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Showing 1 - 12 of 41 results
WEDGE CAPITAL MANAGEMENT L.L.P.
WEDGE CAPITAL MANAGEMENT L.L.P.
Charlotte, North Carolina
25-49 employees
WEDGE Capital Management is dedicated to offering stable, diversified investment products in the equity and fixed income markets. Throughout our more than 30 year history, we've remained focused on value investing for institutional investors through the consistent application of our fundamentally-based, disciplined approach to the stock and bond markets. Our wide range of value products allows us to address the specific needs of our broad and sophisticated client base. We follow a fundamentally sound, value-oriented investment discipline as we employ rigorous quantitative research along with thorough, independent, qualitative fundamental analysis. Our investment philosophy has been in place since our founding and has endured, regardless of the prevailing economic or market climate. We focus primarily on identifying pricing discrepancies, earnings potential and unrecognized value among companies that typically boast market leading positions, superior financial quality, and durable competitive advantages. From there, we strive to add incremental value by overweighting or underweighting specific sectors of the market based on broader industry and economic factors. To ensure consistency and style integrity over time, we adhere to strong buy and sell disciplines. For additional information, please visit the firm's website at www.wedgecapital.com
Retirement Benefits Rank
Top Benefits
PAMLICO CAPITAL MANAGEMENT, LP
PAMLICO CAPITAL MANAGEMENT, LP
Charlotte, North Carolina
25-49 employees
Pamlico Capital seeks equity and buyout investments in growing businesses that serve the communications, healthcare, services and software industries. We are committed to developing successful partnerships with management teams and entrepreneurs and helping companies reach their full potential.  For more than thirty years, the Pamlico Capital team has generated consistently high returns, investing approximately $4 billion. Operating out of Charlotte, NC, our investment professionals possess extensive industry experience, a proven ability to accelerate growth at our portfolio companies, and a dedication to the highest ethical standards. For more information, please visit www.pamlicocapital.com.
Retirement Benefits Rank
Market Leading
RIDGEMONT PARTNERS MANAGEMENT, LLC
RIDGEMONT PARTNERS MANAGEMENT, LLC
Charlotte, North Carolina
50-99 employees
Ridgemont Equity Partners is a Charlotte-based middle market private equity firm that has provided buyout and growth capital to industry-leading companies in the business and tech-enabled services, industrial growth, and healthcare sectors for three decades. The principals of Ridgemont have refined a proven, industry-focused model designed to build distinctive middle market companies.
Retirement Benefits Rank
Market Leading
FC CAPITAL MANAGEMENT, LLC
FC CAPITAL MANAGEMENT, LLC
Charlotte, North Carolina
25-49 employees
MGA/agency platform. Units include: Grand River Insurance Stone Falls Agency Bridge Excess Solutions Grand River Services and The Proprietors & Co.
Retirement Benefits Rank
Market Competitive
NOVARE CAPITAL MANAGEMENT, LLC
NOVARE CAPITAL MANAGEMENT, LLC
Charlotte, North Carolina
1-24 employees
Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission. Our focus is to provide customized investment management and wealth management for individuals, foundations, trusts and corporations. Each portfolio we develop and manage considers your unique situation, risk tolerance and long-term goals. Our objective is to preserve, protect and grow assets through a detailed investment process focused on quality investments. We emphasize risk management and diversification through asset allocation. William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management in late 1999. They recognized a growing need within the market for an experienced team who could provide professional investment management expertise to individual investors. Their sound investment philosophy evolved from many years of business experience in the Capital Markets Division of a large financial institution. The Novare Capital team is comprised of dedicated professionals with advanced degrees such as CERTIFIED FINANCIAL PLANNER TM, Chartered Financial Analyst® and Chartered Financial Consultant® and a support staff whose top priority is to provide an unparalleled level of customer service. Novare Capital Management, LLC (NCM) is a Registered Investment Advisor (“RIA”) located in the State of North Carolina. NCM provides investment advisory services and related services for clients nationally. NCM will maintain all applicable registration and licenses as required by the various states in which NCM conducts business, as applicable. NCM renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Retirement Benefits Rank
Market Leading
RICHARDSON CORPORATION
RICHARDSON CORPORATION
Greensboro, North Carolina
25-49 employees
Richardson is how leading sales organizations around the world are getting better results from their investment in sales training. For far too long, companies have had to deal with a big disconnect between their training and their actual sales strategy, culture, systems, and customers. To make real change happen, you need more adaptable content so you can build agility with a wider range of relevant capabilities. You also need more useful technology that integrates with your CRM and helps your reps get better deal by deal. And you need more visible progress with helpful metrics connected to your systems so you can see in real-time how your reps are impacting business outcomes. That’s why industry leaders all rely on Richardson. And it’s how our clients find more customers, win more opportunities, and grow their most strategic accounts. Richardson | This is where it gets real™
