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Showing 1 - 12 of 31 results
ANCIENT ART LP
ANCIENT ART LP
Austin, Texas
11-50 employees
ANCIENT ART LP is an investment management company based out of 500 WEST 5TH ST STE 1110, AUSTIN, Texas, United States.
Retirement Benefits Rank
Top Benefits
YACKTMAN ASSET MANAGEMENT LP
YACKTMAN ASSET MANAGEMENT LP
Austin, Texas
11-50 employees
Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.
Retirement Benefits Rank
Top Benefits
FINANCIAL MANAGEMENT PROFESSIONALS, INC.
FINANCIAL MANAGEMENT PROFESSIONALS, INC.
Austin, Texas
11-50 employees
At FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you achieve your financial goals. The Fee-Only Approach: As a fee-only firm, we do not receive any commissions. Solutions: - Financial Planning - FMP uses your financial goals as the foundation for our relationship with you. . - Investment Management - At FMP, our investment team of experts uses their years of experience, knowledge and resources to develop and implement disciplined investment strategies. - Qualified Plans - With many years of experience in qualified plans, FMP will guide employers through the process of implementing and monitoring retirement plans. - Private Investments - FMP uses proprietary vehicles to deliver private opportunities to client portfolios. Office locations: Austin, TX; Lake Charles, LA; and Beaumont, TX
Retirement Benefits Rank
Market Competitive
TRITIUM PARTNERS LLC
TRITIUM PARTNERS LLC
Austin, Texas
11-50 employees
Founded in 2013, Tritium Partners is a private equity firm focused on technology and services companies with exceptional growth potential. With ~$1.5B of committed capital raised, Tritium actively partners with talented founders and executives in seeking to build market-leading companies through high-growth initiatives, while maintaining capital efficiency. Tritium’s approach emphasizes creating long-term value through both strategic growth plans and acquisitions. Tritium generally seeks to invest $20-100 million into companies with $5-75 million of revenues in the following technology and service sectors: • FinTech & Financial Services • Internet Marketplaces • Software, Data & Analytics • Supply Chain & Logistics • Tech-Enabled Business Services
Retirement Benefits Rank
Top Benefits
RICHARD P. SLAUGHTER HOLDINGS, LLC
RICHARD P. SLAUGHTER HOLDINGS, LLC
Austin, Texas
11-50 employees
Your Interests First and Foremost In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of any product constraints or conflicts of interest. As one of the original fee-based firms in the nation, Slaughter Associates still maintains this unique autonomy. This independence also allows Slaughter Associates to guide your investments to the best vehicle available, a true advantage over commission-based or even fee-based relationships in which recommendations are limited to pre-selected funds and made by salespeople, not industry experts. A Reputation Built On Trust At Slaughter Associates, our clients work with experienced professionals who hold multiple industry designations, including CERTIFIED FINANCIAL PLANNER™ practitioners who tailor and execute a strategy to achieve each customer’s unique financial goals. Slaughter Associates is regularly named among "top wealth managers"​ by leading local and national financial publications such as Financial Advisor Magazine. Members of our team often serve as expert resources for the media. Our company has been repeatedly recognized as a "Best Place to Work"​ by the Austin Business Journal. All of which adds up to exceptional service and a lasting relationship you can trust.
Retirement Benefits Rank
Top Benefits
VAN DEN BERG MANAGEMENT I, INC.
VAN DEN BERG MANAGEMENT I, INC.
Austin, Texas
11-50 employees
From humble beginnings, Arnold Van Den Berg, a Holocaust survivor, learned at an early age what it means to work hard, to sacrifice, and to help others. It is his spirit of helping that has shaped the way he has lived his life and runs the business. Each individual who has joined Century Management shares Arnold’s values and passion to truly help others reach their goals. It is what has defined our success. Make a Positive Impact Treat every moment as an opportunity to improve people’s lives. Objectivity With humility, make sound decisions based on independent thinking, facts, and lessons from the past. Integrity Take pride in everything we do, continuously strive for better outcomes, and be transparent. Golden Rule Treat everyone fairly, honestly, ethically, and compassionately. Disclosures: Please read our Social Media disclosures: Legal Information & Disclosures — Century Management (centman.com) Century Management ("CM") is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. CM is also registered as a Portfolio Manager in the Province of Ontario. More information about CM’s investment advisory services can be found in its Form ADV Part 2A and/or Form CRS, which is available upon request by calling 512-329-0050 or by visiting centman.com. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. All investments involve risk and unless otherwise stated, are not guaranteed. Principal loss is possible. Forward-looking statements are not guaranteed.
