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Showing 1 - 12 of 39 results
SOLUS ALTERNATIVE ASSET MANAGEMENT LP
SOLUS ALTERNATIVE ASSET MANAGEMENT LP
Summit, New Jersey
25-49 employees
Solus Alternative Asset Management LP ("Solus" or the "Firm") is a SEC-registered, private investment adviser. The Firm specializes in event-driven, distressed and special situation investment opportunities. Solus currently manages approximately $2.9 billion in assets for a diversified group of institutional investors and family offices worldwide. All products and positions at Solus are co-managed by the Firm's two Portfolio Managers: Chris Pucillo (Chief Executive Officer & Chief Investment Officer) and Scott Martin. This approach provides significant depth to Solus' investment platform, augmenting the Firm's proven track record of investing through multiple distressed cycles. Emphasis is placed on value creation, alpha generation and low correlation to primary asset classes. The Firm's investment flexibility accommodates continual repositioning of our portfolio in an effort to capitalize on the most compelling risk-adjusted investment opportunities and the investment team's in-depth knowledge of fundamental valuation and market technicals. Supporting the investment team is a best in class infrastructure platform and dependable financial controls. Solus promotes open communication and transparency with the Firm's entire investor base. In addition to Fund offerings, the Firm has entered into various strategic partnerships in order to provide institutional investors with customized programs. Such programs capitalize on a wide range of strategic opportunities supported by Solus' integrated investment and operational capabilities. If you are seeking further due diligence information concerning our Firm, please refer to the Contact Us tab to get in touch with the Investor Relations team.
Retirement Benefits Rank
Top Benefits
CAXTON ALTERNATIVE MANAGEMENT LP
CAXTON ALTERNATIVE MANAGEMENT LP
Princeton Junction, New Jersey
25-49 employees
CAXTON ALTERNATIVE MANAGEMENT LP is an investment banking company based out of 731 ALEXANDER RD, Princeton, New Jersey, United States.
Retirement Benefits Rank
Market Leading
MOUNT LUCAS MANAGEMENT LP
MOUNT LUCAS MANAGEMENT LP
Newtown, Pennsylvania
1-24 employees
Since 1986, Mount Lucas Management has provided innovative investments to institutional and high-net-worth investors. We offer clients a range of investment products that include actively managed strategies and proprietary passive indices. Our long-term tenure in the investment industry attests to our commitment to diversification, liquidity, risk management, and transparency. Mount Lucas offers three distinct investment strategies: • Our global macro strategy, MLM Macro-Peak™, combines quantitative and discretionary trading across the world’s major asset classes. • Our diversified futures index strategy, the MLM Index™, is both an investable index and a widely recognized benchmark for managed futures performance. • Our large cap equity strategy, MLM Focused Equity™, uses value and momentum criteria to select S&P 500 stocks. Since 1986, Mount Lucas Management LP has provided innovative alternative investment strategies to institutional and high-net-worth investors that enhance and diversify traditional investments. Our strategies differ in terms of their asset class participation, investment approach, return objective, and risk threshold. Within each strategy, we offer customized funds and programs that directly target the needs and objectives of our clients.
Retirement Benefits Rank
Market Leading
THE CONCORD ADVISORY GROUP, LTD.
THE CONCORD ADVISORY GROUP, LTD.
Princeton, New Jersey
25-49 employees
The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $35 billion in assets under advisory. Established in 1988 Concord provides objective investment consulting services including; investment policy development, asset allocation studies, investment manager searches, on-going manager due diligence, and cost analysis. Concords clients include mid-size corporations, foundations, endowments, healthcare, and religious organizations. Located in Princeton, NJ Concord currently employs 32 associates consisting of investment consultants, analysts, research associates and administrative personnel. Concord provides strategic advice to institutions that want to improve the results of their investment programs. Our consulting services empower organization’s internal staff, investment committee and board members to become more efficient. Our consultants help clients navigate the complexities of today’s investment markets. Superior knowledge and experience allows our staff to engineer forward-looking investment strategies. Exceptional investment programs do not happen by accident. They require the fusion of sound governance, strategy and execution. Concord accepts no compensation from financial institutions. The only product we sell is non-conflicted professional advice.
Retirement Benefits Rank
Market Leading
EDGESTREAM MANAGEMENT, LLC
EDGESTREAM MANAGEMENT, LLC
Princeton, New Jersey
25-49 employees
Edgestream Partners, L.P. ("Edgestream"​) is devoted to institutional investment management in an ever-changing world. We focus on quantitative methods and liquid financial instruments across the globe. Edgestream is in the business (since 2003) of fully-systematic absolute-return investment management, now principally for institutional clients. Mathematical models guide trading within a diversified portfolio of domestic and international liquid financial instruments. Edgestream is registered with the United States Securities and Exchange Commission as an Investment Advisor, the Commodity Futures Trading Commission as a Commodity Pool Operator and a Commodity Trading Advisor, and is a member of the National Futures Association. Edgestream is also a member of the Managed Funds Association.
Retirement Benefits Rank
Below Market
THE MARSHALL FINANCIAL GROUP, INC.
THE MARSHALL FINANCIAL GROUP, INC.