Retirement Benefits Rank
Market Competitive
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NOVARE CAPITAL MANAGEMENT, LLC
NOVARE CAPITAL MANAGEMENT, LLC
Charlotte, North Carolina
1-24 employees
Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission. Our focus is to provide customized investment management and wealth management for individuals, foundations, trusts and corporations. Each portfolio we develop and manage considers your unique situation, risk tolerance and long-term goals. Our objective is to preserve, protect and grow assets through a detailed investment process focused on quality investments. We emphasize risk management and diversification through asset allocation. William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management in late 1999. They recognized a growing need within the market for an experienced team who could provide professional investment management expertise to individual investors. Their sound investment philosophy evolved from many years of business experience in the Capital Markets Division of a large financial institution. The Novare Capital team is comprised of dedicated professionals with advanced degrees such as CERTIFIED FINANCIAL PLANNER TM, Chartered Financial Analyst® and Chartered Financial Consultant® and a support staff whose top priority is to provide an unparalleled level of customer service. Novare Capital Management, LLC (NCM) is a Registered Investment Advisor (“RIA”) located in the State of North Carolina. NCM provides investment advisory services and related services for clients nationally. NCM will maintain all applicable registration and licenses as required by the various states in which NCM conducts business, as applicable. NCM renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Retirement Benefits Rank
Top Benefits
CORNERSTONE WEALTH GROUP, LLC
CORNERSTONE WEALTH GROUP, LLC
Huntersville, North Carolina
25-49 employees
Cornerstone Wealth Group, LLC is a wealth management firm that offers comprehensive advice to individuals, families and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency and accountability fosters client relationships which last for generations. Investment advisory services offered through Cornerstone Wealth Group, LLC dba Cornerstone Wealth a SEC registered investment adviser.
Retirement Benefits Rank
Market Competitive
SMITH SALLEY & ASSOCIATES LLC
SMITH SALLEY & ASSOCIATES LLC
Greensboro, North Carolina
1-24 employees
Smith Salley Wealth Management is a fee-based wealth management firm providing comprehensive financial planning, investment management and corporate trustee services. We are fiduciaries for our clients. We don't sell products, just provide real advice.
Retirement Benefits Rank
Top Benefits
GRANVILLE CAPITAL INC
GRANVILLE CAPITAL INC
Greensboro, North Carolina
1-24 employees
Granville Capital is a privately-owned, SEC Registered Investment Advisor that specializes in providing managed portfolios of alternative investment strategies for high-net-worth individuals, families, not-for-profits, and other institutional investors. In addition, Granville Capital manages an investment-driven family office limited to a select number of clients. Granville Capital serves as the investment manager and general partner for several funds of hedge funds and various private equity funds. The goal of Granville Capital is to provide investors with exceptional risk-adjusted returns with a focus on capital preservation and long-term wealth accumulation. The Granville Capital team has a multi-decade track record of managing alternative investment strategies.
Retirement Benefits Rank
Top Benefits
7 MILE ADVISORS, LLC
7 MILE ADVISORS, LLC
Charlotte, North Carolina
1-24 employees
7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally. We advise on M&A and private capital transactions, and provide market assessments and benchmarking. As a close knit team with a long history together and a laser focus on our target markets, we help our clients sell their companies, raise capital, grow through acquisitions, and evaluate new markets. All securities transactions are executed by 7M Securities, LLC, member FINRA / SIPC. Visit us at www.7mileadvisors.com, contact us by phone at 704.899.5960, or reach out to one of our bankers who you're connected to on LinkedIn.
Retirement Benefits Rank
Top Benefits
SIP III ADVISOR LLC
SIP III ADVISOR LLC
Greensboro, North Carolina
1-24 employees
MySIPonline is India’s most advanced Mutual Fund Investment Platform, having all AMCs under one roof with a team of 50+ highly-qualified industry experts & fund analysts. It is an automated platform which understands every investors’ needs and offer them convenience to match their investing comfort with risk in a ”Paperless” manner. Features like E KYC and digital Mandates make the investing experience seamless. We offer a vast array of funds that spread across major asset classes to provide complete flexibility of choosing funds on the basis of their financial goals. Apart from getting 24 x 7 Support Desk for resolving every small query, Investors get dedicated Relationship Manager to review their portfolio on regular basis and ensures to generate maximum wealth for them.
Retirement Benefits Rank
Top Benefits