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Showing 1 - 8 of 8 results
FENIMORE ASSET MANAGEMENT, INC.
FENIMORE ASSET MANAGEMENT, INC.
Cobleskill, New York
11-50 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
GRANITE ASSOCIATES, L.P.
GRANITE ASSOCIATES, L.P.
Ferndale, New York
51-200 employees
Sullivan County Private Investment Office located in Sullivan County New York. Private company in the Catskills.
Retirement Benefits Rank
Below Market
MILLER/HOWARD INVESTMENTS, INC.
MILLER/HOWARD INVESTMENTS, INC.
Kingston, New York
11-50 employees
Miller/Howard is an independent investment boutique managing dividend-focused investment strategies. ESG principles have been at the core of our investment process since the inception of our first strategy in 1991. Disclosures: http://www.mhinvest.com/mhi_risk_disclosure.html
Retirement Benefits Rank
Market Laggard
DSL FINANCIAL SERVICES
DSL FINANCIAL SERVICES
Poughkeepsie, New York
1-10 employees
Financial Planning, Comprehensive Individual Investment Management Strategies, Pension Design Assistance, Pension Consulting, Retirement Planning, Education Planning, Insurance Evaluation, and other Individual and Corporate Services.Securities, Advisory Services & Financial Planning are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. 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. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: FL, GA, MA, MI, MO, MT, NJ, NY, PA.Security registrations held through LPL Financial.
Retirement Benefits Rank
Market Leading
MARC GRAVATT
MARC GRAVATT
Poughkeepsie, New York
11-50 employees
Small World Wealth Management was founded in 1992 by Founder, CEO & Wealth Management Advisor Joe Small. Our company is built on his life purpose to "care for and protect loved ones now and for generations to come". This guiding principle has helped us build the number one team in Northwestern Mutual serving multiple states with comprehensive financial planning, insurance product counseling, investment portfolio development, fee-based planning, tax strategy and review of estates, wills and trusts. We currently have three offices (NY, Del & Fla) with a team of 24 financial services professionals and are proud of our 30-year affiliation with Northwestern Mutual. Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: smallworldwealthmanagement.nm.com
Retirement Benefits Rank
Market Leading
FWM CO., INC.
FWM CO., INC.
Newburgh, New York
11-50 employees
Focused Wealth Management is a SEC Registered Investment Advisory firm committed to providing clients with asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across domestic, global and emerging markets. Focused Wealth Management has developed a special niche for Trusts, Not-for-Profits, Public and Private Endowments, Pension Funds, Foundations and Contingency Funds. As of December 31, 2021, we advise on more than $1.4 billion* in client assets. *As of December 31, 2021, discretionary assets under management were approximately $1,219,657,641, assets under advisement were approximately $255,022,165 million. Focused Wealth Management and Securities America are separately owned companies. Securities offered through Securities America, Inc. A registered broker/dealer. Member FINRA & SIPC. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Please see website for full disclosures: www.focusedwealthmgmt.com
Retirement Benefits Rank
Market Competitive
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THIRD EYE ASSOCIATES, LTD.
THIRD EYE ASSOCIATES, LTD.
Red Hook, New York
1-10 employees
Third Eye Associates provides Financial Life Planning, Financial Transition Planning, and Wealth Management strategies to help clients realize their greatest asset - a rewarding life. We are a fee-only registered investment advisory firm. Our goal is to help you clarify your vision, reconnect with your dreams, and use the resulting energy and motivated purpose to create both greater financial security and emotional fulfillment.
Retirement Benefits Rank
Market Competitive
VALLEY INVESTMENT PLANNING
VALLEY INVESTMENT PLANNING
Red Hook, New York
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We are an investment firm with a rich family heritage who is dedicated to providing individual investors and businesses with financial planning that is designed to meet your individual,family and organizational goals. This planning can include working with a variety of investment strategies such as; life insurance, retirement, estate and investment plans.Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPCwww.finra.org and www.sipc.orgAdvisory services offered through J.W. Cole Advisors, Inc.J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and Valley Investment Planning are unaffiliated entities.Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users? posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of J.W. Cole Financial, Inc. or J.W. Cole Advisors, Inc.
Retirement Benefits Rank
Market Laggard
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