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Showing 1 - 12 of 15 results
WEITZ INVESTMENT MANAGEMENT, INC.
WEITZ INVESTMENT MANAGEMENT, INC.
Omaha, Nebraska
25-49 employees
Research-Driven Investing We don’t rely on Wall Street reports. And we never take shortcuts. Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. Over the past three decades, Weitz has leveraged its research-driven approach to capitalize on investment opportunities that arise out of market inefficiencies. Decisions are backed by thorough research, logical strategies, extensive debate and our team’s personal commitment to long-term results. The Weitz team builds and manages concentrated, high-conviction, actively managed portfolios. Through bottom-up, proprietary research that emphasizes fundamentals, we focus on creating positive results over the long term. We offer a variety of options for investors with different goals and preferences, including equity and fixed income investment strategies. Weitz Securities, Inc. is the Distributor of the Weitz Funds.
Retirement Benefits Rank
Market Leading
AVALON CAPITAL GROUP II, LLC
AVALON CAPITAL GROUP II, LLC
North Sioux City, South Dakota
50-99 employees
Avalon Capital Group, is the wholly owned private investment company with diverse interests, including public and private investments in real estate, technology, health care, finance, and entertainment. It was founded by Ted Waitt, co-founder of Gateway, Inc. Avalon has offices in La Jolla CA and North Sioux City SD. Avalon created and supports the Waitt Foundation and Waitt Institute. Waitt Foundation (https://www.waittfoundation.org/) focuses on restoring our oceans to full productivity. Given the rapid decline of marine resources, the mission of the Waitt Foundation is to protect and restore ocean health. The Foundation funds initiatives globally with a focus on marine protected areas and sustainable fishing policy and practice. We provide grants, technical assistance, strategic advice, and support innovative ocean science. For maximum impact, we partner with unique coalitions of governments, funders, NGO, academics, and businesses. Waitt Institute endeavors to ensure ecologically, economically, and culturally sustainable use of ocean resources. The Institute partners with governments committed to developing and implementing comprehensive, science-based, community-driven solutions for sustainable ocean management. Our goal is to benefit coastal communities while restoring fish populations and habitats. Our approach is to engage stakeholders, provide the tools needed to design locally appropriate policies, facilitate the policy-making process, and build capacity for effective implementation and long-term success.
Retirement Benefits Rank
Market Competitive
CALMWATER FINANCIAL GROUP LLC
CALMWATER FINANCIAL GROUP LLC
Norfolk, Nebraska
1-24 employees
CalmWater Financial Group® is the independent financial planning firm that simplifies your financial life by providing credible knowledge and trusted service to you and those you love. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. CalmWater Financial Group, 3204 W Benjamin Ave. Suite 200, Norfolk, NE 68701, 800-850-6827. This communication is strictly intended for individuals residing in the states of AZ, CO, IA, IN, KS, MN, NE, SD, TX, VA, WI, AL, FL, MI, NV, OH, SC, ND, MO, NY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Top Benefits
ALLEN CAPITAL GROUP, LLC
ALLEN CAPITAL GROUP, LLC
Grand Island, Nebraska
25-49 employees
Allen Capital Group is a comprehensive financial planning firm specializing in portfolio management and estate planning, serving clients across the United States. Our clients include individuals, businesses, trusts, foundations, and pensions. Our core approach is simple, yet our strategies are complex. The core of our investment philosophy is to manage risk. We seek to provide capital appreciation through capital preservation. Lowering downside volatility in portfolios allows investors to keep more of what they have and earn more in an up market. Our job is to gauge the ability of our clients to weather downside volatility and position them appropriately. Our estate planning clients experience one thing, service. Our goal in the estate planning process is to make sure that your family and you are taken care of during health, sickness, and death. We coordinate trust planning for our clients by helping them decide what documents and tools are appropriate for them. Next, we arrange the drafting of the appropriate documents with one of several reliable, experienced attorneys. We then handle the funding of the trust and make sure that all assets are accounted for and in proper ownership. This ensures that the trust is an effective document. The funding of the trust and tracking of assets lasts indefinitely. We are independent: that is what makes us different. We pledge allegiance to our clients, not to a bank, brokerage firm, or specific mutual fund company.
Retirement Benefits Rank
Below Market
REGENT FINANCIAL GROUP, INC.
REGENT FINANCIAL GROUP, INC.
Omaha, Nebraska
25-49 employees
"Mortgage Financing Made Easy"
Retirement Benefits Rank
Market Laggard
DAVID M. FIALA LTD.
DAVID M. FIALA LTD.
Lincoln, Nebraska
25-49 employees
FuturesOne is a Commodity Brokerage and Risk Management firm based out of Lincoln, NE. FuturesOne's mission is to provide risk management guidance, recommendations, and current market information tailored to our customer's personal and business needs. While maintaining integrity and small-town values one expects in the agricultural industry. There is risk of loss in trading futures and options. Past performance is not indicative of future results.
