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Showing 1 - 12 of 19 results
BARROW, HANLEY, MEWHINNEY AND STRAUSS, LLC
BARROW, HANLEY, MEWHINNEY AND STRAUSS, LLC
Dallas, Texas
51-200 employees
Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa. For further information, please visit www.barrowhanley.com. Disclosure: The views expressed are those of the authors as of the date referenced and are subject to change at any time. These views are not intended to be a forecast of future events or a guarantee of future results and may not be relied upon as investment advice. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. Commentary provided is not a recommendation to buy or sell securities mentioned. Any securities mentioned are selected on an objective basis for illustrative purposes and do not represent all of the securities purchased, sold or recommended by Barrow Hanley. It should not be assumed that investments in the securities has been or will be profitable. The securities do not represent all of the securities purchased, sold or recommended for advisory clients. By clicking the links to third party sites you are leaving the Barrow Hanley LinkedIn page and entering a third-party site. Barrow Hanley is not responsible for any information on these sites. For important information on the Barrow Hanley Funds: https://www.perpetual.com/mutual-funds
Retirement Benefits Rank
Top Benefits
THE ROSEWOOD CORPORATION
THE ROSEWOOD CORPORATION
Dallas, Texas
51-200 employees
Established in 1976, The Rosewood Corporation is a family-owned company with diverse worldwide operations and investments. The Rosewood Corporation is wholly-owned by the Caroline Hunt Trust Estate, which was established in 1935 by legendary oil man H.L. Hunt and his wife, Lyda, and built upon over generations by developing and acquiring businesses that are leaders in their respective industries. In the Rosewood Tradition of Excellence Rosewood Property Company www.rosewoodproperty.com Rosewood Private Investments www.rosewoodpi.com Rosewood Resources www.rosewoodresources.com Rosewood Ranches | Rosewood Beef www.rosewoodbeef.com
Retirement Benefits Rank
Top Benefits
WESTWOOD HOLDINGS GROUP, INC.
WESTWOOD HOLDINGS GROUP, INC.
Dallas, Texas
51-200 employees
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Westwood offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in two distinct investment capabilities: U.S. Value Equity and Multi-Asset, available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains an office in Houston.
Retirement Benefits Rank
Top Benefits
RESOLUTE INVESTMENT MANAGERS, INC.
RESOLUTE INVESTMENT MANAGERS, INC.
Irving, Texas
51-200 employees
Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. We offer a unique platform that delivers strategic value through a full suite of distribution, operational and administrative services available to our affiliates and partners. Resolute Investment Managers, through our affiliates, provides investment strategies and services to defined benefit plans, defined contribution plans, state and government municipalities, foundations, endowments, corporations, mutual funds, collective investment trusts, exchange-traded funds and other institutional investors, as well as retail clients. Resolute Investment Managers is a compensated promoter for ARK Investment Management LLC (“ARK Invest”) and Ninety One North America, Inc. (“Ninety One”). We are not a current client/investor of either firm. Receipt of cash and non-cash compensation influences our referral of prospective clients/investors to ARK Invest and Ninety One. We are not providing investment advice or recommending an investment in the products managed by these firms. Additional information is here -- https://www.resolutemanagers.com/solicitor-disclosure.html. American Beacon Advisors, Inc.; National Investment Services of America, LLC; Resolute Investment Distributors, Inc.; RSW Investments Holdings, LLC; Shapiro Capital Management LLC; and SSI Investment Management LLC are affiliates of Resolute Investment Managers, Inc.
Retirement Benefits Rank
Market Leading
TOLLESON WEALTH MANAGEMENT, INC.
TOLLESON WEALTH MANAGEMENT, INC.
Dallas, Texas
51-200 employees
Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. For more information, please visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/information/general-website-disclosures/.
Retirement Benefits Rank
Top Benefits
CARLSON CAPITAL, L.P.
CARLSON CAPITAL, L.P.
Dallas, Texas
51-200 employees
Carlson Capital, L.P. is a multi-strategy, alternative asset management firm based in Dallas, Texas with an office located in London. We offer an intense and dynamic business environment that provides an individual with the opportunity to think creatively and act upon their ideas.
Retirement Benefits Rank
Below Market
CAPITAL INSTITUTIONAL SERVICES, INC.
CAPITAL INSTITUTIONAL SERVICES, INC.
Dallas, Texas
51-200 employees
Serving institutional investors since 1977, CAPIS is an agency broker that offers global execution services and commission management solutions. We pair trading technologies with an unparalleled dedication to superior client service. CAPIS has one focus -- providing institutional investors with conflict-free, unbiased execution and commission management solutions. CAPIS was a pioneer in developing commission management solutions to investment managers. Today, we’re one of the only brokers to offer research credit on global equity trades as well as fixed income and options trading. We are also one of the few brokers to offer commission recapture services. Our 24-hour trading desk offers global equity trading, fixed income trading, derivatives trading, portfolio trading, outsourced trading, and transition management services. CAPIS also provides solutions for managed account advisors; reducing operational expenses and inefficiencies, achieving best execution, and ending sponsor rotation. Disclosures: https://capis.com/disclosures/
Retirement Benefits Rank
Market Competitive
THE BENEFICIENT COMPANY GROUP (USA), L.L.C.
