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Showing 1 - 12 of 16 results
STEVENS CAPITAL MANAGEMENT LP
STEVENS CAPITAL MANAGEMENT LP
Radnor, Pennsylvania
51-200 employees
Stevens Capital Management LP (“SCM”) is a quantitative hedge fund manager specializing in the rigorous development and disciplined implementation of empirically based trading strategies. We employ a variety of statistical methods and techniques using our robust technology and data infrastructure. We operate a 24 hour low-latency global operation trading liquid futures contracts, currencies and equities, using automated proprietary execution algorithms. Our flagship fund has been in business for more than 30 years. SCM actively seeks candidates for career opportunities in quantitative financial research and C++ development. Important Disclosures: Stevens Capital Management LP (“SCM”) has no control over third party sites such as LinkedIn. You should review the terms of use and policies of LinkedIn. The information presented in this profile is for recruitment or employment purposes only. Under no circumstances should any material on this profile be used or considered as an offer or solicitation of any potential clients or investors for any investment funds managed by SCM. No material listed in this profile is or should be construed as investment advice, nor is anything in this profile an offer of solicitation to buy, hold, or sell any security or other instrument. Material on this profile is not provided in a fiduciary capacity. SCM does not have editorial control over the people, including employees, that link to this page. SCM does not accept endorsements or recommendations. Although users may follow this account, this should not be interpreted as a testimonial regarding any experience with SCM. SCM reserves the right to amend these terms at any time.
Retirement Benefits Rank
Top Benefits
HARDING LOEVNER LP
HARDING LOEVNER LP
Bridgewater, New Jersey
51-200 employees
Harding Loevner LP is a growing global asset management firm headquartered in New Jersey, USA (Metro NYC). Harding Loevner manages over $58 billion in long-only equity portfolio strategies comprising of high-quality, growing companies in developed, emerging and frontier markets. Harding Loevner’s investment strategies are offered as institutional separate accounts, mutual funds, UCITS, and through sponsored wealth management programs. Our global client base includes leading global investment institutions, such as sovereign wealth funds, major foundations, endowments, pension plans, private family offices, and individuals. Our professional culture is one of transparency, collaboration, accountability and integrity. We are committed to providing all staff with opportunities for career advancement through education, training and personal achievement. Please visit https://www.hardingloevner.com/important-disclosures/
Retirement Benefits Rank
Market Leading
HIRTLE, CALLAGHAN & CO., LLC
HIRTLE, CALLAGHAN & CO., LLC
West Conshohocken, Pennsylvania
51-200 employees
America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. As an organization of Chief Investment Officers, Hirtle Callaghan sells no products. Rather, the firm uses collective purchasing power and aggregate expertise to design and manage complete, custom-designed investment programs for family and institutional investors. These programs are executed through best-in-class independent money managers and specialized index funds. Multi-manager hedge fund and private equity pools are included, when appropriate, but without a fund-of-funds fee. Now in its 30th year, Hirtle Callaghan, America’s First Outsourced Chief Investment Officer, supervises over $20 billion of family, endowment, foundation, healthcare and pension assets in 46 states.
Retirement Benefits Rank
Top Benefits
PITCAIRN COMPANY
PITCAIRN COMPANY
Jenkintown, Pennsylvania
51-200 employees
Families of wealth must navigate fundamental risks to their assets that extend beyond market movements and macroeconomic shifts. These often-overlooked risks are embedded in the culture, composition and communications of the family itself. For a century, Pitcairn has embraced this truth with the experience and expertise needed to help prosperous families fulfill the unique promise and true potential of their legacies. Rooted in our own family experience and enriched by our work with ultra-high-net-worth families and single family offices, our distinctive Wealth Momentum® approach focuses on a deeper and longer-term view of the family and financial dynamics that lead to better outcomes. We are a family office leveraging advanced thinking and modern service innovations to set a new standard in multi-generational wealth stewardship. Headquartered in suburban Philadelphia, with representatives in New York, Florida, and Washington, DC, we connect with our network of resources around the world.
Retirement Benefits Rank
Below Market
PITCAIRN TRUST COMPANY
PITCAIRN TRUST COMPANY
Jenkintown, Pennsylvania
51-200 employees
Families of wealth must navigate fundamental risks to their assets that extend beyond market movements and macroeconomic shifts. These often-overlooked risks are embedded in the culture, composition and communications of the family itself. For a century, Pitcairn has embraced this truth with the experience and expertise needed to help prosperous families fulfill the unique promise and true potential of their legacies. Rooted in our own family experience and enriched by our work with ultra-high-net-worth families and single family offices, our distinctive Wealth Momentum® approach focuses on a deeper and longer-term view of the family and financial dynamics that lead to better outcomes. We are a family office leveraging advanced thinking and modern service innovations to set a new standard in multi-generational wealth stewardship. Headquartered in suburban Philadelphia, with representatives in New York, Florida, and Washington, DC, we connect with our network of resources around the world.
