ScotiaMcLeod has selected Integrity Asset Management, LLC as the portfolio advisor for the Pinnacle American Mid Cap Value Equity Fund, replacing BlackRock Financial Management, Inc. effective October 3.
Based in Louisville, Kentucky, Integrity Asset Management actively manages value equity portfolios for institutional and individual clients and has $747 million in assets under management. Integrity was selected for the depth of their experience and their highly disciplined investment process which focuses on a combination of prudent value and improving sentiment.
Integrity joins the already strong line-up of portfolio advisors who are featured in the Pinnacle Program.
In addition, ScotiaMcLeod announced that Scotia Cassels Investment Counsel Ltd. has been selected as the new portfolio advisor for the Pinnacle Short Term Income Fund, replacing UBS Global Asset Management (Canada) Co. Scotia Cassels, a subsidiary of Scotiabank since 1998, has more than $20 billion in assets under management.
Launched in 1997, the Pinnacle Program features a comprehensive suite of funds that are managed by a select group of portfolio advisors from around the globe.
Key program benefits include the ability to create highly customized portfolios that are diversified across asset classes, market capitalizations, countries and investment styles. The program is also known for its strong portfolio construction and investment management process.
ScotiaMcLeod selects new portfolio advisors for two funds
Pinnacle American Mid Cap Value Equity Fund; Pinnacle Short Term Income Fund
- By: IE Staff
- September 27, 2005 September 27, 2005
- 10:25