13 Companies

Bartlett Wealth Management is a Registered Investment Advisory Firm and has been a cornerstone of the investment industry and the community for 125 years. Our longevity is a testament to the expertise and integrity of our staff and our unwavering commitment to investment excellence and superior client service. While our roots are deep, it is our forward thinking that propels us, empowering us with the technology, processes and strategies for reaching client goals. We are very proud of our accomplishments and the high caliber of our employees. Our people have made us who we are and set us apart from others in our industry. They are the reason we have been successful and why we have such an excellent reputation. In our hiring, Bartlett looks to employ talented individuals who have a positive, upbeat attitude, who are creative and innovative in their thinking, who are collaborative and have the drive and commitment to contribute to the overall growth and success of our firm. We believe our work environment is one in which supports learning and personal growth and encourages employee opinions for the continued improvement and success of our firm. We are committed to equal opportunity. It is our practice to recruit, hire, and promote individuals, as well as administer any and all personnel actions without regard to race, sex, color, age, religion, national origin, non-job related disability, genetic information, or other protected class.

Champlain Investment Partners, LLC is an independent, employee-owned asset management firm headquartered in Burlington, Vermont. Our partners bring a wealth of experience, averaging over 23 years in asset management and, as of December 31, 2022, the firm had approximately $16 Billion in assets under management. The firm was founded in 2004 with a mission to "Deliver Exceptional Investment Results and Develop Enduring Client Relationships”. As a firm, we appreciate that diversity of thought, background, and experience in the workplace often leads to better decision-making and innovation. Ultimately, our main objective is to hire the best candidate, and while skills and qualifications are essential, a candidate’s cultural fit is equally vital to the hiring formula. We look for individuals who demonstrate humility, integrity, curiosity, a hunger for excellence, and a commitment to delivering on the firm’s mission. Champlain is committed to a policy of equal employment opportunity and as such will not discriminate against applicants for employment on any basis made unlawful by federal, state, or local laws, including, but not limited to: race, color, religion, creed, national origin, ancestry, ethnicity, citizenship status, physical or mental disability of otherwise qualified individuals, genetic information, marital status, sex (including pregnancy or related medical conditions), gender, gender identity, age, sexual orientation, HIV-status, veteran and/or military status, crime victim status, and any other status protected by applicable law .

Chesley, Taft & Associates is a growing, independent, employee-owned investment management firm dedicated to serving the individual investment needs of our clients.  Personal service and a disciplined investment process are the driving forces behind what we do every day.   The firm currently has $2 billion in assets under management.

Cooke & Bieler is an established, Philadelphia-based investment management firm with approximately $11 billion in assets under management. Founded in 1949, we are an independent, domestic equities manager focused on value investing with a broad base of institutional clients – both domestic and international. We have a flat organizational structure and a collegial culture that prizes individual initiative and accountability.

Corbyn Investment Management manages over $1 billion for a wide variety of separate account clients, Greenspring Fund (ticker: GRSPX) and Greenspring Income Opportunities Fund (ticker: GRIOX).  Since being founded in 1973, our mission has been to generate strong, consistent investment results through a client specific combination of value-oriented equities and short duration, high-yield bonds.

Fiducient Advisors opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients'​ Interests First Our goal is to provide straightforward advice. We do not offer proprietary products or receive commissions. Nor do we charge money managers or vendors to be included in our database. Our seasoned professionals hold advanced certifications and degrees, but we believe our ability to communicate with clients sets us apart. First we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital We strive to improve returns, reduce risk or both. Equipped with proprietary modeling tools, we provide practical solutions for complex issues. Our unique and substantial commitment to clients is backed by an unconditional service guarantee. We would like to be your valuable resource and welcome the opportunity to prove ourselves.

Obra Capital Management, LLC (“Obra”) is an asset manager and Registered Investment Adviser.  Obra is part of the Obra Capital, Inc. platform. Obra Capital, Inc. is a vertically integrated, uncorrelated investment firm specializing in insurance, longevity, structured credit, and asset-backed lending with $3.9 billion in assets under management. The firm aims to generate long-term value and attractive returns for investors across closed-end and open-end funds. With capabilities in investing, originating, structuring, and servicing, Obra Capital provides differentiated investment opportunities and capital solutions for investors globally. Obra Capital’s wholly owned subsidiary, Magna Life Settlements (“Magna”), is a vital component of the organization, responsible for originating/sourcing, diligence, and servicing of many of the assets that are purchased for those respective funds.  

Recognized as a Top Workplace for the last three consecutive years, SageSpring operates as a family. With over 40 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country. We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future. Through our broker-dealer Raymond James, we have the support of a large company, while offering clients the intimate service of a small firm.

Schlindwein Associates is a Registered Investment Advisor (RIA) with offices in Chicago and Dallas. We are a fee-only wealth management firm providing investment counsel, investment consulting and specialized financial planning services to individuals, families and institutions. We are independent, impartial and objective. We do not accept commissions. We act as a fiduciary, and our decisions are solely based on what is best for our clients. The Principals of our firm invest right alongside our clients, “practicing what we preach.”

SpiderRock Advisors, LLC (“SRA”), headquartered in Chicago, IL, is rapidly growing technology-enabled provider of portfolio enhancement solutions to the wealth management and institutional allocator segments of the ~$80 trillion global asset management industry. SRA specializes in the design and implementation of customized derivative enhancement and overlay strategies and other alternative strategies for wealth managers and their clients.  Many prominent investment advisors and have adopted the SRA platform to have access to its innovative portfolio enhancement strategies, thus driving its growth in assets under management.