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Showing 1 - 12 of 12 results
NEPHILA ADVISORS, LLC
NEPHILA ADVISORS, LLC
Nashville, Tennessee
25-49 employees
In 2010 Nephila Advisors LLC was established, predominantly to assist Nephila Capital Ltd with investor relations, develop strategic trading relationships and business development in the United States. Nephila Capital Ltd is a Bermuda based investment manager specializing in reinsurance risk. Nephila offers a broad range of investment products focusing on instruments such as insurance-linked securities, catastrophe bonds, insurance swaps, and weather derivatives.
Retirement Benefits Rank
Market Leading
WOODMONT INVESTMENT COUNSEL, LLC
WOODMONT INVESTMENT COUNSEL, LLC
Nashville, Tennessee
1-24 employees
Founded in 2000, we are an independent registered investment advisor (RIA) with approximately $1.3 billion in assets under management as of January 2023. While headquartered in Nashville, TN, we serve high net-worth individuals, families, business owners, endowments, foundations and trusts throughout the United States.
Retirement Benefits Rank
Top Benefits
BRENTWOOD CAPITAL ADVISORS, LLC
BRENTWOOD CAPITAL ADVISORS, LLC
Nashville, Tennessee
25-49 employees
Founded in 1999 and based in Nashville, Tennessee, Brentwood Capital Advisors is one of the South’s leading investment banks that provides mergers and acquisitions and capital raising advice to privately-held, middle market healthcare, technology and tech-enabled and outsourced services companies. BCA has served as exclusive financial advisor in 96 successfully closed transactions totaling over $6.2 billion in value in these sectors. Founded in 1999, the firm is partner-owned and has 18 investment banking professionals.
Retirement Benefits Rank
Market Leading
FRIST CAPITAL LLC
FRIST CAPITAL LLC
Nashville, Tennessee
1-24 employees
Frist Cressey Ventures is a venture capital firm on a mission to transform healthcare and improve lives. Partnering with us means more than just capital. It means strategic support in the key areas that help businesses thrive, innovate, and deliver on their promise to affect systemic change.
Retirement Benefits Rank
Market Competitive
PAUL WINKLER, INC.
PAUL WINKLER, INC.
Goodlettsville, Tennessee
1-24 employees
• Opened new investment accounts (i.e. IRA’s Roth’s, Joint, and Individual accounts) • Processed distribution requests/ transfer funds for clients • Monitored Required Minimum Distributions • Implemented necessary paperwork for account updates (i.e. beneficiary changes, transfer on death’s, linking checking/saving accounts to investment accounts) • Participated in client meetings • Organized educational workshops for clients • Stayed current with changes in tax and social security rules and regulations
Retirement Benefits Rank
Below Market
AVONDALE PARTNERS, LLC
AVONDALE PARTNERS, LLC
Nashville, Tennessee
1-24 employees
Provided investing advice on publicly traded companies (including healthcare) to institutional clients. Increased firm rankings at clients via impactful stock picking, networking and strategic partnerships.
Retirement Benefits Rank
Market Laggard
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BAILEY SOUTHWELL & CO.
BAILEY SOUTHWELL & CO.
Brentwood, Tennessee
1-24 employees
Bailey & Company (“Bailey”) is a Nashville-based merchant banking platform focused on growth and late-stage healthcare and technology companies. Through the firm’s M&A advisory and strategic fund businesses, Bailey supports strong management teams that have built scalable platforms by providing strategic insights, world class advice, and access to one of the most diverse networks of industry experts. Our team of experienced professionals approach each engagement with the highest level of service, integrity, and objectivity and bring decades of industry expertise to execute complex transactions for some of the most sophisticated entrepreneurs, owner/operators, buyout groups, and strategic players. Whether providing advice to an entrepreneur-owned business or executing a complex corporate divestiture, our professionals provide tailored services to exceed our client’s goals and objectives. Our team has closed over 200 transactions for more than $15B of Transaction Value. Our professionals are operationally driven having served as senior executives for start-ups, mid-size businesses, private investment firms, and Fortune 500 companies and bring a unique perspective that comes only from having actually operated businesses. Industry Focus: Healthcare Services * Physician Practices * Behavioral Healthcare * Facilities and Alternate Sites Payer Services * Cost Containment Solutions * Medical Review * Ancillary Benefit Management Healthcare Technology * Health Management Software & Services * Consumer & Mobile Health * Population Health Management Tech-Enabled Services * Business Intelligence & Analytics * Engagement Solutions * Connected Devices
Retirement Benefits Rank
Market Laggard
WOOD FINANCIAL GROUP, LLC
WOOD FINANCIAL GROUP, LLC
Hendersonville, Tennessee
25-49 employees
Wood Financial Group is a local, independent financial services company proactively providing income strategies for individuals close to or in retirement. We offer objective investment advice using the resources found in large companies while also giving access to niche investments and the personal attention expected from small companies. We provide investment, tax and estate planning strategies to develop true financial plans. Investment advisory services through Key Capital Management, Inc.
