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Showing 1 - 12 of 25 results
CONFLUENCE INVESTMENT MGMT., LLC
CONFLUENCE INVESTMENT MGMT., LLC
St. Louis, Missouri
50-99 employees
Confluence Investment Management LLC is an independent Registered Investment Advisor located in St. Louis, Missouri. We provide professional portfolio management and advisory services to institutional and individual clients. Our investment philosophy is based upon independent, fundamental research that integrates our evaluation of market cycles, macroeconomics and geopolitical analysis with our value-driven, fundamental company-specific approach. Our portfolio management philosophy begins by assessing risk, and follows through by positioning clients to achieve their income and growth objectives. The Confluence team is comprised of experienced investment professionals who are dedicated to an exceptional level of client service and communication. We develop innovative investment products for our clients, and our disciplined investment process and performance has stood the test of time across a broad range of economic and market cycles. http://www.confluenceinvestment.com/assets/docs/2014/Social_Media_Disclosures_9-10-14.pdf
Retirement Benefits Rank
Top Benefits
ACROPOLIS INVESTMENT MANAGEMENT, LLC
ACROPOLIS INVESTMENT MANAGEMENT, LLC
Chesterfield, Missouri
25-49 employees
Acropolis manages/advises on more than $2 billion for high net worth individuals, institutional investors and retirement plan trustees (401k, profit sharing, etc.). Acropolis is a Registered Investment Advisor and serves clients as a fiduciary with fee-only arrangements. We pride ourselves on our dedication to trusted advice and exceptional service.
Retirement Benefits Rank
Top Benefits
FIRST HEARTLAND CAPITAL, INC.
FIRST HEARTLAND CAPITAL, INC.
Lake St. Louis, Missouri
25-49 employees
First Heartland is an independently owned broker dealer, brokerage general agency and registered investment advisor, offering a proven infrastructure of support and service and an experienced staff to assist financial professionals like you on the journey to success. FHC’s flexible and innovative technology solutions optimize performance, simplify processing, and enhance field communication. Our truly independent status allows us to provide you with an extensive variety of products without bias. If you are seeking a team that can offer you a paramount level of service, we are confident you will find First Heartland to be the perfect fit.
Retirement Benefits Rank
Top Benefits
WEDGEWOOD PARTNERS, INC.
WEDGEWOOD PARTNERS, INC.
St. Louis, Missouri
1-24 employees
Wedgewood Partners Inc is an Investment Management company located in 9909 Clayton Rd Ste 103, Saint Louis, Missouri, United States.
Retirement Benefits Rank
Top Benefits
ARGENT CAPITAL MANAGEMENT LLC
ARGENT CAPITAL MANAGEMENT LLC
St. Louis, Missouri
25-49 employees
Since 1998, Argent Capital Management has been helping institutional investors, investment advisors and high net worth individuals meet their investment goals. We are a boutique investment management firm specializing in U.S. equities. Our focus is on seeking attractively valued, enduring businesses that have the potential for superior investment results over the long term.
Retirement Benefits Rank
Market Leading
JA GLYNN & COMPANY
JA GLYNN & COMPANY
Saint Louis, Missouri
1-24 employees
JAG Capital Management actively invests for institutions and individuals in highly selective, customizable, and nimble equity and fixed income strategies. JAG is boutique, independent, and employee-owned with offices in St. Louis and Chicago.
Retirement Benefits Rank
Below Market
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RIVERVEST VENTURE MANAGEMENT, LLC
RIVERVEST VENTURE MANAGEMENT, LLC
St. Louis, Missouri
1-24 employees
RiverVest Venture Partners® is a leading venture capital firm building life science companies to address significant unmet needs of patients and deliver consistently strong returns to investors. With headquarters in St. Louis and offices in San Diego and Cleveland, RiverVest accesses forward-thinking research and clinical expertise at leading institutions across the country to found and fund biopharma and medical device companies. Entrepreneurs turn to RiverVest for the scientific, operational, financial, and investment expertise they need to achieve long-term success. RiverVest is committed to doing business the right way to deliver the best outcomes for patients, entrepreneurs and investors. Established in 2000, RiverVest has funded more than 60 innovative life science companies and has assets under management of approximately $750 million. For more information, please visit http://www.rivervest.com.