Retirement Benefits Rank
Market Competitive
MONDRAIN INVESTMENT PARTNERS (U.S.) INC
MONDRAIN INVESTMENT PARTNERS (U.S.) INC
Radnor, Pennsylvania
51-200 employees
Mondrian Investment Partners Limited is an independent, employee-owned, international, value-oriented investment manager with offices in London, Philadelphia and Singapore. Founded in 1990, we have a diverse global client base investing for corporations, public and private pension plans, endowments, foundations, and individual investors in a broad range of strategies and vehicles. © 2023 Mondrian Investment Partners Limited is authorized and regulated by the Financial Conduct Authority – FRN 149507 For more information & important disclosures please visit our main site http://www.mondrian.com or http://www.mondrian.com/mutualfunds/. Click below to view Mondrian's social media policy. https://www.mondrian.com/wp-content/uploads/2022/06/Social-Media-Policy_Apr19-WEB.pdf
Retirement Benefits Rank
Market Leading
CENTERSQUARE INVESTMENT MANAGEM
CENTERSQUARE INVESTMENT MANAGEM
Plymouth Meeting, Pennsylvania
51-200 employees
CenterSquare is a global investment manager focused on actively managed real estate strategies. As specialists in real assets, CenterSquare executes investment strategies to enhance the performance and resiliency of our clients’ investment portfolios. CenterSquare’s management team holds an average of 30+ years of experience, with expertise across real assets and the liquidity spectrum. CenterSquare is owned by a partnership between its management team and private equity partner Lovell Minnick Partners, and is headquartered in Philadelphia with affiliate offices in New York, Los Angeles, London and Singapore. As of June 30, 2023, CenterSquare and its subsidiaries manages approximately $13 billion in assets on behalf of some of the world's most well-known institutional and private investors.
Retirement Benefits Rank
Market Leading
SIMON QUICK ADVISORS, LLC
SIMON QUICK ADVISORS, LLC
Morristown, New Jersey
51-200 employees
Our mission statement is to give our clients the freedom to pursue what matters most to them. Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth is hard to do alone. That’s why we work closely with each client to develop a personalized strategy that aligns with their unique circumstances and needs. Ultimately, our goal is to be our clients’ first and only call regarding any financial issue, question, or decision. We put our client’s goals, big and small, at the center of everything we do. We are invested, honest, and precise but nimble problem solvers. Success to us means creating a meaningful relationship with a client so that he or she works with us as a partner in securing and managing his or her wealth. Ultimately our goal is to act as a guide on each client’s financial journey so that the client can achieve financial peace of mind and focus on whatever is most important to them in life. For important disclosures please go to https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/FG9fZ7rro6/Simon-Quick-Advisors-Disclosure-Information.pdf
Retirement Benefits Rank
Market Leading
THE BANK OF PRINCETON
THE BANK OF PRINCETON
Princeton, New Jersey
51-200 employees
The Bank of Princeton is a growing, profitable community bank that was founded in Princeton, New Jersey in 2007. It is a New Jersey state-chartered commercial bank with branches extending throughout New Jersey and Pennsylvania. The Bank of Princeton is a member of the FDIC, an Equal Opportunity Lender, and an Equal Opportunity Employer. The Bank of Princeton is the wholly-owned subsidiary of Princeton Bancorp, Inc. (NASDAQ:BPRN)
Retirement Benefits Rank
Market Laggard
AMERICAN INDEPENDENT COMPANIES, INC.
AMERICAN INDEPENDENT COMPANIES, INC.
West Conshohocken, Pennsylvania
51-200 employees
-Handled and settled claims with designated policy limits up to $250,000 while partnering daily with defense counsel, litigation, property damage, bodily injury, and subrogation teams on litigation & cost-containment -Conducted claim/policy review to ensure eligibility of benefits, policy limits, and coverage for New Jersey auto policies -Managed a running diary of over 250 claims at a time while meeting all deadlines, prioritizing catastrophic claims and staying within Department of Insurance compliance -Completed extensive claim investigations with the use of ISO claims system, Nexus Lexus and a variety of other claim investigation software -Assigned claimants to undergo independent medical examinations to prevent excess, unnecessary and unrelated medical treatment -Identified fraud claims, obtain proper statements, completed documentation, reviewed evidence, and referred claims to the Serious Investigation Unit (SIU) for further fraud analysis -Submitted appropriate policyholders to underwriting with excess claim exposures, new policy claim exposures, and lapse coverage -Processed and issued claim payments for legal counsel, medical examinations & medical provider bills
Retirement Benefits Rank
Market Laggard
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KEYSTONE FINANCIAL MANAGEMENT, LTD
KEYSTONE FINANCIAL MANAGEMENT, LTD
Nazareth, Pennsylvania
51-200 employees
Offering Financial Strength & Stability for Over 20 Years Since 2001, Keystone Financial Management has been unconditionally committed to strengthening and supporting the advisors and clients we serve, ensuring they have the power and the tools they need to build the financial future they envision. Whether you are an individual seeking insurance and investment advice or an advisor looking for a team that offers guidance and support, you’ll have access to an experienced network of nationally recognized financial professionals. With dozens of offices in Pennsylvania, New York, and beyond, our network of nearly 100 advisors are committed to helping clients plan for their financial futures, build their investments, and protect their assets. Each advisor brings their own unique experience, expertise, and process to their practice, along with the tools, support, and technology provided by our own broker-dealer. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. We are strongly committed to diversity and equal opportunity For additional information please visit our website: www.keystonefinancialmanagement.com CA Insurance License Number 0H29775 Arkansas Insurance License Number 2020136 Minnesota insurance License Number 40125747 https://www.sipc.org/ https://www.finra.org/#/
Retirement Benefits Rank
Below Market
STERLING FINANCIAL GROUP
STERLING FINANCIAL GROUP
Sparta, New Jersey
51-200 employees
financial firm
Retirement Benefits Rank
Market Competitive
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