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Showing 1 - 12 of 70 results
SILVER CREEK ADVISORY PARTNERS LLC
SILVER CREEK ADVISORY PARTNERS LLC
Seattle, Washington
50-99 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
BECKER CAPITAL MANAGEMENT, INC.
BECKER CAPITAL MANAGEMENT, INC.
Portland, Oregon
25-49 employees
Grounded in client-focused values fostered over four decades, Becker Capital Management provides a range of investment management services for individuals, families, institutions and non-profit organizations. With offices in Portland, Bend and Seattle, BCM employs 34 individuals and manages $3.8 billion in assets as of 6/30/22. As a boutique firm, our personal service, experienced guidance and customized investment approach has helped Becker Capital to become one of the largest independent firms in the Pacific Northwest. Visit our website at www.beckercap.com to learn more.
Retirement Benefits Rank
Market Leading
JENSEN INVESTMENT MANAGEMENT, INC.
JENSEN INVESTMENT MANAGEMENT, INC.
Lake Oswego, Oregon
25-49 employees
At Jensen Investment Management, our pursuit of quality defines us. We bring clients an unwavering dedication to a consistent investment process while striving to provide exceptional client service. The strength of our investment philosophy is built on a long-term perspective and a commitment to investing in quality businesses. We believe these quality companies possess sustainable competitive advantages, creating value as profitable businesses that can, over time, provide attractive returns with less risk than the overall market. Jensen offers quality growth, quality value, and global quality growth strategies derived from a singular investable universe of companies—the Jensen Quality Universe.
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
AUXANO ADVISORS, LLC
AUXANO ADVISORS, LLC
Bellevue, Washington
1-24 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
25-49 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
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BADGLEY PHELPS WEALTH MANAGERS, LLC
BADGLEY PHELPS WEALTH MANAGERS, LLC
Seattle, Washington
25-49 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
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
EMPIRICAL FINANCIAL SERVICES, LLC
EMPIRICAL FINANCIAL SERVICES, LLC
Seattle, Washington
50-99 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
Market Leading
DVSM, LLC DBA ENDEAVOUR CAPITAL
DVSM, LLC DBA ENDEAVOUR CAPITAL
Portland, Oregon
25-49 employees
Founded in 1991, Endeavour has been committed to building lasting value in western mid-market businesses for over 30 years. Utilizing our deep industry experience and meaningful relationships, we seek to provide capital and long-term support to the management teams we partner with.
Retirement Benefits Rank
Market Laggard
PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC.
PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC.
Kennewick, Washington
25-49 employees
Petersen Hastings provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor and client. We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building a team of great advisors through a culture of shared success. www.PetersenHastings.com
Retirement Benefits Rank
Top Benefits
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