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Showing 1 - 5 of 5 results
KNIGHTSBRIDGE ADVISERS LLC
KNIGHTSBRIDGE ADVISERS LLC
Bartlesville, Oklahoma
1-24 employees
Knightsbridge Advisers has dedicated more than three decades to building premier portfolios of venture capital relationships in the industry and providing institutional investors access to strong performing venture managers. Knightsbridge focuses on fund of funds and separately managed accounts for primary, secondary, and opportunistic investments in venture capital and growth equity partnerships.
Retirement Benefits Rank
Top Benefits
ATENTO CAPITAL, LLC
ATENTO CAPITAL, LLC
Tulsa, Oklahoma
1-24 employees
We look for exceptional entrepreneurs that address large markets. We invest early and like to be as helpful as we can both pre and post investment. Being based in Tulsa is not a requirement for direct investment consideration, but it is preferred. Most of our investments will be in early stage venture funds from other parts of the country and world. We look for funds with cumulative advantages in their investment space that can drive outsized returns, but also those who will be willing partners in our effort to build a tech ecosystem in the city of Tulsa. Some opportunities make more sense as a partnership than an investment. In those situations, we have a broad enough mandate to be creative in how we collaborate to achieve common goals.
Retirement Benefits Rank
Market Leading
CONCIERGE BENEFIT SERVICES, L.LC.
CONCIERGE BENEFIT SERVICES, L.LC.
Bartlesville, Oklahoma
25-49 employees
Founded in 2014 and headquartered in Bartlesville, OK, Concierge is an independently owned, full-service TPA with unique, cost-effective benefit administration service solutions for employer groups of all sizes. Concierge established itself by serving underserved members of the workforce with customized workflows to adapt to weekly, per pay period, and monthly payroll cycles. Now, the company serves a wide range of industries while providing members with innovative, affordable, and wide-ranging business solutions. The Concierge Team Concierge was inspired after observing the exceptional service provided by the hotel concierge. Each guest was greeted warmly, given clear information, offered helpful insights, and presented with various options. The guests left feeling heard and empowered, knowing that they were treated with respect, kindness, understanding, and humility. Concierge’s team was impressed by the level of service provided and wanted to deliver the same type of service to their clients, hence their name! Concierge is here to serve. Get in contact with the Concierge team today: 918-876-5015 (text) or 888-820-5687 – Option 2 (call)
Retirement Benefits Rank
Market Laggard
THE LEGACY FINANCIAL GROUP INC.
THE LEGACY FINANCIAL GROUP INC.
Tulsa, Oklahoma
1-24 employees
Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. We believe financial markets are efficient, risk and return are related, and diversification and discipline are the keys to a successful investment experience. We do not believe in traditional active investment management practices such as stock picking and market timing. Legacy was founded to provide a Successful Investment Experience to empower you to reach your goals. A Successful Investment Experience results from owning a Broadly Diversified Global Portfolio. It is inherently designed to weather market downturns and to capture the growth generated by market upturns. Our relationships are established upon Trust and Integrity. In other words, the investment philosophy works and we will place your best interest first. We serve individuals, business owners, trustees, and foundations
Retirement Benefits Rank
Market Competitive
DON P. QUINT & ASSOCIATES
DON P. QUINT & ASSOCIATES
Tulsa, Oklahoma
1-24 employees
- Created custom reports using CRM, Microsoft Excel to segment the customer base, investigate scenarios - Surfaced and vetted 25+ growth opportunities quarterly resulting in targeted numbers annual growth - Used social media to mine client information – created and grew influence by 25% annually - Wrote personal finance articles monthly for a local publication and annual article for a city of Tulsa magazine
Retirement Benefits Rank
Market Competitive