Retirement Benefits Rank
Market Laggard
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
Brentwood, Tennessee
25-49 employees
Virtue Capital Management is a client-centric, hands-on SEC registered investment advisory firm that allows advisors to choose from proven, specialized financial models addressing each individual client’s unique investment goals, provides exceptional back office support and an industry leading level of service. Virtue Capital Management is committed to bringing dynamic, well-researched, investment techniques, strategies and portfolio’s to investment advisors and their clients. As an investment advisor, you are in charge of each of your client’s financial landscape. Every model does not fit every client; at Virtue Capital Management we stress client-driven financial planning, one client at a time. Well researched financial planning is the industry standard for Registered Investment Advisors. At Virtue Capital Management, this is our starting point. At Virtue Capital Management, we utilize a holistic approach so that everything that impacts your personal situation is taken into consideration. Virtue Capital Management services are provided to our hand-picked network of professional investment advisor representatives who alone have rights to use our proprietary investments and our specialized model portfolios. This support allows our advisors to put the focus where it belongs, on you. At Virtue Capital Management, our goal is for you to build a customized financial strategy with our expert advisors that fits your financial goals now and in the future. Life is not a sprint, it’s a marathon and at Virtue Capital Management we live by this with every financial model we offer so that you know your future is not just about tomorrow.
Retirement Benefits Rank
Market Competitive
LEGACY INVESTMENT PLANNING LLC
LEGACY INVESTMENT PLANNING LLC
Franklin, Tennessee
1-24 employees
Legion Healthcare Partners (LHP) is a group of healthcare executives, clinical advisors and domain experts. We focus on a P3 model which provides turnkey solution and remove barriers to entry for Proton Therapy (financing, development, management and operational expertise). By definition, LEGION means an immeasurable crowd, vast host, multitude or number of people. Our LEGION takes the fight against cancer to heart. Collectively, we provide unmatched experience and a fundamental yet sophisticated, data & analytics driven business model. Legion provides solutions which reduce risk and cost in the delivery of proton therapy as a clinical solution. Legion will continue to expand access to proton therapy not only by providing the technology to markets in need but also through historically proven operational solutions, proprietary operational analytics, accredited proton therapy education and training and research & development.
Retirement Benefits Rank
Market Competitive
EVENT ONE FX, LLC
EVENT ONE FX, LLC
Franklin, Tennessee
25-49 employees
Event One FX, LLC is a live production special effects company with an emphasis on pyrotechnics, close proximity fireworks, flame, cryogenic/CO2, and custom effects. E1FX serves corporate, concert, and sporting events arenas. Whether you are planning a small private gathering or entertaining millions on network television, E1's expert design team and state of the art technology will certainly make your ideas come to life. While special effects are fun and exciting for an audience, E1FX places safety and security as the number one priority for a successful show.
Retirement Benefits Rank
Below Market
INTEROCEAN CAPITAL GROUP, LLC
INTEROCEAN CAPITAL GROUP, LLC
Nashville, Tennessee
All Size Average employees
InterOcean Capital is a Registered Investment Advisor (RIA) located in Chicago, Illinois. InterOcean Capital provides portfolio management and investment consulting for institutions and individuals.
Retirement Benefits Rank
Market Laggard