Our investment professionals: Pennant Management, Inc.’s investment team is tightly focused, yet it contains a wide array of specialties and talents, and a quantity of investment management experience for which no substitute can be found.

Our depth of knowledge and expertise allows us to diversify your portfolio in any investment climate.

Our qualifications: Our professionals have earned many titles and awards, including the Chartered Financial Analyst (CFA)® designation, the standard of excellence for the portfolio management industry. CFA® holders follow a stringent code of ethics and procedures in their analysis, management, and communication of the investment process.

Our staff and that of our affiliates include many attorneys, as well as those who hold other specialized professional designations, such as Certified Public Accountant (CPA), Certified Employee Benefits Specialist (CEBS), Certified Financial Planner (CFP)™, Certified Trust and Financial Advisor (CTFA)™, and Certified Securities Operations Professional (CSOP)©.

To learn more: To read the biography of one of our investment professionals, or send an E-mail to her or him, please see our biographies page.

CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.