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Showing 1 - 12 of 17 results
MORGAN CREEK CAPITAL MANAGEMENT, LLC
MORGAN CREEK CAPITAL MANAGEMENT, LLC
Chapel Hill, North Carolina
1-24 employees
Morgan Creek Capital Management, LLC is an SEC-registered investment adviser founded with a vision of offering institutional and family office investors the same forward-looking strategies that made the large university endowments its leadership had previously managed so successful: integrating alternative investments into traditional equity and fixed income portfolios. Morgan Creek provides a customized outsourced investment office to clients in need of a targeted solution, as well as discretionary strategies to assist clients in building investment programs based on the University Endowment Model. Many members of our senior investment team have a fiduciary pedigree, having previously worked at some of the top university endowment programs in the country (Notre Dame, UNC-Chapel Hill, Duke and Stanford), and with this experience of allocating capital across all asset classes, the firm has built a global network with access to what we believe to be top-tier investment managers. Our headquarters are located in Chapel Hill, North Carolina, with an investment research office in Shanghai and investment professionals located in various cities in the US. Solutions Morgan Creek’s solutions assist clients with global allocations to: hedge funds, traditional equity and fixed income, absolute return, emerging markets, credit, private equity, real estate/real assets, venture capital, energy & natural resources. Please visit www.morgancreekcap.com to view important disclaimers.
Retirement Benefits Rank
Market Leading
TRUEBRIDGE CAPITAL
TRUEBRIDGE CAPITAL
Chapel Hill, North Carolina
25-49 employees
Established in 2007, TrueBridge Capital Partners is an alternative asset management firm focused on generating superior returns in the venture capital industry. TrueBridge is recognized for its data-driven approach to investing in venture and seed/micro-VC funds, as well as directly in high-growth technology companies alongside premier VC investors. The firm has a long-standing partnership with Forbes to produce The Midas List, The Midas List Europe, and Next Billion Dollar Startups, which highlight annual rankings of technology’s top investors and companies. The firm currently manages over $5.5 billion in institutional assets and is located in Chapel Hill, NC. For industry insights, primers, readers digest, and more, check out TrueBridge’s Forbes blog here: https://www.forbes.com/sites/truebridge/#420ca66a3999
Retirement Benefits Rank
Market Competitive
HATTERAS VENTURE MANAGEMENT LLC
HATTERAS VENTURE MANAGEMENT LLC
Durham, North Carolina
1-24 employees
Hatteras Venture Partners is a venture capital firm that builds transformational companies in the areas of biopharmaceuticals, medical devices, diagnostics, healthcare IT, and related opportunities in human medicine. We typically invest in companies built on cutting-edge science from leading academic institutions. The firm has invested in companies across the United States in most of the major hotspots for health innovation. Given our headquarters location in RTP, NC, Hatteras plays a leadership role in building companies in North Carolina and the Southeastern United States, where technology is plentiful but resident venture capital is limited. Core to the mission of Hatteras Venture Partners is a belief that entrepreneurial innovation will create valuable new products that will transform the practice of medicine and create value for our investors. As entrepreneurs, operators, and investors, we are dedicated to the success of our companies and to the men and women who create them. Founded in 2000 and based in Durham, NC, the firm consists of an experienced team with a broad and complementary skill set that is particularly relevant to building successful new biomedical companies. The Hatteras team brings operational experience, a successful track record, and a proven ability to enhance the value of the companies in which it invests. With five funds, the firm has approximately $450 million under management. Hatteras is an Innovation to Impact sponsor of the Council for Entrepreneurial Development, a member of NCBIO, and an active volunteer in support of North Carolina and Southeast regional biotech activities.
Retirement Benefits Rank
Market Leading
HILLTOP WEALTH ADVISORS, LLC
HILLTOP WEALTH ADVISORS, LLC
Chapel Hill, North Carolina
1-24 employees
At Hilltop Wealth Advisors, we want to empower you to pursue the life of your dreams, to make sound financial decisions with confidence, and to make a positive impact on the world around you. Teamwork is important to us. We believe this approach strengthens each of us, leads to new ideas, helps us to navigate in an ever-changing environment, and most importantly helps you work towards your goals. We continue to develop our team and process to help put you at the top of the hill, so that you have a full view of where you are and the paths in front of you. We hope you’ll come join us. Hilltop Wealth Advisors, LLC is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosure: https://www.hilltopwealthadvisors.com/disclosures.
Retirement Benefits Rank
Top Benefits
IDEA FUND PARTNERS
IDEA FUND PARTNERS
Chapel Hill, North Carolina
1-24 employees
As one of the oldest and most active early-stage investment firms in the Southeast, our investment philosophy has been honed from years of experience. We fund entrepreneurs who are applying technology and business model innovations to industries in the earliest stages of digital disruption with an emphasis on underserved people, places and stages.
