North Square Investments (North Square), a multi-boutique
manager with a range of product offerings, has been named as a
finalist for the 2024 Money Management Institute/Barron's Industry
Awards.
CHICAGO, July 30,
2024 /PRNewswire-PRWeb/ -- North Square Investments
(North Square), a multi-boutique manager with a range of product
offerings, has been named as a finalist for the 2024 Money
Management Institute/Barron's Industry Awards.
"We are very grateful to all our North
Square colleagues, subadvisors, distribution partners, financial
advisors and investors who have placed their trust in us," said
North Square CEO Mark Goodwin.
North Square was named as a finalist in the "Asset Manager of
the Year – AUM of Less than $25
Billion" category, which honors a smaller asset manager that
exemplifies innovation in delivering better outcomes for investors
and financial advisors.
"We feel extremely honored to be announced as a finalist for
this award," said North Square CEO and co-founder Mark Goodwin. "From our founding six years ago
our focus has been to source, develop and deliver institutional
quality, active investment products primarily for high net worth
and retail investors through strong relationships with financial
consultants and advisors dedicated to building better portfolios
for their clients. Our mutual fund and separate account strategies
are being carefully and thoughtfully curated to offer an array of
traditional and alternative strategies—including income solutions
and niche categories—to serve as building blocks for our wealth
management partner firms as they implement portfolio solutions for
their clients," Goodwin said.
"We believe we have the right people, resources, technology and
subadvisory relationships in place to foster future growth and
believe we will be successful as we continue to expand our
multi-boutique platform and product suite. And we are very grateful
to all our North Square colleagues, subadvisors, distribution
partners, financial advisors and investors who have placed their
trust in us," he added.
Learn more about the Money Management Institute/Barron's
Industry Awards here:
https://www.mminst.org/2024-industry-awards-finalists
North Square is committed to the sourcing, vetting and delivery
of institutional, active investment managers to their financial
intermediary partners which include broker dealers, wealth
management advisors, RIAs, family offices, retirement plans and
private banks. North Square believes the firm delivers value to its
investment partners by providing support services and access to
distribution while assisting distribution partners as they search
for high quality, alpha-generating active investment strategies to
build better risk-adjusted portfolios for their clients. North
Square's multi-boutique platform includes a mutual fund family and
ownership interests in the distinctly branded firms of C.S. McKee
and Oak Ridge Investments with collective assets under management
and advisement of approximately $12.5
billion (as of June 30,
2024).
About North Square
Founded in 2018 and headquartered in Chicago, Illinois, North Square Investments is
an independent, multi-boutique investment firm dedicated to
delivering differentiated active investment strategies to the
market. With an experienced senior management team, a board
composed of highly regarded industry veterans and backed by
Estancia Capital Partners, North Square is a leader in aggregating
high quality, alpha-generating active strategies to assist
financial intermediary partners in building risk-adjusted
portfolios for the benefit of their clients. Learn more about North
Square Investments at northsquareinvest.com.
North Square Investments, LLC is an investment adviser
registered with the U.S. Securities and Exchange Commission.
Registration does not imply a certain level of skill or training.
More information about the company's investment advisory services
can be found in its Form ADV, which is available upon request. Past
performance is not indicative of future results.
Media Contact
Martin Gawne, North Square
Investments, (312) 857-2167, mgawne@northsquareinvest.com,
https://northsquareinvest.com/
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SOURCE North Square Investments