Retirement Benefits Rank
Market Competitive
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BRIDGEPOINT HOLDINGS NE, LLC
BRIDGEPOINT HOLDINGS NE, LLC
Lincoln, Nebraska
1-24 employees
Bridgepoint Investment Banking is a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint is a tenacious, creative and results-oriented boutique investment bank focused on impact and value creation for the companies we serve. We provide confidential, independent and unconflicted solutions and strategic advice. We have an unequivocal focus on our clients and their prosperity. We measure our performance by the long-term success of our clients. Together, Bridgepoint principals have more than 360 years of investment banking experience, allowing us to provide our clients with Wall Street-quality experience and deep national and international funding and buyer connectivity. We have successfully moved more than $381 billion of capital across 460+ completed debt, equity and merger and acquisition transactions. Securities-related services offered through M&A Securities Group, Inc. Any third-party posts linked to this profile should not be considered to represent my view, the views of Bridgepoint Investment Banking or the views of M&A Securities Group, Inc. Bridgepoint Investment Banking is a division of Bridgepoint Holdings NE, LLC
Retirement Benefits Rank
Market Laggard
WERTH WEALTH MANAGEMENT, LLC
WERTH WEALTH MANAGEMENT, LLC
Hays, Kansas
1-24 employees
WERTH WEALTH MANAGEMENT, LLC is a financial services company based out of 1200 Main St, 6th Fl, Hays Kansas, United States. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Werth Wealth Management, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm Source: Forbes.com (January, 2020). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award (32 were from Kansas). This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond Ja
Retirement Benefits Rank
Market Laggard
US ASSETS LLC
US ASSETS LLC
Omaha, Nebraska
1-24 employees
U.S. Assets has been working with County Government throughout the United States for over 22 years. We have established a working relationship that benefits both the community and the county. The collection of property taxes is a high priority for counties as this is what allows them to pay for the continued development and upkeep of their schools, streets, police and fire protection. Without the ability to collect these funds, the community suffers. To assist in this process, the counties will offer delinquent taxes as a lien against the property to outside investors such as ourselves. This allows the county to continue running efficiently, the property owner extra time to pay their taxes and the investor a return on their funds. In the event the property owner does not payback the funds, the county issues the investor a deed to allow them the opportunity to sell the real estate. Through this process, we have developed a portfolio of properties we hope to sell to individuals or companies that will refocus the property and return it to the tax rolls. Please enjoy perusing our site and we look forward to hearing from you.
Retirement Benefits Rank
Market Laggard
COMMODITY SOLUTIONS, INC.
COMMODITY SOLUTIONS, INC.
Norfolk, Nebraska
1-24 employees
Grain Merchandiser: Oversee and coordinate purchase and shipment to two 4 million bu/year feed mills. Coordinate logistics, rates, and delivery of purchased grain. Negotiate and enforce price management with producers and resellers. Complete and issue cash grain contracts. Commodities TraderActively maintain and service of grain and livestock accounts using futures and options. Work with producers to manage risk and maximize farm income. Basis discovery.
Retirement Benefits Rank
Below Market
SPECTRUM FINANCIAL SERVICES, INC.
SPECTRUM FINANCIAL SERVICES, INC.
Omaha, Nebraska
1-24 employees
Incorporated in 1986 by Ralph Doudera, the primary objective of Spectrum Financial, Inc. (Spectrum) is to achieve consistent rates of return that are in excess of a buy/hold strategy over a complete market cycle and provide liquidity by preserving the purchasing power of the assets under management. Spectrum provides separately managed account portfolios for multiple types of investors and account types including individuals, IRAs, corporate pension, profitsharing, 401K, charitable institutions, foundations, endowments, and trusts through a variety of actively managed strategies. Spectrum has also entered into an agreement with Advisors Preferred (RIA) to provide sub-advisory services to The Spectrum Funds (Spectrum Low Volatility Fund and Spectrum Advisors Preferred Fund). The objective of these funds is to achieve consistent rates of return that are in excess of non-actively managed strategies within the asset category of the funds. Both individual and institutional share classes are available at a variety of custodians. In addition, Spectrum provides model portfolio investment signals which generate buy/sell orders for clients on the Envestnet trading platform. Spectrum strategies strive to avoid declining markets and to participate in rising markets. Spectrum is fully committed to investment research in order to perfect our strategies while listening to our clients. We invite you to transform the way you invest. For additional information and important disclosures, please go to http://investspectrum.com/disclosures.htm For additional information regarding The Spectrum Funds including prospectuses please visit http://www.thespectrumfunds.com/
Retirement Benefits Rank
Top Benefits
RETIREPATH ADVISORS, LLC
RETIREPATH ADVISORS, LLC
Fremont, Nebraska
25-49 employees
RetirePath Advisors is a financial planning firm. At our firm, you’ll be treated like family and welcomed into our comfortable, approachable firm. We like to say that we have that “small-town feel." We partner with Thrivent Advisor Network and have access to cutting-edge investments similar to other large firms. We consider it the best of both worlds. We’ve built a reputation with our clients and their families that we uphold through trust, transparency, objective advice, and a high level of care. We believe this attention to our clients is what really sets us apart. RetirePath Advisors may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. RetirePath Advisors and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and RetirePath Advisors are not affiliated companies.
Retirement Benefits Rank
Below Market