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Showing 1 - 12 of 15 results
THE STERLING GROUP, L.P.
THE STERLING GROUP, L.P.
Houston, Texas
50-99 employees
Founded in 1982, The Sterling Group, L.P. (www.sterling-group.com) is a private equity investment firm that targets controlling interests in basic manufacturing, industrial services and distribution companies. Typical enterprise values of these companies range from $100 million to $750 million. Sterling has sponsored the buyout of over 55 platform companies and numerous add-on acquisitions for a total transaction value greater than $10 billion. Sterling partners with management teams to grow and build winning businesses in the industrial sector. Nearly 80% of Sterling’s past partnerships have been with family businesses and corporate carve-outs. Sterling excels as a partner where it can bring its operational focus and expertise to a situation.
Retirement Benefits Rank
Market Competitive
BRIDGEWAY CAPITAL MANAGEMENT, LLC
BRIDGEWAY CAPITAL MANAGEMENT, LLC
Houston, Texas
25-49 employees
We believe principles are the foundation of prosperity. We are Bridgeway. We practice relational investing, an approach that bridges the gap between investment results and returns for humanity by taking an innovative approach to asset management. Bridgeway does not approve of or endorse any third-party communications on this site. Relational investing bridges the gap between investment results and returns for humanity by taking a innovative approach to asset management. It is a statistical, evidence-based investment approach motivated by a passion for servant leadership and global impact which we accomplish by donating 50% of our firm profits to organizations making a positive impact for humanity. Relational investing focuses on generating enduring results that meet client investment objectives while fostering transformative change in the world. Our clients and our partners are investors who value evidence, relationships, and commitment to principles. Collectively, we are curious and purposeful servant leaders. For decades, our clients and partners have chosen us because: • We value independent thought and relationships. • We embrace a long-range mindset. • Our profits directly benefit humanity. We are not at the end. We’re at the beginning. We are creating a new world of prosperity. Join us.
Retirement Benefits Rank
Top Benefits
PLATFORM PARTNERS LLC
PLATFORM PARTNERS LLC
Houston, Texas
1-24 employees
Founded in 2006, Platform Partners LLC is a Houston-based private investment firm that partners with founders and executives of companies with enterprise values typically between $25 and $250 million. We have invested in over 30 companies through a perpetual holding company structure, which allows for a long-term, patient approach to building strong, profitable companies. As of September 2024, Platform manages approximately $800 million in assets. Platform is almost always the first institutional investor, and we actively assist through identifying and funding growth initiatives, recruiting talented executives and providing access to senior in-house technology, HR and tax resources. Since its founding, Platform’s portfolio companies have grown in value at an average annualized rate of more than 25% per year. For a full list of our partners, please visit https://platformllc.com/our-partners/.
Retirement Benefits Rank
Below Market
FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
Houston, Texas
1-24 employees
Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them. Our primary goal is to Simplify Your Financial Life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients. Together we’ll construct a plan and investment strategy to meet your goals, and give you greater confidence in your future. Financial Synergies is an independent Registered Investment Advisor, and we follow the highest fiduciary standard, meaning your interests are our utmost priority. We work on a fee-only basis and do not sell commission-based products. This gives us the freedom to develop your financial plan and investment strategy without outside influence. **The information on this site has been prepared solely for information purposes. It is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. We do not make any representations or warranties as to the accuracy, timeliness, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to our site or incorporated herein.
Retirement Benefits Rank
Top Benefits
SYDECAR INC.
SYDECAR INC.
Houston, Texas
50-99 employees
Sydecar is a frictionless deal execution platform for venture investors. Our platform handles back-office operations for venture investors, automating banking, compliance, contracts, and reporting so that customers can focus on making deals and building relationships. The opportunity in venture capital is greater than ever. But for aspiring investors, getting started can be intimidating, expensive, and time-consuming. We’re here to help! Sydecar makes private investing dead simple so you can focus on what matters most: building relationships and sourcing investment opportunities. We're hiring! Join us to empower the next generation of investing leaders. https://bit.ly/sydecar-jobs
Retirement Benefits Rank
Top Benefits
NUEVO PARTNERS LLP
NUEVO PARTNERS LLP
Houston, Texas
1-24 employees
Nuevo Partners LLP was founded in 2006, by Thomas Polec, and Dennis DeLoach as an Over Counter Arranging Broker based in Houston, Texas. Nuevo specializes in arranging trades for accredited companies such as trading houses, energy majors, and banks that operate within the energy sector. Due to changing dynamics in the global markets, Nuevo opened a branch office in London, England in January 2023 to create seamless market coverage for our customers. With over 100 years of combined experience among our partners and employees, our team has the knowledge and expertise to secure the best price execution and market insights. We pride ourselves on operating with complete integrity and trustworthiness and are committed to building long-lasting relationships with our clients.
Retirement Benefits Rank
Market Leading
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SELAH FINANCIAL SERVICES, INC.
SELAH FINANCIAL SERVICES, INC.
