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Showing 1 - 12 of 12 results
HANLON INVESTMENT MANAGEMENT, INC.
HANLON INVESTMENT MANAGEMENT, INC.
Egg Harbor Twp, New Jersey
1-24 employees
Hanlon is an innovative, New Jersey based, asset management firm with more than 20+ years experience partnering with planning minded financial advisors in delivering personal & proven outcomes to clients nationally. We have dedicated our two decades of service to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from a select list of custodian, see intraday account activity, open accounts with an innuitive investment proposal tool and receive unlimited account aggregation. In addition, we provide a next-generation income planning process allowing you and your clients to create an interactive, personal written income plan with customized investment execution. Delivering and enabling successful client outcomes is our business and passion.
Retirement Benefits Rank
Market Competitive
TOEWS CORPORATION
TOEWS CORPORATION
Northfield, New Jersey
25-49 employees
Toews Asset Management is an SEC-registered investment advisor established in 1994. Toews builds and manages portfolios that primarily seek to reduce the risk of loss in crisis environments, as well as attempt to participate in market gains. Toews offers expertise in both equity and fixed income markets, including options hedged strategies. Toews’ process isn’t based primarily on subjective or predictive methodology. Alongside in-depth research, Toews uses a price-reactive algorithm that provides a rules-based signal for investment exit and reentry points. Toews is evolving the practice of applied behavioral finance to design and implement plans of action for investors ahead of market disruptions and attempt to address market risks. With representatives in New York City and across the U.S., Toews manages more than $1 billion in risk management strategies across its mutual funds, ETFs, and separately managed accounts. For more information, visit: http://toewscorp.com/ See Important Disclosures: https://toewscorp.com/disclosures/
Retirement Benefits Rank
Below Market
FORTRESS FINANCIAL LLC
FORTRESS FINANCIAL LLC
Ocean City, New Jersey
1-24 employees
-Interned as an assistant to certified financial advisor, who specialized in assisting qualified individuals, families and business owners. -We were able to help clients pursue lifelong investment goals with safe and sound financial strategies.-Reviewed individual client portfolios, used objective financial advice and investment management strategies to tailor a portfolio for their own personal situations.
Retirement Benefits Rank
Below Market
MOONPAY USA LLC
MOONPAY USA LLC
Dover, Delaware
50-99 employees
We are MoonPay. Architects of the future, inventors, artists, and authors of innovation. Our vision? To unlock digital ownership for everyone. We are onboarding the world to Web3, where people can own and control their digital identity, data, property, and money. MoonPay is the world’s leading Web3 infrastructure company. We provide end-to-end solutions for payments, enterprise-scale smart contract development, and digital asset management. Many of the world's most iconic brands rely on MoonPay to power their Web3 strategies and ideas. Now boarding the next generation of leaders. Come help us build what's next.
Retirement Benefits Rank
Market Competitive
HFM INVESTMENT ADVISORS, LLC
HFM INVESTMENT ADVISORS, LLC
Glassboro, New Jersey
1-24 employees
HFM Investment Advisors is an independent, fee-only financial planning and investment management firm that utilizes education based on Nobel prize-winning academic research to help clients invest to achieve their goals. We are dedicated to providing the professional advice and strategies to help guide your family’s financial future. Our clients are never database entries, but families and individuals that we have known and served for decades. We are personally involved in their lives as they are in ours. We are your guide to managing your family’s or company’s financial plan for the long-term. Focusing on the intersection of the things that matter to you and the things you can control, we align your family values with your capital and, if appropriate provide, you with a financial and action plan to follow. _____________________________________________________ HFM Investment Advisors, LLC (HFM) is a registered investment adviser. This platform is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. HFM does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Retirement Benefits Rank
Market Competitive
BLACK DIAMOND FINANCIAL SOLUTIONS, INC.
BLACK DIAMOND FINANCIAL SOLUTIONS, INC.
Rehoboth Beach, Delaware
1-24 employees
Wealth management is evolving, and Black Diamond aims to keep its clients ahead of the curve.
