The Power Source for Wealth Creation
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., is committed to increasing the financial security
and wealth of our clients and our clients’ clients. We serve
a select group of corporations, financial institutions, and individuals
who seek experts offering the highest integrity and the most innovative,
flexible and customized solutions for the creation and preservation
of wealth.
Pennant
Management provides unique financial solutions for a wide variety
of clients, both institutional and personal. In addition to portfolio
management services, a menu of our other specialized and broad-based
financial consulting services are offered through our proprietary
CFO à la Carte™ program.
Our
affiliate
GreatBanc Trust Company
is nationally recognized as a highly skilled
independent ERISA trustee specializing in employee stock ownership
plans (ESOPs) and sophisticated, cutting edge ESOP transactions.
GreatBanc Trust provides personal trust, investment and wealth
management services as well as a comprehensive range of institutional
services to corporations, foundations, endowments and not-for-profit
organizations.
Our
affiliate
Salem Trust Company
provides asset custody, wealth management, and
retirement plan administrative services. They serve clients throughout
the southeast United States, and are recognized as the leading
provider of municipal custody and benefit payment services throughout
the state of Florida.
Pennant Management, Salem Trust, and GreatBanc Trust are subsidiaries
of U.S. Fiduciary Services, Inc., an employee-owned company.
We
are dedicated to being an extraordinary problem-solving business
partner. We invite you to put the power of Pennant Management
to work for you.
