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This page was designed with our Pinnacle clients in mind. Here you will find useful information that will keep you up to date on your Pinnacle portfolio.

Please visit this page regularly as there will be updates. If there is something you would like to see on this page, please contact either Dave or Kate.

We would like to take this opportunity to thank you for entrusting The Ritcey Team with your business.

 

 

** New ** The Importance of Your Investment Policy Statement

For the most recent commentaries from our Pinnacle managers please click below:

Fixed Income Managers:
Scotia Cassels Investment Counsel – Short Term Income
Fiera Capital – Income
Guardian Capital – High Yield Income
Logan Circle Partners – American Core-Plus Bond

Real Estate Manager:
Citigroup Alternative Investments – Global Real Estate

Balanced Managers:
Connor Clark & Lunn – Strategic Balanced

Canadian Equity Managers:
BonaVista Asset Management – Canadian Value Equity
Foyston, Gordon & Payne – Canadian Mid Cap Value Equity
Aurion Capital Management – Canadian Growth Equity
Mawer Investment Management – Canadian Small Cap Growth Equity

U.S. Equity Managers:
Metropolitan West Capital Management– American Value Equity
Integrity Asset Management – American Mid Cap Value Equity
American Century Investment Management – American Large Cap Growth Equity
TCW Investment Management – American Mid Cap Growth Equity

Global & International Equity Managers:
Munder Capital - Int. Small/Mid Cap Value Equity
Harding, Loevner Management – Global Equity
Wellington Management Company– International Equity


In keeping with our commitment to provide you with up to date information on your Pinnacle portfolio, please click below for our quarterly Pinnacle newsletter, NTGA’s quarterly Market Summary and NTGA’s quarterly Market Outlook:
Pinnacle Quarterly Newsletter
NTGA Quarterly Market Summary
NTGA Quarterly Market Outlook


If you are interested in examining the latest Pinnacle Program Annual Report for more information on detailed financials and actual portfolio holdings, click:
Pinnacle 2007 Semi Annual Report

 

Most documents are in Adobe Acrobat '.pdf' format and require Adobe Acrobat Reader to be viewed. You can download a free copy of Acrobat Reader at www.adobe.com or simply click this button:

 

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