North Square Launches RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI)
Chicago, IL (December 23, 2024) – North Square Investments (North Square), a multi-boutique manager with a range of product offerings, has launched the North Square RCIM Tax-Advantaged Preferred and Income Securities ETF, (QTPI), the company announced today. The RCIM Tax-Advantaged Preferred and Income Securities ETF is being subadvised by [...]
North Square Funds Surpass $2 Billion in Assets; Lowers Management Fee on Five-Star Strategic Income Fund (ADVNX)
Chicago, IL (December 20, 2024) – North Square Investments (North Square), a multi-boutique manager with a range of product offerings, announced its mutual fund family has surpassed $2 billion in assets. Along with the growth in assets, North Square said it was lowering the management fee on one of [...]
North Square Investments Reaches Agreement to Acquire Foundry Partners
Chicago, IL (November 26, 2024) - North Square Investments announced it has reached agreement to acquire Foundry Partners, LLC, an independently owned value-oriented investment adviser with headquarters in Cleveland, Ohio, through its majority-owned affiliate CS McKee. The announcement was made by Mark Goodwin, the Co-Founder and CEO of North [...]
North Square Investments Named a 2024 Money Management Institute/Barron’s Industry Awards Finalist
Chicago, IL (July 30, 2024) – 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. North Square was named as a finalist in the “Asset Manager of the Year – [...]
StrategyCorps Announces Capital Partnership with Estancia Capital Partners to Enhance Solutions and Accelerate Growth
NASHVILLE (July 9, 2024) – StrategyCorps, LLC (“SC” or the “Company”), the industry-leading provider of deposit analytics and retail and small business checking-related solutions, and Estancia Capital Partners, a respected lower-middle market private equity firm with a successful investing track record in the financial services industry, announced today that [...]
Snowden Lane Partners Adds Morgan Stanley Veteran with $1 Billion in Client Assets
CORAL GABLES, Fla. -- (BUSINESS WIRE) -- Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Jaime Sanchez Yarza has joined the firm as a Senior Partner and Managing Director, alongside Jose Andres Ramirez, Portfolio Director and [...]