income markets for institutional investors. Garda embraces one investment strategy with one focus: Protect and grow capital for institutional investors who entrust their money to Garda so they can deliver on their promises to their stakeholders. Garda's approach to fixed income relative value investing, their integrity, has earned the trust of investors and counterparties over many market cycles. Garda has offices in Wayzata, Minnesota; New York City, New York; Scottsdale, Arizona; West Palm Beach, Florida; Geneva, Switzerland; Copenhagen, Denmark; and Singapore.
Retirement Benefits Rank
Top Benefits
CPC MANAGEMENT LLC
CPC MANAGEMENT LLC
Wayzata, Minnesota
100-499 employees
Our mission is to buy, build, and hold great businesses, with a focus on innovation, workforce development, and the adoption of new technologies and supply chain improvements. CPC deeply believes in the power of compounding returns, and that the best way to grow wealth over time is by investing in great businesses. Our perpetual structure enables us to hold such businesses for the long term, exiting when it makes sense rather than on a fixed timeline. Our strategies, based on what we call the Flywheel for Perpetual Value Creation, are designed to create defensible, long-term value for the benefit of our Company, our shareholders, employees, customers and communities.
Retirement Benefits Rank
Market Leading
OPPIDAN INVESTMENT COMPANY
OPPIDAN INVESTMENT COMPANY
Excelsior, Minnesota
25-49 employees
Twin Cities-based Oppidan Investment Company is a national property development firm offering a full range of real estate services including asset management, brokerage services, construction management and project management. Since our founding in 1991, Oppidan has successfully developed in excess of 450 projects valued at more than $3.0 billion and spanning 15.8 million-square feet throughout 35 states and parts of Canada. Over the years, Oppidan’s range of clients has grown to include not only retailers but also banking, recreation, medical, office, industrial, nonprofit, residential apartments and senior housing, and more. We are most notably recognized for our work with industry leading businesses Orchard Supply Hardware, Duluth Trading Company, Goodwill, General Electric, Shopko, Carbo Ceramics, Ebenezer, and FreshThyme. Oppidan is the preferred developer for Lowe's, a Orchard Supply Hardware chain, helping them grow and redevelop throughout the nation. Oppidan has a reputation for being fast, being flexible, and being value-oriented while meeting our clients’ needs and exceeding their expectation. We also have a reputation for offering broad thinking and unprecedented depth of experience that defies our size. We believe it is our ability to live up to this reputation that has led every single Oppidan client over the past 27 years, to become a repeat client. Today, Oppidan remains at the forefront of the ever-changing real estate industry, helping our clients find the right properties in the right locations, at the right price so they can grow their business.
Retirement Benefits Rank
Below Market
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OCTAVUS GROUP, LLC
OCTAVUS GROUP, LLC
Excelsior, Minnesota
25-49 employees
Octavus sources a variety of alternative investment products, including private equity, hedge fund strategies, managed futures, and REITs. Octavus and its wholly owned subsidiary broker/dealer, Octavus LLC, market selected alternative investment products to a number of U.S. brokerage and independent financial planning firms and assists those firms in accessing alternative investment solutions for their clients.
