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Showing 1 - 12 of 39 results
SILVER CREEK ADVISORY PARTNERS LLC
SILVER CREEK ADVISORY PARTNERS LLC
Seattle, Washington
11-50 employees
Silver Creek Capital Management is an alternative investment boutique with a focus on private credit, hedge fund strategies and real assets. Silver Creek specializes in developing highly structured, unique investment solutions for a global client base which includes public and corporate retirement plans, insurance companies, foundations, endowments as well as advisors and family offices who seek to access these asset classes. For more information about the firm, whose history spans over two decades, please visit www.silvercreekcapital.com.
Retirement Benefits Rank
Top Benefits
TAIYO PACIFIC PARTNERS LP
TAIYO PACIFIC PARTNERS LP
Kirkland, Washington
11-50 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
AUXANO ADVISORS, LLC
AUXANO ADVISORS, LLC
Bellevue, Washington
11-50 employees
Auxano Advisors is a multi-generational wealth management firm that promotes stewardship within our clients’ lives, to integrate their values and vision with their wealth. For wealthy individuals and their families, Auxano is a trusted advisor that comes alongside our clients with integrated planning and principled investing. Clients that partner with Auxano value the difference between speculation and principled decision-making. Regardless of whether they are borrowing, spending or investing, our clients find confidence in our wise counsel and prudence. Our mission is to partner with our clients to help them achieve prudent, resilient and integrated results, throughout the various stages of life, as they navigate both the anticipated and the unexpected. We engage our clients through authentic relationship, candid conversation and uncompromising integrity, to serve them and the generations that follow.
Retirement Benefits Rank
Market Leading
BADGLEY PHELPS WEALTH MANAGERS, LLC
BADGLEY PHELPS WEALTH MANAGERS, LLC
Seattle, Washington
11-50 employees
For 50 years, we've helped high-net-worth individuals, families, corporations and foundations protect their assets and grow their wealth. Based in Seattle, we specialize in wealth management, investment management and financial planning, striving to create customized solutions for each client’s unique goals and objectives. And we’re independent, which means that with the benefit of our rich history and deep commitment comes the flexibility to act quickly when time is of the essence. Follow our LinkedIn page to see perspectives on industry news, financial planning and other topics of interest.
Retirement Benefits Rank
Market Competitive
BADGLEY PHELPS WEALTH MANAGERS, LLC
BADGLEY PHELPS WEALTH MANAGERS, LLC
Seattle, Washington
11-50 employees
For 50 years, we've helped high-net-worth individuals, families, corporations and foundations protect their assets and grow their wealth. Based in Seattle, we specialize in wealth management, investment management and financial planning, striving to create customized solutions for each client’s unique goals and objectives. And we’re independent, which means that with the benefit of our rich history and deep commitment comes the flexibility to act quickly when time is of the essence. Follow our LinkedIn page to see perspectives on industry news, financial planning and other topics of interest.
Retirement Benefits Rank
Market Leading
COLUMBIA PACIFIC ADVISORS, LLC
COLUMBIA PACIFIC ADVISORS, LLC
Seattle, Washington
11-50 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
11-50 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
EMPIRICAL FINANCIAL SERVICES, LLC
EMPIRICAL FINANCIAL SERVICES, LLC
Seattle, Washington
11-50 employees
Empirical, headquartered in Seattle, WA works with and services clients with a commitment to excellence in investment + tax + financial advisory services.  Empirical has offices in Seattle, Bellevue, Spokane, Portland, San Francisco, Los Gatos and Irvine and services clients all over the country. Empirical provides financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth. Our mission is to provide you with the most effective, unbiased investment and financial planning advice available. Rather than just being another Financial Advisor, Empirical strives to be a Personal Financial Advocate, working to help our clients make consistently smart financial choices. We accomplish this by weighing each financial decision within the context of an overall customized financial plan. This strategy is simple, yet profound for our clients: the greater the number of prudent financial choices our clients make, the more quickly clients will get to where they want to be. Empirical strives to do all that we can to help capitalize and realize those very possibilities.
Retirement Benefits Rank
Below Market
SHAREBUILDER ADVISORS, LLC
SHAREBUILDER ADVISORS, LLC
Seattle, Washington
11-50 employees
401(k) plans designed to be low cost and easy to setup for any size business. ShareBuilder 401k brings together digital ease with great service to help you save more for retirement and on taxes too. Our mission is to Lead Americans to Save. We believe everyone can be a Saver, and we're delivering the technology, investment and service expertise to help make it happen for you. We pioneered online quote to purchase of 401(k) plans and the all index-fund investment roster (using Exchange-Traded Funds and one Money Market) to help any size business and their employees enjoy the benefits of a low-cost, high-service 401(k) plan. ShareBuilder 401k was launched in 2005 with the goal of making retirement savings plans accessible for all. Today, we serve over 6,000 companies across America offering 401(k) plan design consulting, employee education, digital setup, and investment management services. Investment advisory services are offered by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. ShareBuilder 401k is the marketing name of ShareBuilder Advisors, LLC. © 2019 ShareBuilder Inc. All rights reserved.
Retirement Benefits Rank
Top Benefits
GARDE CAPITAL, INC.
GARDE CAPITAL, INC.
Seattle, Washington
11-50 employees
At Garde Capital, learning your story is our primary concern and the advice we provide will grow from there. Through an extensive discovery process, we help you envision a comprehensive picture including goals, challenges and major transitions before tailoring a personalized set of recommendations from the ground up. Your investment roadmap becomes a journey we take together with regular meetings and evaluations along the way — and your best life is at the heart of every decision. If you already have financial partners in place, we will coordinate, communicate and collaborate with each to create an organized, efficient team completely invested in your success. You can stop worrying about all the moving parts; that’s our job. Built on a foundation of trust and long-term support, our unique client communication and service model ensures you’ll see your financial picture with utmost clarity and face the future with confidence knowing you’ve got an experienced, competent partner at your side. Garde (pron. guard): Protect. Defend. Grow
Retirement Benefits Rank
Top Benefits
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EVERGREEN CAPITAL MANAGEMENT
EVERGREEN CAPITAL MANAGEMENT
Bellevue, Washington
11-50 employees
Evergreen Gavekal is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments. INTEGRATED WEALTH PLANNING: Combining financial planning and custom portfolio management helps clients more effectively meet their financial goals. DYNAMIC INVESTMENT STRATEGIES: We don’t just rebalance you, we seize market opportunities. ADVANCED DATA ANALYTICS: Our process allows us to analyze and measure changes in investor behavior. PROPRIETARY INSTITUTIONAL RESEARCH: Clients benefit from access to one of the industry’s leading institutional research providers, used by prominent financial institutions in the world. EXPERIENCED WEALTH MANAGEMENT: Our sole pursuit is to act in the best interest of our clients. We invest capital based on the application of fundamental research, evidence-based principles, and risk management. We also believe in an integrated approach to wealth management. https://www.evergreengavekal.com/about
Retirement Benefits Rank
Below Market
MAINSPRING WEALTH ADVISORS, LLC
MAINSPRING WEALTH ADVISORS, LLC
Bellevue, Washington
11-50 employees
Mainspring Wealth Advisors, LLC is an investment adviser registered in the State of Washington but does not provide any services or offer any investment advice. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. and securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Mainspring Wealth Advisors, LLC is not a registered broker/dealer. The adviser may not transact business in states it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or rendering personalized investment advice for compensation, will not made without registration or exemption. Important Disclosure Information: www.raymondjames.com/smicd.htm
Retirement Benefits Rank
Top Benefits