Retirement Benefits Rank
Market Laggard
RICHARD P. SLAUGHTER ASSOCIATES, INC.
RICHARD P. SLAUGHTER ASSOCIATES, INC.
Austin, Texas
11-50 employees
Your Interests First and Foremost In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of any product constraints or conflicts of interest. As one of the original fee-based firms in the nation, Slaughter Associates still maintains this unique autonomy. This independence also allows Slaughter Associates to guide your investments to the best vehicle available, a true advantage over commission-based or even fee-based relationships in which recommendations are limited to pre-selected funds and made by salespeople, not industry experts. A Reputation Built On Trust At Slaughter Associates, our clients work with experienced professionals who hold multiple industry designations, including CERTIFIED FINANCIAL PLANNER™ practitioners who tailor and execute a strategy to achieve each customer’s unique financial goals. Slaughter Associates is regularly named among "top wealth managers"​ by leading local and national financial publications such as Financial Advisor Magazine. Members of our team often serve as expert resources for the media. Our company has been repeatedly recognized as a "Best Place to Work"​ by the Austin Business Journal. All of which adds up to exceptional service and a lasting relationship you can trust.
Retirement Benefits Rank
Top Benefits
AUSTIN ASSET MANAGEMENT COMPANY
AUSTIN ASSET MANAGEMENT COMPANY
Austin, Texas
11-50 employees
Investment decisions are as much about deciding how to manage your wealth as they are about deciding who should manage your wealth. As a fee-only wealth management firm, we are advocates for our clients and provide financial advice which is as authentic and enduring as our partnership. Whether you have just sold a business, received an inheritance, want to establish a foundation, or simply plan for retirement—when we become partners in your financial future, we intend to be your partner for life.
Retirement Benefits Rank
Below Market
AUSTIN TRUST COMPANY
AUSTIN TRUST COMPANY
Austin, Texas
11-50 employees
Austin Trust Company was the first private trust company to be chartered by the Texas Department of Banking. We received charter number T-001 on November 23, 1987, and we proudly continue to set the gold standard on how to operate, manage, and grow. With approximately $1.1 billion held in trusts, agencies, and custody accounts, our experienced team is ready to help you make the decisions and plans that meet the needs of your unique situation. We offer a wide range of fiduciary services to establish a multigenerational relationship for your family’s financial future. Whether you have a straightforward revocable trust, a copious, detailed estate or are establishing a Special Needs Trust to help a loved one living with a disability maintain their eligibility for benefit programs, we are here for you. Our commitment to quality means that all our clients can expect prompt response times, in-person or virtual meeting accommodations, accurate tax reporting based on account type, well-maintained account records and statement distribution.
Retirement Benefits Rank
Market Competitive
REAP FINANCIAL GROUP, LLC
REAP FINANCIAL GROUP, LLC
Austin, Texas
11-50 employees
At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs. To begin, we’ll sit down and listen to your financial goals, help identify gaps that may exist in your current plan, and prepare an advanced financial plan to help you accomplish what matters most to you and your family. We were founded to help successful families achieve all that is important to them and we strive to work with professionals who also have expertise in their related fields. As you change and grow, the environment of your money fluctuates; the stock market, taxes, and estate laws change. We make it our mission to understand and support your goals and help you create a wealth management plan that can adjust to your needs.
Retirement Benefits Rank
Market Leading
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MICROVENTURES INC
MICROVENTURES INC
Austin, Texas
11-50 employees
MicroVentures connects angel investors with startups. It is the first online, equity based crowdfunding platform to enable venture capital financing. MicroVentures provides founders access to early stage capital, and accredited investors opportunities to invest in private equity. It is also the first broker/dealer in the U.S. to help startups raise capital in exchange for equity.
Retirement Benefits Rank
Top Benefits
ATOM INVESTORS LP
ATOM INVESTORS LP
Austin, Texas
11-50 employees
Atom is a global investment platform that unifies industry-leading investment talent with systematic portfolio construction and disciplined risk management.
Retirement Benefits Rank
Top Benefits