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Showing 1 - 12 of 31 results
OAK ASSOCIATES LTD.
OAK ASSOCIATES LTD.
Akron, Ohio
11-50 employees
Celebrating 30 Years of Successfully Partnering with Multinational Firms in Japan EXECUTIVE SEARCH Developing enduring partnerships with our clients to successfully fulfill board, executive and senior specialist search assignments. HUMAN RESOURCE SOLUTIONS Oak Associates provides customized human resources solutions for clients based on local market knowledge and international HR expertise.
Retirement Benefits Rank
Top Benefits
GRIES FINANCIAL LLC
GRIES FINANCIAL LLC
Cleveland, Ohio
11-50 employees
Gries Financial provides the highest level of investment and wealth management counsel to a select group of high net worth individuals as well as institutions including endowments and foundations. As an independent, conflict free Registered Investment Advisor, Gries Financial has a global client base.
Retirement Benefits Rank
Top Benefits
CARNEGIE CAPITAL ASSET MANAGEMENT LLC
CARNEGIE CAPITAL ASSET MANAGEMENT LLC
Pepper Pike, Ohio
11-50 employees
Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), providing personalized financial guidance to help preserve and grow your wealth. As a fiduciary, we are obligated to place your investing success ahead of our returns. We specialize in Investment Management, Financial Planning and Corporate Retirement Plans. Carnegie Investment Counsel is fee-only, meaning our only compensation is a percentage of assets managed, which is an agreement made before starting service. This transparent model promotes trust and helps to remove conflicts of interest. Founded in Cleveland, OH, in 1974, our firm has grown to nine offices, 50+ employees and over $3 billion in assets under management and advisement (as of 9/30/22). Visit www.carnegieinvest.com to learn more about how Carnegie can serve you.
Retirement Benefits Rank
Top Benefits
FOUNDRY PARTNERS, LLC
FOUNDRY PARTNERS, LLC
Cleveland, Ohio
11-50 employees
Foundry Partners, LLC is a boutique asset management company that specializes in active management and delivering positive risk-adjusted returns for our clients. While we service a variety of institutional clients, our primary offices are located in Minneapolis, MN (headquarters) and Cleveland, OH. Our name pays homage to our time-tested investment philosophy and the types of clients we built our roots on. Similar to an actual foundry, our portfolio managers look to take raw assets and mold them into a comprehensive and refined portfolio. Like the men and women who work hard on those foundry floors, we are always working to build a solid investment foundation for our clients. What Makes Foundry Partners Unique? Consistency: We believe that consistency in approach and personnel gives us the necessary footings to build a solid investment foundation. Discipline: Although a strong foundation is necessary, it doesn’t get you anywhere without a sound discipline. Our portfolio managers have achieved a long-term track record of by developing and adhering to our discipline and not wavering in the face of the market’s ebbs and flows. Experience: Foundry’s investment professionals have an average of over 20 years of investment experience. This experience combined with a history together lends itself to stability and confidence through a variety of environments. Disclaimer: The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Retirement Benefits Rank
Below Market
HIGHLAND CONSULTING ASSOCIATES, INC
HIGHLAND CONSULTING ASSOCIATES, INC
Cleveland, Ohio
11-50 employees
Highland was founded in 1993 and provides fee-only consulting services to institutional investors and their fiduciaries. Our firm operates on the philosophy of "investor advocacy."​ As our clients'​ Investor Advocates®, we work to improve our clients’ prospects for success. Our approach dictates that our ownership, operational, and compensation structures be aligned with clients, adhering to the philosophy that "our only alliance is with our clients."​ Highland serves a wide array of clients. Fiduciary clients include defined benefit and defined contribution plans, Taft-Hartley plans, foundations, endowments, and other institutional investors. Clients also include family offices and similar private investors. The growth of our client base follows a managed approach in terms of the number of clients we serve and the total amount of assets we oversee. Highland maintains a commitment to grow at a rate that allows us to provide the resources, responsiveness and service that our clients deserve.
Retirement Benefits Rank
Top Benefits
PINNACLE WEALTH PLANNING SERVICES, INC.