Retirement Benefits Rank
Below Market
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MAIN STREET INVESTMENT GROUP
MAIN STREET INVESTMENT GROUP
Pitman, New Jersey
1-24 employees
Whether you want your retirement plans managed, help choosing insurance, or prefer to invest in a managed-asset plan, Main Street Investment Group has the expertise and tools. We’ll create a personalized plan for each client. We know you’ve worked hard for your money and our professional financial advisers will share their expertise in everything from retirement planning to education planning to divorce planning to make your financial life carefree.
Retirement Benefits Rank
Market Competitive
COMPASS INVESTMENT ADVISORS, LLC
COMPASS INVESTMENT ADVISORS, LLC
Dover, Delaware
1-24 employees
Compass Investment Advisors is an independent financial planning and investment management firm committed to delivering first class planning advice, a risk-managed investment process, and the highest level of client service. Our mission is to be a positive and meaningful force in our clients life journey. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Compass Investment Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Below Market
REICH ASSET MANAGEMENT, LLC
REICH ASSET MANAGEMENT, LLC
Marmora, New Jersey
1-24 employees
• Ensure daily business operations run smoothly and efficiently.• Translate the company’s strategic goals into operational plans and ensure their execution.• Identify inefficiencies in processes and implement improvements to enhance productivity and reduce costs.• Lead and mentor team members to align with company goals.• Ensure operations align with the intent to deliver high-quality products/services and an excellent customer experience.• Ensure the company attracts, retains, and develops talent that aligns with the firm culture.• Contribute to the development of the company’s overall strategy in collaboration with the partners and other senior executives.• Responsible for business results/metrics reporting aimed at improving data-driven decision making• Oversee the integration of new technologies and ensure all operation systems are optimized.• Manage marketing initiatives.
Retirement Benefits Rank
Market Leading
LOKKEN INVESTMENT GROUP, LLC
LOKKEN INVESTMENT GROUP, LLC
Lewes, Delaware
1-24 employees
My responsibilities include but are not limited to educating clients on account service and capabilities (e.g. how to read statements, how to use Online Access, paperless option), process account service request, collect necessary documentation to set up new accounts, assist with on-boarding of new team members, maintain client contact system with up to date client information, enter trade orders, direct incoming phone calls to appropriate team members, cashiering, assure that compliance files are kept in accordance with specific rules.
Retirement Benefits Rank
Market Competitive
DVX VENTURES
DVX VENTURES
Dover, Delaware
1-24 employees
We’re on a mission to create a company that creates great companies. We follow a repeatable process — defining a hypothesis, researching and testing it vigorously, assembling the world class team to build a product, iterating the solution to find product-market and go-to-market fit, and then hatching and scaling breakthrough businesses. We build companies primarily based on our own ideas and with our infrastructure and initial teams. As such, we can grow businesses faster and have a much higher success rate. We’ll Get There by… Obsessing over our customers — We build insanely great products that make our customers’ lives better. We provide a perfect customer experience - every time. We build diverse teams to ensure our products and services reflect the perspectives, experiences, and needs of all our potential customers. Empowering our team of Experts — We attract best-in-class talent across a variety of disciplines, that share our mission, motivation, and sense of purpose, to form great teams. We give each other high trust and high agency. We speak directly to each other and are grateful for feedback. We are dynamic is how we place talent into new challenges and evolving opportunities across the portfolio. We will build a positive, motivating, high-performance culture. Leading with a bias for Impact — We solve challenging problems at unprecedented speed. If we can’t find a way, we make a way and battle through, around and over obstacles. Our immediate reaction is to help and we default to “yes”.
Retirement Benefits Rank
Below Market
LF, INC.
LF, INC.
Lewes, Delaware
All Size Average employees
We are an independent financial firm located in Delaware. Our passion is helping great people realize their goals and align their resources to reach them. We especially love helping career Law Enforcement professionals plan for a fulfilling retirement. How can we help you?
Retirement Benefits Rank
Top Benefits