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Showing 1 - 3 of 3 results
WARWICK INVESTMENT GROUP
WARWICK INVESTMENT GROUP
Oklahoma City, Oklahoma
51-200 employees
Founded in 2010, Warwick Investment Group is a SEC-registered investment advisor, managing funds that invest globally in natural resources and real estate. Warwick has an established track record in strategic consolidation in these sectors, having completed more than 4,000 transactions since inception. The firm has ~130 team members and advisors across offices in Oklahoma City, Dallas, New York and London, investing across private equity funds, special purpose vehicles and open-ended structures. The firm also manages capital for pension funds in 8 of the 50 states. The firm aims to generate attractive investment returns across market cycles. Warwick’s in-house data science team works hand-in-hand with Warwick’s sector investment teams over the life cycle of an investment, leveraging innovative technologies to identify market opportunities and optimize investment portfolios. Warwick’s data science team specializes in statistics, econometrics, network analytics and machine learning. Warwick’s real estate platforms specialize in identifying investment opportunities in markets with favorable tailwinds and attractive, risk-adjusted returns. Through consolidation strategies and development, the firm generates alpha through stable and growing yields, inflation protection and value-add returns. Warwick’s energy and natural resources platforms specialize in geology, engineering and investment within each space.
Retirement Benefits Rank
Market Competitive
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EXENCIAL WEALTH ADVISORS
EXENCIAL WEALTH ADVISORS
Oklahoma City, Oklahoma
51-200 employees
Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms. We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning. Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.
Retirement Benefits Rank
Market Leading
INNOVATIVE CAPITAL MANAGEMENT
INNOVATIVE CAPITAL MANAGEMENT
Norman, Oklahoma
51-200 employees
Provided specialized administrative and phone support for Human Resources. Managed incoming phone calls, general HR emails, and incoming and outgoing mail. Resolved employee inquiries across all HR functional groups. Followed appropriate escalation points and responded to routine questions on human resources policies and procedures. Provided employee verification letters when appropriate. Executed inbox tasks in accordance with standard operating procedures, including data-entry transactions. Actively audits Human Recourses Information Systems software data for accuracy, researches and resolves discrepancies, and recommends changes to processes to improve efficiency and data accuracy. • Proactively communicated service status, acted as escalation point of service issues, proactively facilitating communication • Built and maintained strong, long-lasting client relationships through regularly scheduled proactive and strategic meetings • Evaluated company accounts for all records, ensured a collaborative relationship with all internal and external stakeholders • Maintained updated knowledge of state and federal regulations and laws; including FMLA, HIPAA, ADA, and FEHA • Documented activities, cases, and other timely information in company technologies for benefits compliance and policy • Researched and analyzed organizational data pertaining to benefits, observed company concepts, practices, and procedures
Retirement Benefits Rank
Market Laggard