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Within Investment Funds
529 Savings Conference Announced
Savingforcollege.com LLC, a Pittsford N.Y.-based consulting company specializing in “Section 529” college savings programs, has announced its upcoming 529 conferences geared to industry and financial professionals. The “529 Boot Camp” is being held on October 24, 2007 while... - July 19, 2007 - Savingforcollege.com LLC
Pacific Continental Fund Management’s Skylight Fund Ranked One of the Highest Performing Property Funds
Pacific Continental Fund Management’s Skylight Capital Build-Up fund has come first in a ranking of real estate hedge funds for Sharpe ratio over the past 36 months and third for compound annual return. - June 06, 2007 - Pacific Continental Securities (UK) Ltd
Pacific Continental Fund Management report shortage of new homes more acute than predicted
Pacific Continental Fund Management today said that the shortage of new build properties is more acute than previously thought. The number of new households in England is forecast at 223,000 per year for the next 20 years compared to earlier forecasts of 209,000 year. - May 20, 2007 - Pacific Continental Securities (UK) Ltd
Local Wealth Strategist Achieves Mortgage Specialist Designation
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announced today that W. Landon Watts, a financial strategist, added the Mortgage Specialist designation to services provided through AIG Bank Mortgage Solutions. Watts has achieved... - May 03, 2007 - Banyan Rock & Talent
Banyan Rock & Talent Wealth Strategist Joins Network of Socially Responsible Investment Advisors
Darron Stover announces today that he has become a member of First Affirmative Financial Network, a network of socially responsible investment (SRI) advisors. - April 16, 2007 - Banyan Rock & Talent
Banyan Rock & Talent Announces New Vice President
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announces today the addition of Steven Canali as vice president. This addition to the staff represents the firm’s philosophy of strength, growth and diversification through... - April 12, 2007 - Banyan Rock & Talent
Banyan Rock & Talent Wealth Strategist Inducted to Chairman’s Council
W. Landon Watts, a financial strategist with Banyan Rock & Talent, has been inducted to the Van Kampen Investments Chairman’s Council. - April 09, 2007 - Banyan Rock & Talent
Banyan Rock & Talent Celebrates 21st Anniversary
Banyan Rock & Talent celebrates continued success despite trends that have caused many similar financial institutions to merge, change names or go out of business in the past two decades. - April 05, 2007 - Banyan Rock & Talent