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Showing 1 - 12 of 20 results
COOKE & BIELER, L.P.
COOKE & BIELER, L.P.
Philadelphia, Pennsylvania
25-49 employees
Founded in 1949 and located in Philadelphia, Cooke & Bieler, L.P. is an independent investment management firm dedicated to providing exceptional service for a broad base of institutional clients, both domestic and international. With a focus on fundamental research and a long-term investment horizon, the firm seeks to identify high quality, low risk investment opportunities in the value equity universe. As of March 31, 2023, the firm had $10.7 billion in assets under management across six value strategies. This information should not be construed as presenting investment advice and, furthermore, Cooke & Bieler, L.P. may not be registered or qualified to give investment advice in all jurisdictions in the U.S. Any opinions expressed by LinkedIn users, either on this page or elsewhere, are those of the persons submitting the comments or posts and do not represent the views of Cooke & Bieler, L.P. or its management.
Retirement Benefits Rank
Top Benefits
FRANKLIN PARK ASSOCIATES, LLC
FRANKLIN PARK ASSOCIATES, LLC
Bala Cynwyd, Pennsylvania
25-49 employees
Franklin Park is an independent, employee-owned global private markets advisory firm headquartered in suburban Philadelphia, Pennsylvania. We offer customized private investment management solutions for institutional investors in the private equity and debt asset classes.
Retirement Benefits Rank
Top Benefits
MAINLINE INVESTMENT PARTNERS, LLC
MAINLINE INVESTMENT PARTNERS, LLC
Wynnewood, Pennsylvania
100-499 employees
MainLine Investment Partners is a family of companies providing investment advice and portfolio management services to individuals, businesses, and institutions. Our areas of expertise include private equity, real estate and personal financial advisory services.
Retirement Benefits Rank
Market Competitive
LUBERT-ADLER MANAGEMENT, L.P.
LUBERT-ADLER MANAGEMENT, L.P.
Philadelphia, Pennsylvania
25-49 employees
Lubert Adler, headquartered in Philadelphia, Pennsylvania, is an institutional real estate investment manager primarily focused on creating a portfolio of cash flowing rental assets, diversified across asset types and markets within the United States. With over 25 years of investment and acquisition experience – totaling over $9B of equity invested in over $25B of real estate assets – Lubert Adler has cultivated an extensive network of strategic operating partners across the country, leveraging their local market knowledge, together with Lubert Adler’s underwriting expertise to help maximize value. Lubert Adler combines long-term market knowledge and a fiduciary mindset, with a culture of partnership and transparency. Our team works in close cooperation with a carefully cultivated nationwide network of operating partners to focus on attractive risk-adjusted returns to our investment partners while safeguarding their capital.
Retirement Benefits Rank
Market Competitive
RTD FINANCIAL ADVISORS, INC.
RTD FINANCIAL ADVISORS, INC.
Philadelphia, Pennsylvania
25-49 employees
Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations. Our firm offers Personal Wealth Management, Employer Retirement Plan Solutions, Trust Investment Management, and Nonprofit Investment Management. Our philosophy is based on the following core principles: 1) As fiduciaries, we’re always acting in your best interest; our advice is objective, and our fees are clear and transparent. 2) In order to effectively manage your finances we need to get to know you: your goals, aspirations, and challenges. Personal attention is our trademark. Our service, expertise, and advice enable you to focus on what matters most to you. Contact us today to begin a conversation. RTD Financial has offices in Philadelphia, South Jersey, the Main Line and Chester County, in addition to an office in Atlanta. Please note that when sharing third party article the information contained has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.
Retirement Benefits Rank
Top Benefits
SLR HEALTHCARE ABL
SLR HEALTHCARE ABL
Philadelphia, Pennsylvania
1-24 employees
SLR Healthcare ABL is a specialty healthcare lender that is focused solely on providing senior debt financing to healthcare service providers throughout the United States. For over a decade, SLR Healthcare ABL has specialized in Accounts Receivable Financing, which utilizes Medicare, Medicaid and commercial insurance receivables as collateral for loans. Our minimum loan amount is $1M. To qualify for our services, your business must have revenues greater than $10M and have receivables of approximately $2M. We work with healthcare providers that are either growing or facing temporary financial difficulties. Typically, clients come to us seeking alternative financing options for: - A new revolving line of credit - Refinancing any existing debt - Making an acquisition - Financing large renovations Clients Include: - Hospitals - Skilled Nursing Facilities/Nursing Homes - Addiction Treatment Facilities - Behavioral Health Facilities - HME/DME Companies - Diagnostic Imaging Companies - Medical Labs
Retirement Benefits Rank
Market Leading
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NEWCLEUS, LLC
NEWCLEUS, LLC
Yardley, Pennsylvania
25-49 employees
Neal Systems is a provider of instrumentation and automation to the process industrial world. We are a unique hybrid of manufacturer's representative and solution provider, with the ability to commission, calibrate, install, integrate, program, and service the equipment we provide. Our industries of focus are oil/gas, industrial gas, chemical / petrochemical, water / wastewater, food / beverage, pharm/biotech, heat treat, electric utility industries. Our areas of expertise include the following areas: - Industrial process measurements (temperature, pressure, flow, level, liquid analytical) - Hazardous area electrical protection (intrinsically safe, purging, and explosion proof) - Vibration monitoring and rotary machinery protection - Gas leak and flame detection for toxic, flammable, and asphyxiant gases - Control hardware (control valves, regulators, electric heat power controllers) - Controllers and control systems - Data acquisition and reporting - Industrial wireless, Ethernet networking, and cybersecurity - Industrial Displays, HMIs, and process interfaces - Storage Tank Safety Hardware and Level Measurements Founded in 1986, NSI headquarters is located in Newtown, PA, with sales throughout the US. We pride ourselves in top-notch technical expertise coupled with great customer service.
