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Showing 1 - 11 of 11 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
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
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
ISC GROUP INC
ISC GROUP INC
Dallas, Texas
51-200 employees
At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987. As an independent firm, we have you – our client – and only you in mind. Our goal is to help you achieve the future you so richly deserve. From individual investors to non-profits and corporate entities, our services are carefully designed for your success. We invite you to discover the benefits of our proactive approach to helping you address your goals and objectives. Securities offered through institutional securities corporation, member FINRA/SIPC. Affiliate of ISC Group, Inc.
Retirement Benefits Rank
Top Benefits
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LP ANALYST
LP ANALYST
Dallas, Texas
51-200 employees
LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community. The firm supports limited partners, general partners, and advisors with data-driven, actionable analyses to support decision making and enhance returns. LP Analyst’s founders have worked together for more than 10 years, advised on more than $50B in assets, and leverage backgrounds in investment banking, consulting, and secondary advisory. For more information, contact Bill Farrell at [email protected] or visit www.lpanalyst.com Follow on Twitter: @LPAnalyst Connect on LinkedIn: www.linkedin.com/in/billfarrell3 www.linkedin.com/in/katitapalamar
Retirement Benefits Rank
Below Market
OLD TRINITY PARTNERS, LLC
OLD TRINITY PARTNERS, LLC
Dallas, Texas
51-200 employees
Trinity Partners is a full-service commercial real estate firm serving corporate users and institutional owners throughout the United States, with ten service lines ranging from landlord and tenant representation to property management and investment sales. We’re known for our entrepreneurial spirit, best-in-class performance, and our respected team of commercial real estate professionals, who are directly responsible for our company’s success and collaborative culture. After 25 years in the industry, we currently lease and/or manage over 26 million square feet of office, industrial, mixed-use, and retail space across the region through our four offices in Charlotte and Raleigh, North Carolina, and Greenville and Columbia, South Carolina.
Retirement Benefits Rank
Market Laggard