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Showing 1 - 12 of 32 results
SATURNA CAPITAL CORPORATION
SATURNA CAPITAL CORPORATION
Bellingham, Washington
100-499 employees
Saturna Capital Corporation, manager of the Saturna Sustainable, Sextant, Idaho and Amana funds, uses years of investment experience to aid investors in navigating today’s volatile markets. Founded in 1989 by professionals with extensive experience, Saturna has helped individuals and institutions build wealth, earn income, and preserve capital. Saturna’s deep-rooted belief in value investing shines through in the quality of our investments. We don’t follow trends, we analyze opportunities. Years of experience have given Saturna financial strength and stability. Most important to Saturna’s success, however, is our clients’ success. We believe that our clients’ interest always come first. Perhaps this is why our client relationships span so many years. At Saturna, we believe in making your investment dollars work hard for you. Toward this end, Saturna strives to not only offer the best investment opportunities from mutual funds to IRAs, but to match those sound investments with superior customer service.
Retirement Benefits Rank
Top Benefits
TAIYO PACIFIC PARTNERS LP
TAIYO PACIFIC PARTNERS LP
Kirkland, Washington
25-49 employees
Taiyo was founded in 2001 to capitalize on the significant investment opportunities in the Japanese market by utilizing the strategic consulting, investment management, Japanese language and operational skills of the Founding Partners. While Taiyo continues to be excited about and deeply committed to opportunities in Japan, we also see opportunities to take our successful model from Japan to the rest of Asia. Taiyo currently invests approximately $2bn in private and micro-cap to mid-cap public companies in Asia. Taiyo has close to 20 investment professional in addition to the Founding Partners. Nearly all of these professionals are native to the Asian countries they cover and the rest have all spent extensive time working in Asia and speak the local language fluently. Our professionals have a wide range of Investment Banking, Consulting, Private Equity, and Equity Research experience which enables Taiyo to Protect, Unlock and Create value within our portfolio companies. All of our investment professionals spend a significant amount of time in Asia.
Retirement Benefits Rank
Market Competitive
COLUMBIA PACIFIC ADVISORS, LLC
COLUMBIA PACIFIC ADVISORS, LLC
Seattle, Washington
50-99 employees
Columbia Pacific Advisors (CPA) manages strategies in real estate investing, real estate lending and opportunistic investment. Columbia Pacific Advisors Bridge Lending, a platform within CPA led by Managing Director Billy Meyer, serves commercial real estate clients nationwide. A fully capitalized real estate bridge lender, the platform provides short- to intermediate-term loans ranging from $10 million to $100 million on a range of income producing properties including multifamily, senior housing, affordable housing, hospitality and self-storage. For more information, visit www.columbiapacific.com.
Retirement Benefits Rank
Market Competitive
STOCKCHARTS.COM
STOCKCHARTS.COM
Redmond, Washington
25-49 employees
StockCharts.com is the web's leading technical analysis and financial charting platform for online retail investors. Founded in 1999 by early Microsoft developer Chip Anderson, the company has been an industry leader in the financial technology space for nearly two decades, providing innovative, award-winning charting and analysis tools to a global audience. By using technology to help investors visualize financial data, StockCharts.com allows users to better analyze the markets, monitor and manage their portfolios, find promising new stocks and funds to buy, and ultimately make smart, well-timed investment decisions. With over 1.5 million active monthly users and counting around the world, the company serves an ever-growing, ever-changing array of active traders and investors. Visit StockCharts.com to start your free 1-month trial today and explore all that the web's best charting and analysis tools can do for you.
Retirement Benefits Rank
Top Benefits
FINANCIAL PLAN, INC.
FINANCIAL PLAN, INC.
Bellingham, Washington
1-24 employees
Financial Plan, Inc. is a fee-only Registered Investment Advisor located in Bellingham, WA. All of our financial planners hold the CFP® professional designation and specialize in a variety of wealth management services including: Asset Management, Risk Management, Retirement Planning, Tax Planning, and Estate Planning. As elite Bellingham Financial Advisors, we focus on building comprehensive, objective financial plans tailored to the unique financial situations of our clients.
Retirement Benefits Rank
Top Benefits
ZEVENBERGEN CAPITAL INVESTMENT
ZEVENBERGEN CAPITAL INVESTMENT
Edmonds, Washington
25-49 employees
For over 30 years, Zevenbergen Capital Investments LLC (ZCI) has pursued a growth-equity mission of investing in well-managed, early-stage, public companies with disruptive business models. ZCI prioritizes wealth creation — not simply wealth maintenance — anchored in convictions around revenue growth, the purest measure of demand. ZCI serves public funds, endowments, corporate pensions, banks and thrifts, and individual clients while managing nearly $3 billion in assets. In addition to private wealth and separately managed portfolio strategies, ZCI manages three mutual fund products within:  Zevenbergen Funds https://www.zci.com/funds  Sub-Adviser to Virtus Asset Trust https://www.virtus.com/products/zevenbergen-innovative-growth-stock
Retirement Benefits Rank
Market Competitive
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THE RETIREMENT SOLUTION INC.