Retirement Benefits Rank
Market Leading
NORTH SKY CAPITAL, LLC
NORTH SKY CAPITAL, LLC
Wayzata, Minnesota
1-24 employees
North Sky Capital is a pioneer in impact investing in the United States. Now in its 24th year, North Sky has deployed more than $1.3 billion across 140+ impact investments. The firm has two flagship investment strategies: impact secondaries (private equity) and sustainable infrastructure (direct). Both strategies support positive environmental and social impact while targeting market rate investment returns. North Sky has been an active impact investor since the beginning of the modern era of private markets impact investing in 2005-6. Founded in 2000, we have raised more than $1.7 billion of investor commitments. Since 2003, we have been playing an innovative and leadership role in the impact investment marketplace. We identify and invest in companies, private equity funds and infrastructure projects focused on making the world a better place. In 2005, North Sky launched the first impact fund of funds in North America. We have continued to innovate in this market, launching the first impact secondaries fund in 2013. Today, our Impact Secondaries Funds are the leading liquidity providers to impact investors worldwide. During the Great Recession, we identified an opportunity to invest in clean energy infrastructure projects in North America, while also creating high-paying construction jobs. We raised our first Infrastructure Fund in 2010 and have since created approximately 3.3 GW of new clean power generation and storage capacity in North America. To date, we have invested $635 million in 36 projects, creating more than 2 million green job hours. Together with our clients, we have created one of the most impactful investment platforms focused on private markets in North America. We continue to collaborate with our clients to do even greater things tomorrow. For more information, visit northskycapital.com
Retirement Benefits Rank
Top Benefits
MERCED CAPITAL, L.P.
MERCED CAPITAL, L.P.
Minnetonka, Minnesota
1-24 employees
Merced Capital is an opportunistic investment firm founded in 1988 by the team responsible for the development of Cargill's Financial Markets Department. The team averages nearly thirty years of experience in alternative investing and has been working together at Merced Capital for over fifteen years. The team seeks niche, complex, off-the-run investments.
Retirement Benefits Rank
Market Laggard
CHERRY TREE COMPANIES, LLC
CHERRY TREE COMPANIES, LLC
Minnetonka, Minnesota
25-49 employees
Cherry Tree & Associates is a Minneapolis-based private investment banking firm with more than four decades of transaction experience. Our primary focus is Sell-Side M&A engagements with middle market companies where ownership wants to either realize their liquidity goals or desires to recapitalize their business to better position it for future growth. Additionally, we represent Buy-Side clients in their efforts to add acquisitions to complement their organic growth efforts. We have an exceptional team of dedicated investment banking professionals, many of which have had C-level operating experience in their backgrounds as CEOs or CFOs. They collectively represent hundreds of years of transaction and operating experience. The backgrounds of our Managing Directors and Associates includes extensive M&A transaction and financing experience as well as operating roles as CEOs and CFOs of growth companies. Our leadership team has held positions on over 80 boards of directors and through our previous management of four private equity/venture capital funds, we have developed a unique understanding of how Private Equity firms operate and make decisions. Our firm has advised on over $4 billion of M&A and financing transactions. If you are looking for Cherry Tree Wealth Management, please visit www.cherrytreewealth.com.
Retirement Benefits Rank
Market Laggard
FELTL AND COMPANY
FELTL AND COMPANY
Plymouth, Minnesota
1-24 employees
• Developed new branches with independent rep's who were looking for not only a high payout, but also looking for all the perks of an "employee" position • Led growth and development efforts • Expanded geographical footprint • Hired many positions within the financial firm and was responsible for developing interviewing and hiring protocol • Assisted branch headquarters in handling an expansion
Retirement Benefits Rank
Market Competitive
MODUS ADVISORS, LLC
MODUS ADVISORS, LLC
Excelsior, Minnesota
1-24 employees
Modus Advisors provides fee-based financial planning, retirement planning, and investment management services. We manage investment portfolios for successful individuals and families. Modus Advisors, LLC is a Registered Investment Advisor (RIA). A successful financial planner since 1985, Tad Weiss founded Modus Advisors in 2009 to meet a growing client need. Tad saw that the financial planning marketplace was becoming increasingly complex. He felt that what the financial services world needed most was an improved method to develop and deliver unbiased, easy-to-understand financial planning results. To provide these results-focused solutions, Tad founded Modus Advisors and the Modus Method was born. Modus Advisors is an independent firm, with the freedom to recommend investments without bias or conflict of interest. We are committed to forming long-term, meaningful partnerships with our clients. www.ModusAdvisors.com [email protected] 952-946-1000
Retirement Benefits Rank
Market Competitive