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Showing 1 - 12 of 59 results
ROBERT W. BAIRD & CO., INC.
ROBERT W. BAIRD & CO., INC.
Milwaukee, Wisconsin
500+ employees
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 200 locations in the United States, Europe and Asia. Baird manages and oversees more than $405 billion in assets for clients around the world and employs more than 5,100 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide. For more information, please visit www.rwbaird.com.
Retirement Benefits Rank
Top Benefits
ARTISAN PARTNERS HOLDINGS LP
ARTISAN PARTNERS HOLDINGS LP
Milwaukee, Wisconsin
500+ employees
Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates. This site is intended for use with US institutional investors which includes corporate and public retirement plans, foundations, endowments, trusts and their consultants. To view our Terms of Use visit: www.artisanpartners.com/social-media.html Non-US Investors visit: www.artisanpartnersglobal.com US Individual Investors visit: www.artisanpartners.com/individual-investors
Retirement Benefits Rank
Top Benefits
DANA INVESTMENT ADVISORS INC.
DANA INVESTMENT ADVISORS INC.
Waukesha, Wisconsin
11-50 employees
Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.
Retirement Benefits Rank
Top Benefits
FIDUCIARY MANAGEMENT, INC.
FIDUCIARY MANAGEMENT, INC.
Milwaukee, Wisconsin
11-50 employees
Fiduciary Management, Inc. (“FMI”), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. As of 3/31/2023, FMI has approximately $14.1 billion in AUA ($13.9 Billion AUM). Social media Terms of Use This site is for accredited investors and professional purposes only and should not be considered as investment advice or recommendations to invest in any security, strategy or investment product. Contacting FMI For general questions, please contact FMI directly at [email protected] or (414) 226-4545.
Retirement Benefits Rank
Market Leading
CRABEL CAPITAL MANAGEMENT, LLC
CRABEL CAPITAL MANAGEMENT, LLC
Milwaukee, Wisconsin
51-200 employees
Crabel Capital Management, LLC is a global alternative investment firm specializing in systematic, automated trading of worldwide futures and foreign exchange. Our Los Angeles based firm was founded by short-term trading pioneer Toby Crabel and has delivered over 30 years of uncorrelated returns for its institutional clients. The firm has developed a diverse array of trading strategies designed to systematically capture market anomalies implemented through a technologically advanced, low latency infrastructure. Global co-location facilities and proprietary execution algorithms allow the firm to efficiently trade in approximately 200 futures and foreign exchange markets. Crabel is committed to attracting and retaining employees from diverse backgrounds and fostering an inclusive, supportive environment. We value the differences of all individuals and believe in creating an environment where all employees can thrive.
Retirement Benefits Rank
Market Leading
PROVIDENT TRUST COMPANY
PROVIDENT TRUST COMPANY
Waukesha, Wisconsin
11-50 employees
Provident Trust Company is an SEC-Registered Investment Advisor and State of Wisconsin Chartered Trust Company with more than $1 billion of assets under management. Provident manages separate portfolios of $1 million or more and a proprietary mutual fund. Provident provides integrated financial forecasting, portfolio management and trust services for our clients. Our investment management expertise and fiduciary powers combine to provide what we believe is a great value to families and businesses seeking a stable group of experienced professionals to manage their financial affairs.
Retirement Benefits Rank
Top Benefits
MADISON INVESTMENT HOLDINGS, INC.
MADISON INVESTMENT HOLDINGS, INC.
Madison, Wisconsin
51-200 employees
Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974. In that time, Madison has grown from a local firm into a manager entrusted with approximately $21 billion in assets across a suite of mutual funds, managed accounts and customized portfolios. The catalyst for Madison’s growth has been a management style that looks beyond short-term trends, emphasizing the performance of investments over full market cycles. Our highly-credentialed portfolio managers, analysts and traders share a belief in high-conviction, risk-conscious investing, and have the autonomy to shape this approach within their own investment teams. These distinct teams include U.S. Equity, Fixed Income, Multi-Asset Solutions, and International Equity In addition to the separately managed accounts overseen by these teams, Madison Investments builds customized portfolios and solutions for institutions and non-profits.
Retirement Benefits Rank
Top Benefits
JACOBUS ENERGY, LLC
JACOBUS ENERGY, LLC
Milwaukee, Wisconsin
201-500 employees
Jacobus Energy got its start in January, 1919 as Wauwatosa Fuel & Supply Company. Headed by C.C. Jacobus and his son Delwin, its business purpose was “buying, selling and dealing in coal, animal feed and building or other supplies.” Two teams of horses and five employees rounded out the organization. In the 1930’s, the business expanded into hauling cement and coal. It grew dramatically in the 1940’s, selling retail and wholesale coal, coke, petroleum products, wood and wood fuels. Taking advantage of the building boom that occurred after World War II, the company also sold construction materials such as brick, stone, tile, lumber, and cement. As Milwaukee expanded into the suburbs in the 1950’s, the Jacobus Company grew with it, under the direction of Delwin (D.C.) Jacobus. Homes built in outlying areas without gas lines all relied on oil-fired equipment, and Quickflash delivered oil to tens of thousands of customers. Delwin’s son, Charles D. Jacobus, Sr., continued to grow the business. Under his vision and leadership, the Jacobus Company experienced major growth during the 1960’s and 70’s. The company expanded rapidly, acquiring more than 20 heating oil companies in the 1970’s alone. The 1980’s marked the Jacobus Company’s entry into several new markets and services. In 1986, the company pioneered its first automated fueling site for commercial vehicles. The concept was an instant success, and Quick Fuel was born. Quick Fuel expanded rapidly into other Midwestern and Southern states and is now a leader in commercial fueling. For more information about the company, visit us a www.jacobusenergy.com and follow us on Facebook at www.facebook.com/mobilefueling.
