$4 billion AUM
Years won: 2017
- Treats all employees to quarterly chair massages and hosts “fun day” events for the staff each quarter, with catered lunches, bowling or after-work drinks.
- Invites the staff and their significant others to an annual off-site holiday party at which the management team presents employee recognition awards.
- Pays all related expenses for the staff to attend an annual, three-day sales, compliance and team-building conference in Myrtle Beach, S.C.
- “They know you have a life outside of the company and give you flexibility for it. They encourage you to attend your children's school functions or sporting activities. They buy lunches, have early release days, wash your car and even have a masseuse come in for chair massages.”
- “The family atmosphere makes it fun to come to work. I know those around me care for me, and we look out for one another.”
- “I should be considering retirement, but I would rather be here — part of our office family, taking care of others.”