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Showing 1 - 11 of 11 results
SIGMA MANAGEMENT 8, L.L.C.
SIGMA MANAGEMENT 8, L.L.C.
Campbell, California
1-24 employees
Established 2015 by a team of experts with vast experience in systems for managing and monitoring manufacturing process. Majority of our expertise is coming from being members of a large brand-name power and automation corporation, implementing projects for major players in the Metals industry. However, the range of our experience is from small to large projects and spawning across Metals, Pulp & Paper, Power Plants and Food & Beverage industries. We have integrated many complex plants, implementing software solutions in-between automation / SCADA / PLC system (Level 1) and ERP / planning systems (Level 4). This kind of software solutions are known by many names in the industry world, but most common ones are – Level 2, MES (Manufacturing Execution System) and Level 3, with the last two names coming from ANSI/ISA-95 standard which describes Manufacturing Operations Management.
Retirement Benefits Rank
Top Benefits
QUINTES ADMINISTRATIVE AND INSURANCE SERVICES, INC.
QUINTES ADMINISTRATIVE AND INSURANCE SERVICES, INC.
Watsonville, California
500+ employees
Securing retirement outcomes. Meet Quintes Whether your company is looking to create, add or enhance your retirement plan, our Quintes team can design a plan that meets your needs. We provide creative and cost-effective retirement planning and financial services to clients from San Francisco down to Southern Monterey County. Services Our professionals design, implement and manage a wide range of qualified retirement plans including: 401(k) plan: 401(k) plans offer an easy, tax-advantaged way for employees to save for retirement by allowing them to receive a portion of their compensation for retirement. Defined Benefit plan: A Defined Benefit plan is an employer-funded retirement plan that provides a fixed, pre-established retirement benefit for employees. Cash Balance plan: Similar to a Defined Benefit plan, Cash Balance plans offer an employer-funded benefit that is expressed as a dollar amount. 403(b) plan: A 403(b) plan, also known as a tax-sheltered annuity (TSA) plan, can only be sponsored by public schools, churches, tax-exempt hospitals and nonprofit organizations – tax-exempt under section 501(c)(3). 457(b) plan: 457(b) plans are non-qualified deferred compensation plans established by state or local government agencies or tax-exempt organizations, including universities and hospitals. Partners Voya John Hancock Nationwide MassMutual Financial Group Transamerica Retirement Solutions
Retirement Benefits Rank
Below Market
COMPREHENSIVE FINANCIAL MANAGEMENT
COMPREHENSIVE FINANCIAL MANAGEMENT
Los Gatos, California
25-49 employees
- Update portfolio company information each quarter. - Worked with Bloomberg to research business and financial market news.
Retirement Benefits Rank
Top Benefits
WELTON INVESTMENT PARTNERS LLC
WELTON INVESTMENT PARTNERS LLC
Carmel, California
1-24 employees
Welton Investment Partners is an established alternative asset manager focused on creating better investor outcomes. Unconstrained by convention or product silos, we draw on our experience, investment acumen, and creativity to develop non-correlated investment strategies that seek to address common yet frequently unmet investor needs. We believe our investment edge derives from our proprietary investment strategies and sophisticated capital allocation process, applied across the major liquid markets spanning equities, fixed income, commodities, and currencies. See important disclosures: https://www.welton.com/privacy/
Retirement Benefits Rank
Top Benefits
SCHARF INVESTMENTS LLC
SCHARF INVESTMENTS LLC
Los Gatos, California
25-49 employees
Scharf Investments partners with individuals, family offices, corporations, endowments and foundations to add measurable value to client accounts over the course of a market cycle. At Scharf, we invest alongside our clients and maintain a strict focus on valuation, margin of safety, investment flexibility and long-term perspective. With a dual focus on prudent guidance and capital protection, we work to help secure our clients’ financial future. Our time-tested investment strategy reduces volatility and better preserves and grows capital over the long term. We have found over our nearly 40-year history that reducing volatility not only adds to investment returns, but also keeps clients strategically invested. We employ our proprietary Multi-factor Analytical Performance (MAP) screen to help identify securities that we believe have significantly more appreciation potential than downside risk over the long term. Our analysts do further investigating, and only companies with the best quantitative and qualitative characteristics are chosen for client portfolios. Our rigorous methodology judges a multitude of complexities, but the end result is very simple: Your success is our success. Visit our website to learn more about how our customized wealth and asset management solutions can work to improve your investment outcomes.
Retirement Benefits Rank
Market Competitive
SENJU COMTEK CORP.
SENJU COMTEK CORP.
