Advisors need to remind home-owning clients to diversify their investment portfolios
ScotiaMcLeod Tuesday announced a change in portfolio advisor for the Pinnacle Global Real Estate Securities Fund. Effective July 1, Forum Partners Europe (UK) LLP will replace Citigroup Alternative Investments LLC. The investment team at Forum Partners will consist of the same individuals together previously at Citigroup Alternative Investments LLC. “This change in portfolio advisor will […]
Gryphon and MFC Global take over from Connor Clark & Lunn and Aurion Capital, respectively
ScotiaMcLeod has changed the portfolio advisors on two of its funds, the division of Scotia Capital Inc. announced on Thursday. Effective Jan. 6, 2009, Thornburg Investment Management, Inc. will become portfolio advisor for the Pinnacle International Equity Fund, replacing Wellington Management Company, LLP. Based in Santa Fe, New Mexico, Thornburg is an employee-owned investment management […]
Portfolio that beats the index wins use of a Mazda3
Logan Circle, Munder Capital, and Montrusco Bolton replace existing managers
Citigroup Alternative Investments to replace AllianceBernstein
Fund closed to new purchases
CC&L replacing KBSH
Pinnacle American Mid Cap Value Equity Fund; Pinnacle Short Term Income Fund