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Showing 1 - 12 of 66 results
THE EDGAR LOMAX COMPANY
THE EDGAR LOMAX COMPANY
Alexandria, Virginia
1-24 employees
The Edgar Lomax Company is a boutique asset management firm focusing on large-cap value style domestic, global, and international equity portfolios for institutional clients and high net worth individuals. The Edgar Lomax Company also manages a large-cap value style domestic equity mutual fund, and is located in Springfield, Virginia.
Retirement Benefits Rank
Market Leading
EDGEMOOR INVESTMENT ADVISORS, INC.
EDGEMOOR INVESTMENT ADVISORS, INC.
Bethesda, Maryland
1-24 employees
Edgemoor Investment Advisors, Inc. is a wealth management firm providing investment management services to individuals, retirement plans, trusts, non-profit organizations, and foundations. The firm focuses on long-term capital appreciation, preservation of capital, and income through disciplined management of value-oriented equity and income-generating portfolios. Edgemoor Investment Advisors, Inc. is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Edgemoor, including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.
Retirement Benefits Rank
Top Benefits
COUNCIL OF INSTITUTIONAL INVESTORS DEFINED BENEFIT PLAN
COUNCIL OF INSTITUTIONAL INVESTORS DEFINED BENEFIT PLAN
Washington, District of Columbia
1-24 employees
We're the Voice of Corporate Governance. The Council of Institutional Investors (CII) is a nonprofit, nonpartisan association of corporate, public and union employee benefit funds and endowments with a focused policy mission: to be the leading voice for effective corporate governance practices for U.S. companies and strong shareowner rights and protections. CII has more than 120 General Members with combined assets that exceed $3 trillion. In addition, our Associate Members include more than 50 asset management firms that manage assets in excess of $20 trillion. CII is a diverse community of professionals who come together to learn, share perspectives and advocate. CII educates members about best corporate governance practices and provides opportunities for members to interact with peers, policymakers and investment executives. CII enjoys a reputation for honesty, leadership, thoughtful analysis and creative consensus-building. Investors, lawmakers, regulators, corporate officials and leaders of other public interest groups look to CII for expertise and ideas.
Retirement Benefits Rank
Market Leading
WELLINGTON RETIREMENT SOLUTIONS, INC.
WELLINGTON RETIREMENT SOLUTIONS, INC.
Chantilly, Virginia
1-24 employees
Pension plan design, administration, tax preparation, retirement planning, ERISA compliance. Focusing on 401(k) Plans with Safe Harbor, Cross-Testing, New Comparability, and other specialized 401(k) Plan provisions.
Retirement Benefits Rank
Below Market
TOTH FINANCIAL ADVISORY CORPORATION
TOTH FINANCIAL ADVISORY CORPORATION
Leesburg, Virginia
1-24 employees
Toth Financial professionals have delivered world-class financial and investment advice for over 32 years to our client base of high net-worth individuals. With over 100 years of combined expertise developing and managing assets, the investment professionals at Toth Financial take pride in developing highly customized portfolios that take into consideration risk tolerance, market conditions, retirement goals, and much more. Toth Financial clients place their trust and confidence in us. As a result, we are relentless in earning and retaining that trust. We are proud of our long-term client relationships.
Retirement Benefits Rank
Top Benefits
AEGIS WEALTH MANAGEMENT LLC
AEGIS WEALTH MANAGEMENT LLC
Bethesda, Maryland
1-24 employees
Wealth management is a highly personal process and at Aegis Wealth we offer a tailored, holistic approach. A fee-only, independent firm, Aegis Wealth provides a fiduciary level of service from a multi-disciplinary team of wealth advisors few can match. Our perspective is long-term, often multi-generational and focused on aligning clients' financial decisions with their broader life goals. We coordinate all aspects of our clients' financial lives into an integrated plan that includes portfolio construction, income and estate tax planning as well as charitable planning. Our long-standing client relationships are built on trust and nourished by ongoing communication and hands-on guidance.
Retirement Benefits Rank
Market Competitive
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THE MCLAUGHLIN COMPANIES, LLC
THE MCLAUGHLIN COMPANIES, LLC
Alexandria, Virginia
25-49 employees
McLaughlin Companies LLC is a real estate company based out of 239 Williams St, New London, Connecticut, United States.