Retirement Benefits Rank
Market Competitive
XPONANCE, INC.
XPONANCE, INC.
Philadelphia, Pennsylvania
25-49 employees
Disclaimer: Please do not share any personal information, investment advice or testimonials about Xponance’s personnel or services on our LinkedIn, Twitter or Facebook pages. Please also do not comment in response to information posted by Xponance. Xponance is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations or other materials from followers or third parties. Any comments posted by LinkedIn, Twitter or Facebook users are those of the persons submitting them and do not represent the views of Xponance or its personnel. We are a multi-strategy investment firm whose primary goal is to be a trusted client solutions partner. Our name is derived from the word “exponent” and dually connotes our core objectives—to be a zealous champion for our clients; and to provide higher level engagement and a broader array of solutions to meet their investment needs. We are employee owned by women and diverse professionals, whose common passion is to do the right thing for our clients and each other. Xponance® is the successor firm representing the integration of two legacy firms, FIS Group, Inc. and Piedmont Investment Advisors, Inc. We offer global and non-U.S. equity investment strategies by harnessing the investment edge and focus of proven entrepreneurial or emerging managers in a tested strategic framework. As a direct investment manager, Xponance specializes in creating systematic, risk controlled active and passive equity strategies. Our active US fixed income strategies span the maturity spectrum and provide income and downside protection through differentiated off-benchmark and off the run securities. Aapryl, a technology company and subsidiary of Xponance, provides a web-based manager performance analytics and portfolio risk management platform that empowers investors. For more information, please contact [email protected].
Retirement Benefits Rank
Market Laggard
SPRING CREEK INVESTMENT MANAGEMENT, LLC
SPRING CREEK INVESTMENT MANAGEMENT, LLC
Philadelphia, Pennsylvania
1-24 employees
Sole in-house legal counsel for a single family office managing the financial investments of Joseph Neubauer, his family trusts, and private foundation. Specialized in complex transactions involving private equity, investment management, corporate finance, real estate, intellectual property, joint ventures, agriculture, green technology, and trusts and estates. • Advised management regarding transactions, liability risk, corporate governance, and employment matters. Drafted and maintained personnel policies. • Managed relationships with outside law firms. Monitored and allocated all legal billing. Collaborated with and facilitated communications between investment team and outside counsel. • Managed deal closings, legal review, and contract negotiations in connection with various fund, separate account, private equity, and credit facility transactions. • Drafted and negotiated purchase agreements, license agreements, investment management and advisory agreements, side letters, operating agreements, confidentiality agreements, and letters of intent.
Retirement Benefits Rank
Market Competitive
INNOVATIVE BENEFIT PLANNING, L.L.C.
INNOVATIVE BENEFIT PLANNING, L.L.C.
Moorestown, New Jersey
25-49 employees
Innovative Benefit Planning is an employee benefit planning and financial services company that combines innovation with integrity for companies across the United States. Our people and experience, coupled with sound financial services, have helped thousands of organizations and their employees achieve their employee benefit planning goals and more.
Retirement Benefits Rank
Market Laggard
TOEWS CORPORATION
TOEWS CORPORATION
Northfield, New Jersey
1-24 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
Market Leading
PRUDENT MANAGEMENT ASSOCIATES
PRUDENT MANAGEMENT ASSOCIATES
Philadelphia, Pennsylvania
1-24 employees
Founded in 1982, Prudent Management Associates is a SEC registered, fee-only investment advisory firm. PMA manages about $1 billion in client assets for high net worth individuals, multi-generational families and not-for-profit organizations. PMA’s guiding investment principle is the management of risk - investors should take no more risk than is required to achieve a return appropriate for a given set of goals. Because investors do not know the future, a steady process that balances the art and science of investing is critical to success. Rigorous analysis and thoughtful pragmatism have been at the core of PMA since its beginning. PMA’s team has been privileged to serve many of our clients for 20+ years and we treasure these relationships; our clients’ interests always come first and their goals are our mission. Read more about PMA's story, investment process and personnel on our website, www.prudentmanagement.com.
Retirement Benefits Rank
Below Market
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