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Showing 1 - 12 of 35 results
OAK ASSOCIATES LTD.
OAK ASSOCIATES LTD.
Akron, Ohio
1-24 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
25-49 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
50-99 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
1-24 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
25-49 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
MGO/OS HOLDINGS, LLC
MGO/OS HOLDINGS, LLC
Beachwood, Ohio
25-49 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
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INVESTMENT PARTNERS, LTD
INVESTMENT PARTNERS, LTD
New Philadelphia, Ohio
1-24 employees
Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org / www.sipc.org, a Registered Investment Adviser. Investment Partners LTD is a Registered Investment Adviser. Additional advisory services offered by Investment Partners LTD are separate and unrelated to Commonwealth.
Retirement Benefits Rank
Market Laggard
CARVER FINANCIAL SERVICES, INC.
CARVER FINANCIAL SERVICES, INC.
Mentor, Ohio
1-24 employees
Since 1990, Carver Financial Services, Inc. has been helping clients around the corner and around the world enhance and maintain their standard of living while simplifying their lives. Our team works with clients to create wealth management solutions based upon their individual needs, goals and risk tolerance. We do not utilize model portfolios, packaged plans or proprietary investments. We utilize Personal Vision Planning® that offers solutions based on your personal goals and vision. Our vision is simply to make people’s lives better – our clients, our community, and our team. We seek to simplify your life while enhancing your lifestyle. As independent investment advisor representatives with nationally recognized expertise, we are well-positioned to serve you. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Carver Financial Services, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Retirement Benefits Rank
Top Benefits
RMS INVESTMENT GROUP, LLC
RMS INVESTMENT GROUP, LLC
Cleveland, Ohio
50-99 employees
RMS Investment Group is a private family office company.
Retirement Benefits Rank
Market Competitive
MUTUAL SHAREHOLDER SERVICES LL
MUTUAL SHAREHOLDER SERVICES LL
Broadview Heights, Ohio
25-49 employees
MUTUAL SHAREHOLDER SERVICES is a company based out of 8869 BRECKSVILLE RD, BRECKSVILLE, Ohio, United States.
Retirement Benefits Rank
Market Competitive
ASSOCIATED SCHOOL EMPLOYEE CREDIT UNION
ASSOCIATED SCHOOL EMPLOYEE CREDIT UNION
Austintown, Ohio
1-24 employees
Associated School Employees Credit Union is a financial services company based out of 1690 South Canfield-Niles Road, Youngstown, Ohio, United States.
Retirement Benefits Rank
Top Benefits
BEESE FULMER INVESTMENT MANAGEMENT
BEESE FULMER INVESTMENT MANAGEMENT
Canton, Ohio
1-24 employees
We are not like other wealth management advisors. On purpose. We don't take on too many clients, so each portfolio manager can give careful attention to their few clients. We don’t sell insurance, make loans or draft estate plans, but our lengthy experience working with high net worth clients has given us valuable insight on these issues. We won't work with just any investor, so we can concentrate on high net-worth asset clients who appreciate sensible investing. And we can't help our clients fully if we only share select information like their "highlights,"​ so we make sure our investors see a complete and comprehensive view of all their assets.
Retirement Benefits Rank
Market Laggard