Retirement Benefits Rank
Market Competitive
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
Columbia, Maryland
1-24 employees
When you choose to work with Williams Asset Management, you’ll be aligning yourself with a highly respected, fee-based independent financial planning and investment management firm. Since 1994 we’ve been providing individuals, families, and businesses across all of Howard County, Maryland, and beyond with holistic, personalized financial guidance and tax-efficient portfolio oversight; allowing them to spend less time managing their wealth and more time enjoying a fulfilling life. **** Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html Williams Asset Management 8850 Columbia 100 Parkway Suite 204 Columbia, MD 21045 Phone: (410) 740-0220 Email: [email protected]
Retirement Benefits Rank
Market Laggard
SHOT TOWER CAPITAL
SHOT TOWER CAPITAL
Baltimore, Maryland
1-24 employees
Shot Tower Capital is an investment banking boutique providing advisory and capital raising services in the media sector with a specific focus on the music industry where it has completed more transactions globally than any other investment banking firm. In addition to representing major and independent music companies and many of the most iconic music catalogs of all time, Shot Tower has extensive experience working with significant artist estates on matters relating to music and image rights including, Aretha Franklin, Michael Jackson, Prince, Mac Miller, Elizabeth Taylor, and Robin Williams. Shot Tower has a 95%+ close rate on engaged transactions as well as extensive global and cross border expertise, having completed recent transactions involving clients and counterparties in the US, Canada, UK, Europe, China, Japan, and the Middle East. Select Client Representation: - Formation of Pulse Records; - Purchase of Genesis/Collins/Mike+Mechanics by Concord; - Sale of Client investment in Primary Wave; - Hitco recorded music assets sale to Concord; - SoundHouse sale to Apollo backed HarbourView; - James Brown Estate sale to Primary Wave; - SideOne Dummy sale to Exeleration Partners; - Client investment in Primary Wave; - Non-disclosed sale of interest in iconic catalog; - World Poker Tour sale to Element Partners; - Big Deal Music on its sale to Hipgnosis; - Pulse Music on joint venture with Concord Music; - Blue Raincoat/Chrysalis Records sale to Reservoir Music; - EMI Music Publishing investors in Sony’s control buyout; - Fania Records on its sale to Concord Music; - Imagem/Rogers & Hammerstein on its sale to Concord Music; - MJ Estate on sale of its 50% interest in Sony/ATV (including the Beatles catalog) - Ease Entertainment financing and subsequent sale to EP; - EMI on the sale of Virgin Music to BMG; - Sony investor group on purchase of EMI Music Publishing. *Securities transactions executed through Shot Tower Securities LLC, member FINRA/SIPC.
Retirement Benefits Rank
Top Benefits
MERIDIAN RESEARCH GROUP
MERIDIAN RESEARCH GROUP
Washington, District of Columbia
1-24 employees
Meridian Research Group provides insight on public policy to leading investors and companies.
Retirement Benefits Rank
Top Benefits
ADVISORS FINANCIAL, INC.
ADVISORS FINANCIAL, INC.
Vienna, Virginia
1-24 employees
Advisors Financial, Inc. is a full-service, boutique financial planning firm. Founded in 1985, we are proud to still serve many of our original clients, their children and even their grandchildren. Our team of experienced, professional Certified Financial Planners is dedicated to our clients. We are life-long advocates and trusted advisors to our clients and have an in-depth educational approach to financial planning and investment management. Supported by a talented office and investment staff, our planners provide independent advice based on the unique circumstances of each client. The clients of AFI receive independent advice suited to their unique circumstances. Advisors Financial is small enough to provide clients personalized service yet also offer a full menu of sophisticated and state of the art financial planning solutions that is expected from a well-established and growing firm. Our commitment to personalized service – from asking questions to carefully listening and fully understanding to sound and continuous advice and education - ensures that we address the specific financial needs and goals of our clients. Disclosure: Advisors Financial Inc. is a SEC registered investment advisor
Retirement Benefits Rank
Market Leading
BROWN MILLER WEALTH MANAGEMENT, LLC
BROWN MILLER WEALTH MANAGEMENT, LLC
Mclean, Virginia
1-24 employees
As a competent professional, global citizen, family steward and/or successful individual, you are undoubtedly busy with life. Business, career, family, home, travel probably come first. As a result, managing your complex financial life can sometimes become a headache, even a burden. Wouldn’t it be a relief to have a team of trusted professionals you could count on to lighten your load? Even better, a team of people who would put your interests first, help simplify your life, advise and advocate for you, and treat you like family? At Brown Miller Wealth Management, we are based in the Washington, DC area and have a long history of serving professionals, business owners, high net worth families, as well as endowments and foundations across the country. We are attentive, personable and process-oriented in everything we do, ensuring that solutions are clearly and simply explained, however sophisticated they may be. Our “Discover, Design, Deliver” approach enables us to build long-term relationships with clients, using a holistic wealth management process to deliver an experience and results that improves the quality of our clients’ lives. Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities law and may not reflect the experience of all clients of the firm or financial professional.
Retirement Benefits Rank
Top Benefits