Santa Clara, California
50-99 employees
Senju Comtek Corp is a Higher Education company located in 1171 N 4th St, San Jose, California, United States.
Retirement Benefits Rank
Market Competitive
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SEQUOIA WEALTH ADVISORS
SEQUOIA WEALTH ADVISORS
San Jose, California
1-24 employees
Sequoia Wealth Advisors a financial services company based out of three locations: Silicon Valley - 99 Almaden Boulevard Suite 925, San Jose, CA 95113 Aptos Office - 23 Seascape Village, Aptos, CA 95003 Nevada Office- 1625 NV-88, Minden, NV 89423
Retirement Benefits Rank
Market Leading
MONTEREY PRIVATE WEALTH, INC.
MONTEREY PRIVATE WEALTH, INC.
Monterey, California
1-24 employees
At Monterey Private Wealth, we are here to answer your most challenging financial questions. We are a fiduciary and fee-only financial adviser - 100% fee-only. This means we only get paid the fees our clients pay us, and we do not accept commissions or payments from third parties. Monterey Private Wealth provides advanced financial planning and wealth management services, including investment management and estate, tax, and retirement planning. You can expect a thoughtful experience that starts with our Lifetime Planning Approach as we guide you through your financial journey -both now and throughout your financial future. Our Resilient Portfolios will help you get the returns you need without taking excessive risks. You’ll have an investment plan that’s coordinated with your financial plan - all personalized to your values, needs, and concerns. Your advisor at Monterey Private Wealth will guide you on your path to financial security, leaving you with time to focus on what’s most important to you - your, and your family. Monterey Private Wealth believes in service above self. This spirit of generosity remains a common thread in our organization. Whether it is giving of our time, talent, or treasure, we share a heart of service. By committing ourselves to being lifelong learners, we find solutions to complex situations. Our culture of honor creates an environment where differences are strengthened toward solutions. We empower our team members to develop professionally while engaging as a stakeholder in the community. We honor each relationship, knowing strong relationships make for stronger communities. We are valued for our contribution, not by our position. Monterey Private Wealth is an independent registered investment advisor (RIA) registered with the United States Securities & Exchange Commission.
Retirement Benefits Rank
Market Leading
SUSTAINABLE CAPITAL FINANCE
SUSTAINABLE CAPITAL FINANCE
Campbell, California
1-24 employees
Sustainable Capital Finance (SCF) is a third party financier & owner/operator of commercial & industrial (C&I) solar, storage and EV charging assets and is comprised of experts that specialize in structured finance and project development. SCF has a vast network of EPCs and Developers across the US that submit project development opportunities through SCF’s cloud-based platform, the “SCF Suite”. This allows SCF to acquire and develop early to mid-stage C&I solar, storage and EV charging projects, while aggregating them into large portfolios.   SCF has standardized the diligence and transaction process, thus creating cost-efficiencies and risk mitigation, in order to solidify the C&I marketplace as an investment-worthy asset class.
Retirement Benefits Rank
Market Laggard
EPLANET CAPTIAL ADVISORS US, INC
EPLANET CAPTIAL ADVISORS US, INC
San Jose, California
1-24 employees
ePlanet Capital is headquartered in California, and has offices in London and Beijing. We invest in technology businesses that have the greatest potential for high growth and category dominance the world over
Retirement Benefits Rank
Market Laggard
KING WEALTH PLANNING, INC
KING WEALTH PLANNING, INC
San Jose, California
All Size Average employees
“Retirement is a journey. Let us be your guide.” For more than three decades, King Wealth Planning has remained committed to its philosophy of independent, unbiased retirement planning services. We have the expertise to provide comprehensive and coordinated retirement, estate and investment advice. As your retirement guide, we will strive to acquire a complete and accurate understanding of your goals, your decision making style, and your financial history. In creating your personal plan, we propose a series of strategies to help you realize your vision for the future. Once your plan is set in place, we help ensure that you follow through on that plan so that you can pursue your life’s goals. With the use of our WealthGUIDE System, we meet with you regularly to review, revise, and take actions that keep you guided in the right direction. We are humbled by the fact that many of our clients have been with us since our founding in 1988 and continue to receive the benefits of a long term relationship built on high professional standards and trust. If you are considering us as your wealth management and retirement planning advisors, we invite you to experience what our clients already know: a personal partnership with King Wealth Planning can make the journey easier and more rewarding. Contact us today for a complimentary initial consultation. We put your money to work so you don't have to. Plan to enjoy life.
Retirement Benefits Rank
Top Benefits