News

Pavilion Advisory Group welcomes David Thompson as Senior Consultant

June 12, 2017

Chicago, June 12, 2017 – Pavilion Advisory Group, a full-service investment consulting and advisory firm, today announced the hiring of David Thompson, CFA, CAIA as its newest Senior Consultant. “We are delighted to have David join the Pavilion team as we continue to grow and evolve our investment advisory services practice,” said Keith Mote, President […]

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Pavilion Advisory Group Inc. earns special recognition as 2016 Greenwich Quality Leader for large U.S. investment consultants

April 11, 2017

CHICAGO, April 11, 2017 –Pavilion Advisory Group Inc. has been named a 2016 Greenwich Quality LeaderSM among large U.S. investment consultants.  The designation is based on the Greenwich Quality Index (GQI) score, which aggregates clients’ evaluations of their firms’ investment consultant in the areas of investment counseling, manager selection, client service and commercial arrangement. This […]

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Pavilion Financial Corporation announces closing of Slocum transaction

October 24, 2016

Slocum team joins Pavilion Advisory Group Inc. effective immediately Winnipeg, Minneapolis, October 24, 2016 – Pavilion Financial Corporation (Pavilion), an employee-owned, investment services firm, today announced the closing of the transaction to purchase the business of Jeffrey Slocum & Associates, Inc. (Slocum). As part of the closing, the Slocum team will join Pavilion Advisory Group […]

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Pavilion Financial Corporation to acquire the business of Jeffrey Slocum & Associates, Inc.

September 13, 2016

Transaction presents strategic opportunity for both organizations. Winnipeg, Minneapolis, September 13, 2016 — Pavilion Financial Corporation (Pavilion), an employee-owned, investment services firm, announced today an agreement to purchase the business of Jeffrey Slocum & Associates, Inc. (Slocum).  At closing, a significant number of Slocum’s senior management team, consultants and researchers will become shareholders in Pavilion […]

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