Doylestown, Pennsylvania
All Size Average employees
Marshall Financial Group is in the business of helping you achieve financial wellbeing, opening the door to a happier, healthier, more productive life. We’ve built Marshall Financial Group to be a home for helping you strive toward your ideal future. We provide a welcoming, non-judgmental environment where you can feel comfortable asking questions, exploring options, and planning for what is most important to you. We meet you where you are, regardless of your level of financial knowledge. We listen, learn about your family’s hopes and dreams, and we create plans to mitigate risk, create opportunities, and build long-term paths to achievement. Through decades of working with entrepreneurs, businesses, and families through multiple generations, we’ve developed a holistic “life planning” approach with the goal of helping you and your family strive to acheive peace of mind. Our wealth management team can provide the support and resources you need to work toward you financial goals. You can utilize our reports and client portal to stay informed and connected. No matter what life brings, your Marshall Financial Group team will be with you—to provide steady, dependable advice you can count on, today and well into the future.
Retirement Benefits Rank
Below Market
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ROUNDVIEW CAPITAL, LLC
ROUNDVIEW CAPITAL, LLC
Princeton, New Jersey
1-24 employees
Roundview Capital is an independent, fee-based investment management and advisory firm for high net worth families and institutions located in Princeton, New Jersey.
Retirement Benefits Rank
Market Leading
ROCKWOOD WEALTH MANAGEMENT
ROCKWOOD WEALTH MANAGEMENT
New Hope, Pennsylvania
25-49 employees
As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy. You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek. As Fee-Only, Independent Financial Planners, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in the client's best interests. Rockwood Wealth Management is located in New Hope, Pennsylvania.
Retirement Benefits Rank
Market Competitive
VALLEY NATIONAL GROUP, INC.
VALLEY NATIONAL GROUP, INC.
Bethlehem, Pennsylvania
25-49 employees
Since 1985, Valley National has remained true to its goal of enabling people and organizations to meet their long-term financial goals. Helping our clients achieve their hopes, dreams and aspirations requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients’ goals and objectives. We carry out our mission with the utmost care, offering clients a comprehensive suite of financial planning services. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We pass the test of time by keeping the relationship with our clients personal and consistent. Our advisors are backed by many years of experience and a commitment to ongoing professional development. Valley National has a focus on the services that are the foundation for financial success in today’s world. A skillful team of professionals, combined with access to the best industry technology available, allows clients to effectively manage their existing assets, implement tax-saving strategies, and plan for the eventual transfer of their wealth. Valley National’s financial advisors look forward to using their tools and resources to support you on a relationship that is built on mutual respect and understanding.
Retirement Benefits Rank
Market Leading
NICHOLAS PASCARELLA & CO., LLC
NICHOLAS PASCARELLA & CO., LLC
Parsippany, New Jersey
1-24 employees
50 Parsippany Road, Suite 301 Parsippany NJ, 07054 We Listen. We Act. We Care. Nicholas Pascarella & Co. is a wealth management firm that helps our clients with their financial planning needs. We manage client investments and perform Life Insurance, Long-term Care Insurance, and Disability Income Insurance needs analysis. We provide sophisticated investment and insurance solutions based on each individual situation, and the specific needs, goals, and circumstances of each client. We approach each client from a holistic and personal perspective in order to properly position, protect, and transfer wealth. **Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from Nicholas Pascarella & Co.
Retirement Benefits Rank
Top Benefits
THE JEFFREY MATTHEWS FINANCIAL GROUP, LLC
THE JEFFREY MATTHEWS FINANCIAL GROUP, LLC
Florham Park, New Jersey
25-49 employees
Established in 1996, The Jeffrey Matthews Financial Group works closely with its clientele to help them navigate the financial markets and develop strategies to build and sustain their wealth. Our clients include retail, high net worth individuals, charitable foundations, institutional clients, 401K/pension plans and bond funds. Jeffrey Matthews prides itself on our origins as a specialty provider of municipal bonds, a tool for wealth preservation and tax-free fixed income that embodies our longstanding commitment to putting customers’ interests first. However, in order to keep pace with today’s complex markets and customer needs, we have evolved into a full service securities brokerage firm. We offer a complete range of products and services, including fixed income securities, equities, mutual funds and insurance. Jeffrey Matthews understands clients’ specific goals, providing them a comprehensive financial review that takes into account wealth accumulation, preservation and protection. We also offer access to financial education and we will work in coordination with clients’ tax attorneys, estate planners and legal advisors. In addition, investment advisory services are offered through Jeffrey Matthews Advisory Group, LLC, a company under common control with The Jeffrey Matthews Financial Group. As of December 31, 2014, Jeffrey Matthews has helped customers invest over $1.2 billion in assets held at its clearing firm, RBC Correspondent Services, as well as other financial institutions.
Retirement Benefits Rank
Market Leading
CIRCLE WEALTH MANAGEMENT, LLC
CIRCLE WEALTH MANAGEMENT, LLC
Summit, New Jersey
1-24 employees
At Circle Wealth Management, we seek to empower our clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.
Retirement Benefits Rank
Market Competitive
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