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.
Our 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.