THE RETIREMENT SOLUTION INC.
Redmond, Washington
25-49 employees
"When can I retire? How much money can I spend every month without running out? At The Retirement Solution Inc., we help you answer these questions. We are dedicated to helping you succeed in retirement by identifying the income you will need and want every month for the rest of your life using a clear, written plan that minimizes risk as much as possible and broadens financial opportunities. Our comprehensive retirement distribution plans are designed to protect your income from stock market fluctuation, so the money you’ve worked hard for will be there for you when you need it. Does that sound like a dream come true? With proper planning, you can live happily ever after in retirement. Every planner in our firm has distinctive strengths and varying backgrounds, resulting in thorough and effective guidance. If you would like to learn more about us and the work we do, please contact us at 888-500-5830. The Retirement Solution Inc. is a Registered Investment Advisor in the state of Washington. Our investment advisors may not transact business in states unless appropriately registered or excluded or exempted from such registration. We are registered as an investment advisor in AZ, CA, CO, ID, OR, TX, UT, WA. We can provide investment advisory services in these states and other states where we are exempted from registration. All performance referenced is historical and is no guarantee of future results. The storied situation is specific to the facts and circumstances related to this individual investor, not all investment strategies will be applicable to all investors.
Retirement Benefits Rank
Market Leading
F1 CONSULTANCY LLC
F1 CONSULTANCY LLC
Bothell, Washington
25-49 employees
We provide industry leading IT infrastructure services to our clients; from IT Consultancy through to Event IT Services. With a wealth of experience in the field, we can guide you through the minefield of rapidly changing technology to provide an effective solution that meets your exact requirements. Whether you're looking for some Remote IT Support, or if you're interested in Cloud Computing Services we can help you. Our expert in-house technicians can help you to identify your needs, whilst being able to propose and implement technical solutions to solve these problems; so that you can focus on what you do best. Founded in 1993, We proudly deliver reliable IT infrastructure to hundreds of events, globally, each year. With experience of working in over 70 countries worldwide supplying reliable, secure and quality systems to numerous large blue chip clients. Privately owned and with offices in Wokingham, UK and Redmond, Washington F1 Consultancy is committed to creative excellence, on time and on budget.
Retirement Benefits Rank
Market Laggard
TRADEWINDS CAPITAL MANAGEMENT
TRADEWINDS CAPITAL MANAGEMENT
Bellingham, Washington
1-24 employees
Acted as resource for financial advisors to provide expert-level guidance and support on client portfolio positioning and security selection. Created and updated comprehensive material to lead and schedule meetings with prospective clients. Held full accountability to create, navigate, and disseminate monthly client newsletter. ● Provided operational leadership by improving and monitoring trading processes with rebalancing trades often exceeding $100M. ● Conceptualized and constructed value-added portfolio strategies to meet client’s investment needs and expectations, including application of multi-asset class momentum-driven model. ● Led end-to-end third-party manager's due diligence through manager research, evaluation, selection, and supervision. ● Analyzed asset fundamentals/valuation framework in relation to client taxation exposure to produce security recommendations for taxable accounts.
Retirement Benefits Rank
Market Competitive
KEYSTONE INVESTMENT GROUP, LLC
KEYSTONE INVESTMENT GROUP, LLC
Seattle, Washington
1-24 employees
- Purchase investment properties for the purpose of resale and/or rental income.- Currently manage a portfolio of multi-family homes with positive cash flow.- Involved in all aspects of the business including property acquisitions, financing, maintenance, tenant relations, and financial accounting.
Retirement Benefits Rank
Market Competitive
COMPREHENSIVE WEALTH MANAGEMENT, LLC
COMPREHENSIVE WEALTH MANAGEMENT, LLC
Lynnwood, Washington
1-24 employees
Comprehensive Wealth Management is your local Seattle and Bellevue area financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners. Our team of fiduciary professionals assists in the development of realistic goals, and designs and implements comprehensive financial plans in order to provide creative solutions to achieve financial objectives such as college funding, wealth accumulation, and retirement planning. Clients throughout the greater Puget Sound area trust the financial planners from Comprehensive Wealth Management for assistance with portfolio management, estate planning, mutual funds and more. Contact the professionals at CMW today for more information and to begin preparing for your financial future. - - - - - Registered Representatives associated with Comprehensive Wealth Management offer securities through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. Financial Advisors associated with Comprehensive Wealth Management offer advisory services through Comprehensive Wealth Management, LLC (CWM), a registered investment adviser. CWM & IFG are unaffiliated entities. For state licensing information please visit www.cwmnw.com The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Retirement Benefits Rank
Market Competitive
SKYLINE ADVISORS, INC.
SKYLINE ADVISORS, INC.
Bellingham, Washington
1-24 employees
Financial Planner providing wealth management services.
Retirement Benefits Rank
Below Market