Universal American Completes Pyramid Life Acquisition
By Staff WriterNU Online News Service, April 1, 2003, 11:53 a.m. EST -- Universal American Financial Corp., Rye Brook, N.Y., has completed previously announced plans to ...
April 01, 2003
About the ManagerAnton V. Schutz is president and founder of Mendon Capital Advisors Corp. in Rochester, New York, and manager of Burnham FInancial Services Fund. Mr. Schutz...
April 01, 2003
A Pox on Market TimersAnswering a question on the amount of cash he carries in his fund (7% as of the beginning of March 2003), Anton Schutz sounded off...
April 01, 2003
Where Everybody Knows Your NameKaren McIntyre works out of a bedroom, but it's not what you think. The offices of Executive Financial Services are located in a quaint, historic...
April 01, 2003
Karen McIntyreExecutive Financial Services, Inc. 1029 North Bethlehem Pike Spring House, Pennsylvania 19477 215-643-5600 [email protected] www.assetcoach.com Firm founded: 1984 Year McIntyre joined the firm: 1993 Number of advisors in office: 4 advisors, 2 administrative...
April 01, 2003
Core-and-Satellite Portfolios & TaxesIn the financial services industry, there is growing recognition that the design and structure of equity portfolios with multiple managers should be fundamentally different for...
April 01, 2003
Lemons From LemonadeGood news! We are now officially in the worst stock market environment in the last 70 years. Most financial advisors are experiencing feelings "somewhere between...
April 01, 2003
Mental AccountingIn today's highly competitive environment, advisors are employing various client-profiling tools to understand more about their clients' needs. Some have embraced a more comprehensive financial...