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Showing 1 - 9 of 9 results
FENIMORE ASSET MANAGEMENT, INC.
FENIMORE ASSET MANAGEMENT, INC.
Cobleskill, New York
25-49 employees
Fenimore Asset Management is the investment advisor to the Fenimore Private Client Group (separately managed accounts) and FAM Funds (mutual funds). Our mission is to help investors preserve their wealth and grow it over the long term. To accomplish this, our team of seasoned professionals conducts in-depth, independent research and analyzes the companies behind the investments to gain unique insights. Fenimore uses this first-hand knowledge and a time-tested process to help achieve our investors’ long-term financial goals. Fenimore History Thomas O. Putnam founded Fenimore Asset Management in 1974 as a means to manage family money after the Putnams astutely sold their textile business, Fenimore Fabrics, in Upstate New York. The family knew what it takes to run a successful business and based their investment philosophy on finding companies exhibiting those same quality characteristics. Fenimore Disclosure Fenimore Asset Management, the investment advisor to FAM Funds, does not endorse and is not responsible and assumes no liability for content, products, or services posted by third-parties on this or any Internet or social media site. Past performance is not indicative of future results, current performance may be lower or higher than the performance date quoted. Investment returns may fluctuate; the value of your investment upon redemption may be more or less than the initial amount invested. In part, the purpose of this presentation is to provide investors with an update on financial market conditions. This summary does not purport to be complete and no obligation to update or otherwise revise such information is being assumed. These materials are provided for informational purposes only and are not otherwise intended as an offer to sell, or the solicitation of an offer to purchase, any security or other financial instrument. This summary is not advice or a recommendation. More disclosure info: https://www.famfunds.com/fenimore-asset-management-disclosure
Retirement Benefits Rank
Top Benefits
STRATEGIC FINANCIAL SERVICES, INC.
STRATEGIC FINANCIAL SERVICES, INC.
Utica, New York
25-49 employees
Strategic Financial Services was founded in 1979 under the premise that investors are entitled to the highest level of service possible in the management of their finances. We have grown to a team of thirty-five professionals managing and advising clients on assets of over $1.6 billion. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. With headquarters in Utica, NY, we have additional offices in Syracuse, NY and West Palm Beach, FL. The Strategic team has been recognized by Barron's magazine as one of the nation's Top 100 Financial Advisors three times (2004, 2005, 2006) and as one of the nation's Top 100 Independent Financial Advisors three times: (2007, 2008, 2009).
Retirement Benefits Rank
Market Leading
TRENTON TECHNOLOGY, INC.
TRENTON TECHNOLOGY, INC.
Utica, New York
100-499 employees
Established in 1977 as a refurbishment facility, by 1979 Trenton Technology evolved into a full-service custom manufacturer of printed circuit assemblies, sub-assemblies, and final assemblies. Trenton’s capabilities fit a wide range of customer needs from quick-turn prototyping to complete turn-key production programs. We offer design-for-manufacturing and logistical and supply chain management services, flexible stocking programs, custom test design, conformal coating, computerized product tracking, and a company-wide focus on customer satisfaction.
Retirement Benefits Rank
Market Laggard
ADIRONDACK FINANCIAL SERVICES
ADIRONDACK FINANCIAL SERVICES
Utica, New York
1-24 employees
Adirondack Financial Services is a full-service wealth management and employee benefits firm with a focus on customized solutions for individuals, families, and organizations.
Retirement Benefits Rank
Market Leading
ASCENT WEALTH PARTNERS, LLC
ASCENT WEALTH PARTNERS, LLC
New Hartford, New York
1-24 employees
• Conducted fundamental analysis of individual securities and emerging sectors to assist with portfolio management.• Reviewed and revised existing alternative investments materials for accredited investors.• Alternative investments project included developing supplemental information in high detail for clients.• Completed cybersecurity project which included presenting research and analysis at a firm investment committee meeting. Presentation included recommendations on security selection.• Facilitated customer relations by interacting with clients and meeting their expectations in a timely manner.
Retirement Benefits Rank
Top Benefits
PARADIGM CONSULTING, INC.
PARADIGM CONSULTING, INC.
Utica, New York
1-24 employees
Paradigm Consulting, Inc. (PCI) is a solutions based organization committed to providing leadership and direction to maximize our client's healthcare investments. As a full service employee benefits and health management consulting firm, PCI helps employers address health risks and medical conditions through the implementation of effective employee benefits planning and health and wellness strategies.
Retirement Benefits Rank
Market Competitive
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AGENCYCFO, LLC.
AGENCYCFO, LLC.
New Hartford, New York
1-24 employees
AgencyCFO™ is the industry’s must-have financial resource to fill those missing strategic pieces that are costing your independent insurance agency. As the industry's leading CFO service, we are uniquely designed for independent insurance agencies. We are virtual, fractional and customizable.
Retirement Benefits Rank
Below Market
BRAKELEY BRISCOE INC.
BRAKELEY BRISCOE INC.
Williamstown, New York
1-24 employees
Brakeley Briscoe a full-service, nonprofit consulting company meets clients where they are and helps them solve their current and future needs. Our consultants combine hundreds of years of experience as consultants, chief development officers, and nonprofit executives. We have been there, experienced, and solved the issues that our clients face on a day-to-day basis. However, we do not impose solutions or methodologies on clients. Rather, we listen to their concerns, and work with them first to plan what they need and then to carry out that plan. From experience as fundraisers and chief development officers; nonprofit managers and CEOs; nonprofit board members and board chairs; capital campaign volunteers and chairs; and software developers and trainers, our consultants bring knowledge of every aspect of fundraising and nonprofit management.Our mission is to provide high quality, client specific, fundraising management and consulting services to not-for-profits institutions and organizations, large and small, in the furtherance of their philanthropic missions; to offer opprtunities for professional growth and satisfying careers to our employees; and to generate a profit sufficient to reward ourselves appropriately and to assure corporate growth.
Retirement Benefits Rank
Market Laggard
DK GRIFFITH & COMPANY
DK GRIFFITH & COMPANY
Utica, New York
1-24 employees
DK GRIFFITH & COMPANY is an investment banking company based out of 2108 GENESEE ST, Utica, New York, United States.
Retirement Benefits Rank
Market Laggard
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