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Moneta, ranked by InvestmentNews as the Midwest`s largest independent RIA with more than $20 billion in AUM and 300 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life`s path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. Barron`s ranked Moneta No. 4 among the nation`s independent RIAs for its combination of quality and scale. The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch for six years in a row. MonetaU – the company`s internal Talent and Organization Development program – tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyone`s professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industry`s top talent while promoting a culture that rewards those who continually pursue improvement.
At Anchor Capital Advisors LLC, a passion for our clients` success defines our culture: finding value, building and preserving wealth—every day. We help investors to prudently build lasting value across market cycles. Our price-sensitive risk management discipline is designed to provide downside protection. We actively seek above-average income streams and competitive returns over time. Attentive, individualized client service is a hallmark of Anchor`s business philosophy.
Ericsson Venture Partners is a Darien, CT-based company in the Financial Services sector.
Tailwind Capital is a leading private equity firm investing in growth-oriented middle market companies in the healthcare and business and communications services sectors. Tailwind partners with management teams to build businesses through organic growth, strategic acquisition, and operational improvement. The firm currently has over $1 billion under management. Representative Tailwind investments include VersaPharm (generic pharmaceuticals), Aircast (orthopedic devices), Freedom Innovations (prosthetic devices), TowerCo (wireless infrastructure), Archway (marketing logistics), and Trover Solutions (insurance services).
St Andrews Child Enrichment Center is a Omaha, NE-based company in the Financial Services sector.