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Additional information |
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Pennant Management Inc |
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Profile:
Pennant Management, Inc. is a Milwaukee, Wisconsin based institutional investment manager registered with and regulated by the United States Securities & Exchange Commission.
Who we are: Pennant Management develops and maintains tactical investment portfolios for insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Our wealth management strategies, in conjunction with our affiliated trust companies, also benefit Pennant Management's many individual and family investor clients.
How we manage wealth : Pennant Management employs a disciplined, yet flexible, global tactical asset allocation approach to portfolio management. This research-driven process, predicated on fundamental and technical analysis, is implemented to achieve each client’s personal investment objectives regarding total return, risk tolerance, liquidity, time horizon and tax considerations.
Pennant Management also provides an array of specialized and broad-based financial consulting services through its proprietary CFO à la Carte™ program. |
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Overview:
Wealth is the source of and support for the increased well being of all that it touches: families, communities, entrepreneurs, corporations, nations. It educates the young and comforts the old. It inspires confidence, feeds dreams, and nurtures ideas into empires.
Like water, wealth is the great servant. Just as the unbridled energy of a waterfall can be harnessed to create electricity and serve millions, there is no limit to the reach and beneficial power of wealth.
Pennant Management, Inc. offers the highest quality investment services to increase and protect the wealth of our clients and our clients’ clients.
We demonstrate a proven history for managing diversified short term investment portfolios that seek to maximize return without compromising the need for safety, soundness and liquidity. Our wealth of expertise has led to our appointment as manager for an array of investment vehicles, including equity and fixed income mutual funds, short term investment funds and overnight repurchase arrangements.
We are dedicated to serving the breadth of your investment management needs. We invite you to put the power of Pennant Management to work for you. |
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History:
Mark A. Elste, CFA, founded Pennant Management in 1992 as an employee-owned, entrepreneurial enterprise. Pennant Management soon built a reputation for excellence in investment performance, client service, and economic and investment market research.
In 2004 Pennant Management became a subsidiary of U.S. Fiduciary Services, Inc. , also an employee-owned company. Together with its affiliates, GreatBanc Trust Company and Salem Trust Company , Pennant Management supervises more than $20 billion in client assets. While maintaining its special focus, each affiliate is also fully incorporated in the day-to-day business of the others. Pennant Management’s innovative approach to problem solving directly grows from the personalized and specialized teams whom we assemble and dedicate to each client. |
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