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Showing 1 - 12 of 20 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
TAIYO PACIFIC PARTNERS LP
TAIYO PACIFIC PARTNERS LP
Kirkland, Washington
1-24 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
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
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
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SHAREBUILDER ADVISORS, LLC
SHAREBUILDER ADVISORS, LLC
Seattle, Washington
25-49 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
1-24 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
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
Market Competitive
ZEVENBERGEN CAPITAL INVESTMENT
ZEVENBERGEN CAPITAL INVESTMENT
Edmonds, Washington
1-24 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
MAVERON LLC
MAVERON LLC
Seattle, Washington
1-24 employees
Maveron is a consumer-only venture capital firm funding the brand upstarts, the disruptors, the slayers of the consumer old guard. We target companies at their earliest stages and are obsessed with helping extraordinary founders build consumer companies that directly engage, evangelize, and enchant customers. We invest where people live, work, spend, find joy, stay healthy, and everywhere in between. We are searching for the next big brands in social, fintech, healthtech, ecommerce, education, and beyond. We've had the distinct pleasure to back some incredible companies - Zulily, Allbirds, Trupanion, Everlane, General Assembly, eBay, August Home, Imperfect Produce, and many more. The Maveron team lives in San Francisco, Seattle, and New York City. We invest everywhere in the U.S. We believe that diversity is an asset, and we have a team that comes from all walks of life. Our values are our north star: Unapologetically non-normal, 'ships over 'actions, Profit + Purpose, and Win the Right Way. Learn more about Maveron at www.maveron.com
Retirement Benefits Rank
Top Benefits
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