Friendswood, Texas
1-24 employees
Selah – a place to pause and consider wisely when it comes to your finances today, your financial future, and your investments. Our focus at Selah is to offer advice in the customer's best interest. That is why we use well-diversified portfolios as the basis of our strategy. At Selah, we listen first. Then, together, as Investment Adviser Representatives of Commonwealth Financial Network, we design a strategy tailored to your needs and your goals. As a part of our family, you are part of a patient, friendly, and personal financial experience. We want you to understand before you invest, so we take the time to explain. Securities and Advisory Services are offered through Commonwealth Financial Network, member FINRA (www.finra.org)/sipc (www.sipc.org), a Registered Investment Adviser, and is one of the preeminent independent broker/dealers in the United States. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NM, NV, OH, OK, PA, SC, TN, TX, WA, WV, and WY. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.• Fixed insurance products and services offered by Selah Financial Services are separate and unrelated to Commonwealth. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Market Leading
ALTRUVISTA LLC
ALTRUVISTA LLC
Houston, Texas
1-24 employees
AltruVista helps business owners and their families navigate the complexities of their business and personal wealth. Our Wealth with Purpose® process, developed exclusively for business owners, brings together your business, balance sheet and personal planning. We lead with your vision, providing innovative strategies to integrate your advisors and capture your success. The Wealth with Purpose® Process: · Determine Synergy and Value · Evaluate, Define, Educate · Collaborate, Design, Communicate · Implement and Coordinate · Review and Track Whether you are just starting your business journey, experiencing exponential growth, or looking to form your exit strategy, AltruVista would love to work with you and your family to ensure you are positioned to capture success. To learn more and sign up for our email list visit www.altruvistawealth.com. Financial Planning and Investment Advisory services offered by AltruVista LLC, a SEC Registered Investment Advisor. Securities offered by Valmark Securities, Inc. Member FINRA, SIPC. AltruVista LLC and Valmark Securities are separate entities. Third party posts do not reflect the views of Valmark Securities or your AltruVista and have not been approved prior to posting.
Retirement Benefits Rank
Below Market
TURK INVESTMENTS, LTD.
TURK INVESTMENTS, LTD.
Houston, Texas
1-24 employees
Turk Investments Ltd is a retail company based out of 6230 Evergreen St Ste A, Houston, Texas, United States.
Retirement Benefits Rank
Top Benefits
DEARBORN AND CREGGS INSURANCE AGENCY, INC.
DEARBORN AND CREGGS INSURANCE AGENCY, INC.
Sugar Land, Texas
1-24 employees
For over three decades Dearborn & Creggs has provided financial planning & investment advice in Fort Bend County and the greater Houston area. We have experience with employees of municipalities and public schools, including members of the Teacher Retirement System of Texas (TRS), Texas County & District Retirement System (TCDRS), and Texas Municipal Retirement System (TMRS). If you are interested in a career where you can truly make a difference in people's lives then Dearborn & Creggs may have a place for you. Visit https://www.dearborncreggs.com/careers for additional information. Visitors to this page must avoid posting reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and securities laws and may not reflect the experience of all clients of the financial advisor. Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com, Dearborn & Creggs Investments and the above firms are independent and non-affiliated. The Lincoln Investment family of companies nor any of its representatives is affiliated with the Teacher Retirement System of Texas (TRS of Texas), Texas County and District Retirement System (TCDRS), and Texas Municipal Retirement System (TMRS); and TRS of Texas, TCDRS and TMRS does not sponsor, authorize or endorse the retirement educational services described in this or other communications of Lincoln Investment.
Retirement Benefits Rank
Market Competitive
AMERICAN GOLD RESERVE LLC
AMERICAN GOLD RESERVE LLC
Houston, Texas
1-24 employees
We pride ourselves on employing the most experienced and successful appraisers for each assignment. We only engage state qualified appraisers for every assignment. And our appraisers live in the areas they appraise to ensure that they correctly understand the local market dynamics of every property... ​ Regulatory compliance with all current national and state standards of appraiser independence as established by AIR, Dodd Frank, FHA, TIL, HERA, HOEPA, FNMC, and FHLMC is our top priority. In addition to our strict compliance policies, no one protects mortgage lenders more against loss– up to $3,000,000 per appraisal...
Retirement Benefits Rank
Below Market
MILLCREEK CAPITAL MANAGEMENT LLC
MILLCREEK CAPITAL MANAGEMENT LLC
Houston, Texas
1-24 employees
Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas. Founded in 1996, we provide a full range of investment services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts. Chilton is an independent, employee owned organization of seasoned professionals dedicated to client service, client education, and client peace of mind. We charge a fee only on assets under management, and do not receive any commissions for selling products. Our fee structure allows for transparency and objectivity, which insures our interests remain fully aligned with those of individuals, families, and organizations we serve. At Chilton we share a passion for innovation with an avid commitment to traditional methods of security analysis, research, risk management and shared experiential knowledge.
Retirement Benefits Rank
Below Market