Retirement Benefits Rank
Market Laggard
MASON WELLS, INC.
MASON WELLS, INC.
Milwaukee, Wisconsin
11-50 employees
Mason Wells was founded in Milwaukee in 1998 and has partnered with entrepreneurs, families, and management teams to help their companies reach new levels of excellence while preserving legacy and culture. We pride ourselves on an unwavering commitment to candor, trust, accountability, and transparency in our relationships with our partners, investors, advisors, and employees. Mason Wells brings a people-first and thematic approach to private equity through lasting partnerships by immersing itself in its targeted industry sectors and regional business communities of the Midwest. We know each situation is unique and have a qualified and experienced team to help provide resources that help companies professionalize operations, improve service offerings, execute M&A strategies, and access new markets among many others. Mason Wells has raised over $2.4 billion across five independent buyout funds. We fulfill our commitment to all stakeholders by employing an honest, repeatable playbook to drive thoughtful value creation and partnership, showcased in over 38 platform investments since the firm’s inception. Consumer Packaged Goods: -Beverage -Food -Ingredients -Household -Healthcare -Personal Care Engineered Products and Services: -Building Products -Flow Control -Foodservice Equipment -Healthcare Products -Specialty Chemicals -Test & Measurement Outsourced Business Services: -Commercial, Industrial & Residential Services -Environmental, Infrastructure & Utility Services -Insurance Services -Specialty Distribution -Testing, Inspection, Compliance & Certification -Transportation & Logistics Packaging Materials and Converting: -Food & Beverage -Health & Beauty -Pet Care -Healthcare -Regulatory/Compliance - Warehouse/Logistics
Retirement Benefits Rank
Top Benefits
HEARTLAND ADVISORS, INC.
HEARTLAND ADVISORS, INC.
Milwaukee, Wisconsin
11-50 employees
Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite is offered through 3 mutual funds and 4 separately managed accounts. Our approach is consistent across all of our products, however, we believe each portfolio serves a distinct role and is constructed accordingly. Some of our portfolios emphasize dividends to mitigate volatility and to provide a modest stream of income while others seek to diversify risk and increase opportunity by holding stocks with varying market caps. The ultimate goal with each is to provide superior risk adjusted returns and limit downside participation. Heartland defines value using our proprietary, consistent, and time-tested 10 Principles of Value Investing™. Our Investment Team applies a bottom-up approach that combines traditional fundamental analysis as well as meetings with management, competitors, and end clients of the businesses we consider for investment. DISCLOSURE Past performance does not guarantee future results. This material must be accompanied by a prospectus: m.heartlandadvisors.com/prospectuses. The value of investments vary daily, which may cause loss of principal. Funds are distributed by ALPS Distributors, Inc. Individuals who post here are registered representatives of ALPS. SMAs and related services are by Heartland Advisors and not affiliated with ALPS. For complete disclosures, visit m.heartlandadvisors.com/social.
Retirement Benefits Rank
Market Leading
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HEXAGON, INC.
HEXAGON, INC.
Pewaukee, Wisconsin
500+ employees
Empowering an autonomous, sustainable future Hexagon is a global leader in digital reality solutions. We are putting data to work to boost efficiency, productivity, quality and safety across industrial, manufacturing, infrastructure, public sector, and mobility applications. Our technologies are shaping production and people-related ecosystems to become increasingly connected and autonomous – ensuring a scalable, sustainable future.
Retirement Benefits Rank
Top Benefits
LANDAAS & COMPANY
LANDAAS & COMPANY
Milwaukee, Wisconsin
11-50 employees
Landaas & Company is an independent money management firm focused primarily on the needs and objectives of individual investors. Landaas & Company offers objective investment advice based on what we think is best for each client. We are not obliged to any other company for our recommendations. Our ultimate interest is that our clients do well and remain with us. Our academic approach to money management helps us create customized, balanced portfolios from an assortment of mutual funds, stocks, bonds and other assets, both U.S.-based and international. We recommend investment funds consistently managed by proven professionals. Relying on our market-tested knowledge of finance and economics, using a broad array of assets, we seek consistent investment performance with below-average risk. We continually monitor our clients’ portfolios and recommend adjustments to manage risk and maximize return. As the tortoise showed the hare, steady wins the race. We don’t chase fads. We patiently mind our clients’ money for the long haul. Landaas & Company has extensive experience in the financial markets and relies on a team of thoughtful, accomplished professionals representing a diversity of backgrounds and experiences. We invest in our employees and maintain a work environment that is respectful and intellectually stimulating. As a firm and individually, we are involved in our community. We pride ourselves on high ethical standards. We have never had a formal complaint filed against our firm or one of our staff. Landaas & Company is registered as a broker/dealer with the Financial Industry Regulatory Authority. Landaas & Company is registered as an investment advisor with the United States Securities and Exchange Commission and also accountable to clients through the Wisconsin Department of Financial Institutions and similar agencies in the 35 other states and territories where we do business. We are members of Securities Investor Protection Corporation.
Retirement Benefits Rank
Market Competitive