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Showing 1 - 12 of 56 results
ALLSPRING BUYER LLC
ALLSPRING BUYER LLC
Charlotte, North Carolina
500+ employees
Zebra (NASDAQ: ZBRA) helps organizations monitor, anticipate, and accelerate workflows by empowering their frontline and ensuring that everyone and everything is visible, connected and fully optimized. Our award-winning portfolio spans software to innovations in robotics, machine vision, automation and digital decisioning, all backed by a +50-year legacy in scanning, track-and-trace and mobile computing solutions. With an ecosystem of 10,000 partners across more than 100 countries, Zebra’s customers include over 80% of the Fortune 500. Newsweek recently recognized Zebra as one of America’s Most Loved Workplaces and Greatest Workplaces for Diversity, and we are on Fast Company’s list of the Best Workplaces for Innovators.
Retirement Benefits Rank
Top Benefits
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
Top Benefits
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 Laggard
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES
Fort Mill, South Carolina
100-499 employees
Our goal at Financial Resources Group Investment Services is to provide our financial advisors with customized tools and resources to create long-term, prosperous relationships with their clients, resulting in business growth. We are a layer of services in addition to what is available through LPL Financial. We provide a personal, customized experience in business consulting, marketing, technology, and other services. After being founded by Bruce Miller in 2010 with the mission to support employee advisors on the LPL Financial platform, Financial Resources Group quickly made a name for itself with $6.6 billion in AUM and 20 financial institution partners after their first year. Today, with more than $37 billion in AUM and over $211 million in revenue, the company now supports over 85 financial institutions and over 1,000 financial professionals nationwide and is LPL Financial's largest enterprise*. Financial Resources Group Investment Services’ leadership team has nearly 280 years combined experience in the industry. Our Home Office Staff customizes the LPL Financial experience for you by keeping you up to speed on all of the latest tools and resources available for your business. Each experienced team member specializes in one of the following areas: onboarding, marketing, compliance, technology, accounting and business development. * Based on assets (brokerage and advisory), total revenue and affiliated professionals as of December 2021. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member SIPC [www.SIPC.org]. Financial Resources Group Investment Services is a separate entity. 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. For a list of states in which I am/we are registered to do business, please visit http://www.financialresourcesgroup.net.
Retirement Benefits Rank
Market Competitive
GLOBAL ENDOWMENT MANAGEMENT, LP
GLOBAL ENDOWMENT MANAGEMENT, LP
Charlotte, North Carolina
50-99 employees
Global Endowment Management (GEM) is a leading Outsourced Chief Investment Office (OCIO) providing institutional investment capabilities for endowments, foundations, and other long-term investors. For over fifteen years GEM has stewarded the financial assets of our clients to enable them to fulfill their missions. GEM's history is deeply rooted in endowment-style investing, with today's approach modernized to offer custom solutions tailored to each client's unique investment needs. For more information, visit www.globalendowment.com.
Retirement Benefits Rank
Top Benefits
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TIMBERLAND INVESTMENT RESOURCES, LLC
TIMBERLAND INVESTMENT RESOURCES, LLC
Charlotte, North Carolina
25-49 employees
Timberland Investment Resources, LLC. Privately owned Timberland Investment Management Organization (“TIMO”) that strives to provide investors with superior risk-adjusted returns through the direct acquisition, management and sale of timberland and related assets. Timberland Investment Resources, LLC is a registered investment advisor and TIMO that is owned by its Managing Partners. We serve a diverse global institutional and high-net-worth investor group and strive to generate superior risk-adjusted investment performance by identifying and capitalizing on market and operational inefficiencies and dislocations. We are differentiated by our commitment to utilizing advanced economic and biometric research to drive investment decision making, by our entrepreneurial approach to acquiring and managing forest assets, and by our commitment to practicing sustainable forestry and responsible and engaged environmental stewardship. We are headquartered in Atlanta, Georgia and maintain offices in Boston, Massachusetts; Charlotte, North Carolina; Chattanooga, Tennessee; Mobile, Alabama; and Lufkin, Texas. Our affiliated company, Timberland Investment Resources Europe, is based in London, and primarily services a European clientele of institutional and high-net-worth investors.
Retirement Benefits Rank
Top Benefits
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
MILLENNIUM ADVISORS, LLC
MILLENNIUM ADVISORS, LLC
Charlotte, North Carolina
50-99 employees
MillenniuM, based in Charlotte, is a Fiduciary Advisory firm for retirement plans. Specializing in reducing costs, eliminating conflicts of interest, and ensuring strict compliance with IRS, DOL and ERISA guidlines. Unlike most investment firms, MillenniuM is structured so that we don’t recieve payment from investment product sponsors (like mutual fund companies). This means that we have none of the conflicts of interest of traditional stockbrokers or dual-licensed advisors.
Retirement Benefits Rank
Top Benefits
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
HORIZON INVESTMENTS, LLC
HORIZON INVESTMENTS, LLC
Charlotte, North Carolina
50-99 employees
Horizon is a leading provider of modern goals-based investment management. We work in partnership with financial advisors to deliver investment strategies that align clients’ wealth with their life goals. OUR MISSION: Provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout life. True investment success is all about meeting the most important life goals that your clients have set out for themselves, their families and even the world at large. That’s why Horizon’s approach is built on a commitment to goals-based investment management. A goals-based approach can help investors position their wealth to support the key financial results they seek throughout their lives. When your clients align their wealth with their goals, they achieve something that most people can only hope for: The financial security they need to live life on their terms.
Retirement Benefits Rank
Top Benefits
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