PINNACLE WEALTH PLANNING SERVICES, INC.
Mansfield, Ohio
11-50 employees
Pinnacle’s mission is to provide our client and their families with comprehensive, fee-only wealth management utilizing the highest degree of service, professionalism, honesty and integrity. Pinnacle, acting as a fiduciary, strives to deliver these wealth management programs with the goal of creating significant and positive change in the personal and financial lives of each client. Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Retirement Benefits Rank
Below Market
MGO/OS HOLDINGS, LLC
MGO/OS HOLDINGS, LLC
Beachwood, Ohio
11-50 employees
Moskal Gross Orchosky Inc is a financial services company based out of 1301 E 9th St Ste 1400, Cleveland, Ohio, United States.
Retirement Benefits Rank
Below Market
RMS INVESTMENT GROUP, LLC
RMS INVESTMENT GROUP, LLC
Cleveland, Ohio
11-50 employees
RMS Investment Group is a private family office company.
Retirement Benefits Rank
Market Leading
CAPITAL ADVISORS, LTD.
CAPITAL ADVISORS, LTD.
Shaker Heights, Ohio
11-50 employees
Since 1991 Capital Advisors, Ltd. has been serving as an accessible and proactive point-of-contact for our clients'​ wealth management needs to deliver the insight essential for making more informed decisions. We have over 230 years of cumulative experience with an average tenure of 16 years, and a total of 16 industry credentials. Acting as financial counsel, we are dedicated to the Financial Planning Process, helping business owners and successful families and individuals gain perspective, vision, and discipline while reaching consensus among all of their advisors. This produces a fully integrated and comprehensive look at a client’s financial affairs, well-defined objectives, and mutually agreed upon plans that may help achieve a more successful outcome. Our investment management strategy finds its roots in the financial planning process as we tailor investment portfolios to meet our client’s specific facts, risk tolerance, strategy preference and where appropriate integrated into CFM Horizon. Additionally, we employ a strategic and tactical approach that helps to minimize emotion and prudently manages assets to increase the probability of meeting a client’s long-term financial goals. In addition to Cash Flow Modeling and Investment Planning, we offer the following wealth management services to meet our clients’ financial planning needs: Estate Planning, Personal Retirement Planning, Corporate Executive/ Corporate Retirement Planning, Business Succession Planning, Insurance Management, & Private Investment Analysis. Advisory services offered through Capital Advisors, Ltd., LLC, Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Capital Advisors, Ltd., LLC and the above named firms are independent, and non-affiliated. Tax services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.
Retirement Benefits Rank
Market Leading
MUTUAL SHAREHOLDER SERVICES LL
MUTUAL SHAREHOLDER SERVICES LL
Broadview Heights, Ohio
11-50 employees
MUTUAL SHAREHOLDER SERVICES is a company based out of 8869 BRECKSVILLE RD, BRECKSVILLE, Ohio, United States.
Retirement Benefits Rank
Market Competitive
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GREAT LAKES AUTO NETWORK,INC.
GREAT LAKES AUTO NETWORK,INC.
Streetsboro, Ohio
11-50 employees
Great Lakes Auto Network is a warehousing company based out of 843 Lake Ave, Ashtabula, Ohio, United States.
Retirement Benefits Rank
Market Laggard
CAPITALWORKS, LLC DBA CW INDUSTRIAL PARTNERS, LLC
CAPITALWORKS, LLC DBA CW INDUSTRIAL PARTNERS, LLC
Cleveland, Ohio
11-50 employees
CW Industrial Partners, LLC is a is a Midwestern private equity firm that encourages its knowledgeable investors to partner with it in finding, vetting and owning companies. Based in Cleveland, Ohio, CW Industrial Partners acquires lower middle-market companies in niche manufacturing and business services industries and gives them the capital, support and freedom to grow. Founded in 1999, the firm’s investors are primarily successful entrepreneurs and executives who contribute to the evaluation of investment opportunities and ongoing governance of those investments. Please direct any inquiries to [email protected].
Retirement Benefits Rank
Market Leading