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Showing 1 - 12 of 81 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
Market Leading
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
Top Benefits
COBRO VENTURES, INC
COBRO VENTURES, INC
Towson, Maryland
1-24 employees
We are a private investment firm focused on software and biotech. Our team has a 20 year track record of building successful businesses as founders, operators, and investors with both private and public exits. We provide resources, venture capital, and expertise to create significant value during critical phases of innovation.
Retirement Benefits Rank
Top Benefits
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
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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
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 Laggard
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 Competitive
FUSCO FINANCIAL ASSOCIATES INC.
FUSCO FINANCIAL ASSOCIATES INC.
Towson, Maryland
1-24 employees
Since 1986, we have been committed to serving clients with a high level of personal service and a disciplined approach to managing and preserving wealth. We have established a reputation for excellence by offering carefully considered financial guidance to individuals, business owners, professionals, organizations and corporate retirement plans throughout Baltimore and beyond. Fusco Financial Associates is a comprehensive financial services practice committed to helping you improve your long-term financial success. Our customized strategies are designed to seek growth and conservation of your wealth by delivering an unprecedented level of personalized service. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and confidence to provide financial independence. One thing all our clients share is our ongoing commitment to serving them with a hands-on approach and high level of financial expertise. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Fusco Financial Associates, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. 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. 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. Social Media Disclosure - http://www.raymondjames.com/smicd.htm
Retirement Benefits Rank
Below Market
HARVEST INVESTMENT CONSULTANTS, LLC
HARVEST INVESTMENT CONSULTANTS, LLC
Hunt Valley, Maryland
1-24 employees
Harvest Investment Consultants, LLC is an independent registered investment advisor.
Retirement Benefits Rank
Market Leading
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