THE BENEFICIENT COMPANY GROUP (USA), L.L.C.
Dallas, Texas
51-200 employees
Beneficient (Nasdaq: BENF) is dedicated to making the global alternative asset investment market more accessible to underserved investors, specifically mid-to-high net worth individuals and small-to-midsized institutions. We seek to achieve this mission by offering early exit solutions that enable investors to unlock the full value of their alternative assets. Our innovative AltQuote™ tool quickly generates a range of potential exit options within minutes, while our secure AltAccess® portal allows customers to explore opportunities and receive customized proposals. Through a subsidiary of Beneficient, Beneficient Fiduciary Financial, L.L.C. (BFF), we are proud to have received our charter under the State of Kansas’ Technology-Enabled Fiduciary Financial Institution (TEFFI) Act. Our business operations through BFF are also subject to regulatory oversight by the Office of the State Bank Commissioner, ensuring that in such operations we maintain the highest standards of accountability and transparency. For more information, visit www.trustben.com
Retirement Benefits Rank
Market Laggard
MMWK MANAGEMENT INC.
MMWK MANAGEMENT INC.
Plano, Texas
51-200 employees
Paradyme, formerly Paradyme Management, delivers enterprise-wide solutions that align information technology and business process to drive measurable results for organizational transparency, operational efficiency and business agility. Paradyme provides business and IT consulting services to public and private sector clients. Governments and large corporations are often composed of many departments that operate independently according to their business function. Paradyme delivers an integrated service methodology for bridging departmental silos and connecting resources directly to enterprise-wide goals. Our core competency is the strategic application of technology to improve business functions. We leverage information technology to produce meaningful business insights that support process optimization. Integrated Service Methodology Paradyme’s strength lies in the horizontal integration of its service lines. We offer clients holistic solutions by bringing our expertise in each service line to every project. Our service methodology draws from a broad range of business and IT consulting practices including Service Oriented Architecture, Business Intelligence and Business Process Management. Every project receives a unique composite of services to efficiently achieve objectives and maximize return on investment. We deliver sustainable benefits across three common business needs: Organizational Transparency: cross enterprise data integration and reporting for comprehensive information-based strategy and decision making Operational Efficiency: Streamlined business processes supported by performance metrics Business Agility: Flexible IT infrastructure that provides the business with the ability to rapidly adapt to changes in the marketplace
Retirement Benefits Rank
Market Leading
LACORE ENTERPRISES
LACORE ENTERPRISES
Melissa, Texas
51-200 employees
LACORE exists to empower people and businesses of all shapes and sizes with the resources necessary to achieve their unique goals. We actively embrace and create innovation while remaining rooted in our core values of integrity and heart. LACORE™ Enterprises, LLC started in 2011 as a consulting firm supporting businesses with a team of innovative, creative, and engaged enthusiasts. The company grew to a full-service firm serving global markets. Today, we operate as a high-quality sales development and investment agency with 75+ employees. We offer vertically integrated business services, including product development, a testing lab, merchant processing, a cGMP state of the art manufacturing plant, warehousing, and fulfillment operations.
Retirement Benefits Rank
Below Market
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NOBLE ROYALTIES, INC.
NOBLE ROYALTIES, INC.
Addison, Texas
51-200 employees
Welcome to Noble Royalties – The Nation’s Largest Independent Oil & Gas Royalties Buyer. Established in 1997, the Texas-based Company has acquired over $1.75 Billion in minerals, royalties and ORRI from landowners, aggregators, public and private oil and gas companies, and owns over 145,000 distinct royalty interests in 83,000 producing oil & gas wells across 30 states. Consider Noble first. We are buying. Contact Chase Morris or Shannon Manner to sell minerals & royalties or discuss creative capital solutions. Chase Morris - [email protected] Shannon Manner - [email protected]
Retirement Benefits Rank
Market Competitive
HART GROUP, INC.
HART GROUP, INC.
Dallas, Texas
51-200 employees
HART is a group of highly qualified UK doctors, scientists, economists, psychologists and other academic experts. We came together over shared concerns about policy and guidance recommendations relating to the COVID-19 pandemic. We continue to be concerned about the lack of open scientific debate in mainstream media and the worrying trend of censorship and harassment of those who question the narrative. Science without question is dogma. Specifically, we identify a need for public policy to reflect a broader and more balanced approach across a number of key areas.
Retirement Benefits Rank
Market Competitive