Retirement Benefits Rank
Below Market
KUHN ADVISORS, INC.
KUHN ADVISORS, INC.
Durham, North Carolina
1-24 employees
For over 30 years, Kuhn Advisors has partnered with families across the country to grow their wealth and achieve all their financial priorities so they feel secure knowing they can realize a comfortable retirement, pay for their children's college educations, and map a philanthropic plan to leave a meaningful legacy.  Our multi-generational team provides intentional advice to simplify the financial complexities of each life stage and helps clients keep emotional reactions to financial markets in check in order to optimize opportunities for wealth creation. -- Kuhn Advisors, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Kuhn’s investment advisory services can be found in its Form ADV Part 2, which is available upon request
Retirement Benefits Rank
Top Benefits
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PHOENIX WEALTH ADVISORS, INC.
PHOENIX WEALTH ADVISORS, INC.
Chapel Hill, North Carolina
1-24 employees
We are a diverse team, united behind our clients’ goals and driven to help them pursue financial success. Our experience helps us seamlessly integrate to help you accomplish your financial dreams and goals. Working with any of us means you have an office of intellectual capital behind you, leveraging our collective experience to provide sound, comprehensive financial guidance. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Phoenix Wealth Advisors, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Phoenix Wealth Advisors, Inc ("PWA") is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about PWA, including its investment strategies and objectives, can be obtained by visiting www.pfinx.com. A copy of PWA’s ADV is available, without charge, upon request
Retirement Benefits Rank
Market Leading
ELEFANTE FINANCIAL SERVICES
ELEFANTE FINANCIAL SERVICES
Durham, North Carolina
1-24 employees
Elefante Financial Services is dedicated to providing comprehensive wealth planning and investment services to our clients. We are committed to a ‘planning first’ approach and will not recommend any course of action until we are fully aware of the client’s goals and objectives. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity. Our services include: • Investment and Asset Allocation Planning • Retirement Planning • Life Insurance Analysis and Solutions • Education Funding / Planning • Estate Planning • Fee Based Planning Services • Small Business Retirement Plans Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC sipc.org https://www.sipc.org/ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit https://www.garyelefante.com/
Retirement Benefits Rank
Top Benefits
ARJUNA CAPITAL
ARJUNA CAPITAL
Durham, North Carolina
1-24 employees
Sustainable investing starts with the understanding that a just society, a healthy environment, and competitive financial returns are all “bottom line” issues. The Arjuna Capital team brings five decades of sustainable investing experience to the partnerships we forge with our clients. Together, we invest in the kind of world we want to live in. Arjuna Capital works with high net-worth individuals, families, and foundations to create a suite of sustainable investments that makes sense to and for the client. At the heart of these relationships is an ongoing, in-depth conversation about the ways clients want their money put to work.
Retirement Benefits Rank
Market Competitive
BLASER INVESTMENT MANAGEMENT GROUP
BLASER INVESTMENT MANAGEMENT GROUP
Burlington, North Carolina
1-24 employees
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. **Blaser Investment Management Group, Full Branch 3065 South Church Street Burlington, NC 27215, 336-586-0012** This communication is strictly intended for individuals residing in the states of **NC, IN, CA, CO, FL, GA, KY, MI, MN, MS, NY, OH, PA, SC, TN, TX, VT, VA**. No offers may be made or accepted from any resident outside these states dueto various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Market Competitive
BETTY ANDREWS INVESTMENT MANAGEMENT LLC
BETTY ANDREWS INVESTMENT MANAGEMENT LLC
Burlington, North Carolina
1-24 employees
- Assisted in managing 170M in assets, primarily in the form of stocks, mutual funds, and variable rate annuities- Developed software that determines how much a client's portfolio assets deviate from the model for their risk tolerance- Evaluated stocks and mutual funds using technical and fundamental analysis to determine which securities to buy- Met with clients to discuss semi-annual portfolio performance, potential investments, and market outlook
Retirement Benefits Rank
Top Benefits
WOODWARD FINANCIAL ADVISORS, INC.
WOODWARD FINANCIAL ADVISORS, INC.
Chapel Hill, North Carolina
1-24 employees
We are an independent, Fee-Only, financial planning and investment management firm focused on helping our clients achieve financial peace of mind. As an independent Registered Investment Advisor, we are free to choose from the universe of possible investments and are not restricted to products from a particular provider. Additionally, we are legally obligated to meet a fiduciary standard with our clients, meaning that their interests must come before our own. Our fee-only approach also addresses potential conflicts of interest: since we do not make any commissions, sell any products or accept or pay any referral fees, our clients know that our recommendations are truly in their best interest.
Retirement Benefits Rank
Below Market