Pavilion Financial Corporation announces closing of Slocum transaction
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 Inc., Pavilion’s U.S.-based institutional investment, advisory and retirement benefits consulting subsidiary. The Slocum team will operate under the Pavilion Advisory Group® name out of its Minneapolis office.
Keith Mote, President and Managing Director of Pavilion Advisory Group, said the two teams, which together number over 160 employees, complement each other in experience and expertise and have common ground in their approach to servicing clients. “Building on this strong foundation, we’re excited about the unique blend of services we’ll now be able to offer institutional investors of all types. Delivering high quality investment advice to our clients remains our primary objective. ”
Pavilion Advisory Group offers significant bench strength in each of its core practice areas: healthcare, retirement plans, endowments and foundations, and insurance. Practice teams understand the unique challenges facing different types of clients, allowing the firm to guide fiduciaries on a wide range of matters and provide customized portfolio construction and investment selection advice.
Pavilion’s combined research team, under the leadership of Chief Investment Officer Susan McDermott, will operate out of offices in Chicago, Minneapolis and Montreal, and includes professionals dedicated to risk management.
Pavilion Advisory Group works closely with its affiliate Pavilion Alternatives Group™, a 70-person team located in offices in the UK, Singapore, the U.S. and Canada, to provide specialized advisory services on alternative asset classes to institutional clients.
About Pavilion Financial Corporation
Founded in 2006, Pavilion Financial Corporation is an employee-owned investment services firm offering advice and execution services to institutional and other investors. Through its subsidiaries, Pavilion offers a comprehensive suite of integrated services such as investment consulting, implemented consulting, transition management, securities trading, research and wealth management. With business operations in 15 centers around the globe, it has assembled various expert and specialized teams to bring top quality and customized investment advisory services and solutions to clients. For more information, visit www.pavilioncorp.com.
About Pavilion Advisory Group®
Pavilion Advisory Group® offers investment consulting, advisory services, retirement benefit consulting, and implemented or discretionary solutions to corporate and public plan sponsors (DB and DC), not-for-profit healthcare systems, higher education endowments, foundations, and family offices. It serves a global clientele from offices in Chicago, Minneapolis, Indianapolis and New York in the U.S., and Montreal, Toronto, Winnipeg and Edmonton in Canada. Pavilion Advisory Group is a trademark of Pavilion Financial Corporation, used under license by Pavilion Advisory Group Inc. in the U.S. and Pavilion Advisory Group Ltd. in Canada. For more information, visit www.pavilioncorp.com/advisory-services.
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