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Platform Partners was founded in 2006 with the goal of creating a leading regional investment company whose objective and investment style was differentiated from most private equity firms.
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.
Wellington Management serves as an investment adviser to more than 2,200 institutions located in over 60 countries, and as of 31 December 2017, we manage more than US$1 trillion in client assets. We exist solely to meet the needs of our clients, which include central banks and sovereign institutions, consultants, defined benefit and defined contribution plans, endowments and foundations, family offices, insurers, and intermediaries and wealth managers. We trace our history back to 1928, when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the United States. Our expertise is investments — from global equities and fixed income to currencies and commodities. We like to describe ourselves as a community of teams that create solutions designed to respond to specific client needs. Our most distinctive strength is our proprietary, independent research, which is shared across all areas of the organization and used only for managing our clients` portfolios. An independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus. We are an equal opportunity employer and are committed to having a diverse workforce.
Through our Double M Partners Venture Funds I & II and our Mull Capital Evergreen Portfolio, we invest in Internet, Media and Communications companies whose core offering is in Business-to-Business infrastructure, software, security, management platforms and/or hardware. The Fund is managed by Mark Mullen who has more than 24 years of technology investing and M&A experience across the IMC sector.The Fund is supported by a premier group of investors, as well as fund advisors who are all successful entrepreneurs, investors and business leaders.
Halbert Wealth Management is a Austin, TX-based company in the Financial Services sector.