Retirement Benefits Rank
Market Leading
STERN BROTHERS & CO.
STERN BROTHERS & CO.
St. Louis, Missouri
25-49 employees
Stern Brothers is one of the nation’s largest certified 100% woman-owned, woman-led WBE certified investment banks on the country. We provide Municipal and Corporate Finance, Underwriting, Private Placement, Credit Enhancement and Remarketing Services for clients across the country. Stern's principal focus is public, corporate and infrastructure finance. For over 100 years Stern has helped organizations achieve their financing goals by providing investment banking solutions, including underwriting, remarketing, and sales & trading of fixed and variable rate municipal securities nationwide. Our status, transactional experience, seasoned professionals, and innovative financing ideas offer a depth and breadth that allows our clients to meet their capital and diversity objectives.
Retirement Benefits Rank
Market Competitive
MATTER LLC
MATTER LLC
St. Louis, Missouri
25-49 employees
matter® is the leading branding agency in the Middle East, specializing in creating brands with a strong brand story and personality. Our view of branding is the cause behind our unique methodology, the one that we’ve worked on developing based on our belief that each brand consists of certain elements. Each element is developed enough to stand strong on its own, creating a comprehensively strong brand when fused together. Our tried and tested methodology stems from our need to delve deeper into the heart of matters, thereby being founded on the basis of science, but executed through our passion for art. Our achievements are measured by our brands'​ well-sustained success, and their ability to strive in the real world based on understanding business objectives, brand gap, target needs, and competition analysis, which is why we’ve learned to always strike the right balance between art and science in a way that promotes the perks of being different.
Retirement Benefits Rank
Top Benefits
ARGOS FAMILY OFFICE, LLC
ARGOS FAMILY OFFICE, LLC
St. Louis, Missouri
25-49 employees
Coupling our professional experience with expert knowledge across all the areas that impact wealth, we help families create smart, forward-thinking plans for their futures. Our accounting, legal, tax, bill pay and concierge professionals collaborate in real time, reviewing our clients’ opportunities and goals from all angles to help them achieve their goals. Working through similar situations faced by all of our families, we are able to share experiences and opportunities so all benefit.
Retirement Benefits Rank
Market Leading
ARCHFORD CAPITAL STRATEGIES
ARCHFORD CAPITAL STRATEGIES
Swansea, Illinois
25-49 employees
Archford Capital Strategies is an independent wealth management firm. Our sole mission is to help our clients – high-net-worth individuals and families, closely-held companies, entrepreneurs, executives and families in transition – incorporate clear, effective and comprehensive strategies designed to not only facilitate their finances, but their lives. Specific obligations require specific solutions; we’ll align those individual goals within your overall financial framework so that collectively you’re moving ever closer to your ultimate objectives. You can also contact us at 618.416.7085. https://archfordcapital.com/social-media-disclosure-statement/ Securities offered through Purshe Kaplan Sterling Investments, Inc. Member FINRA/SIPC, Headquartered at 80 State St. Albany, NY 12207 Purshe Kaplan Sterling Investments and Archford Capital Strategies are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Please note that nothing on this page should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing is intended to be, and you should not consider anything to be direct investment, accounting, tax or legal advice to any one investor. Consult with an accountant or attorney regarding individual accounting, tax or legal advice. No advice may be rendered unless a client service agreement is in place. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.
Retirement Benefits Rank
Market Leading
CLAYTON FINANCIAL GROUP
CLAYTON FINANCIAL GROUP
Saint Louis, Missouri
1-24 employees
Clayton Financial Group partners with individuals and families to create customized investment, financial, tax, estate, and risk management solutions that enable its clients to develop plans and achieve their goals. The firm was founded by partners with over 50 years of collective experience in helping clients navigate the complex sea of investment options, tax and estate planning, risk management, charitable giving, and business succession using state-of-the-art resources, tools, technology, and partnerships. The current Managing Directors own Clayton Financial Group and are defiantly independent to serve best its clients' needs rather than the needs of a corporation or many shareholders. To provide completely objective counsel to its clients, the firm's compensation model is fee only; no commissions are received for any investment or insurance products offered. The firm manages assets of over $ 1.5 billion in over 35 states.
Retirement Benefits Rank
Top Benefits