Portfolio

Aristotle Capital Management, LLC, a registered investment advisor focused primarily on managing separate accounts for institutions and high net-worth investors, has launched its first mutual fund—employing many of the go-anywhere strategies it employs for these high-net clients.

RidgeWorth Investments is closing its Small Cap Value Equity Fund, subadvised by Ceredex Value Advisors LLC to new investors effective April 20.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

“All stockholders receive the special cash dividend, and many are financial advisors and management, so this is a bit of a bonus,” says Chip Roame, managing partner at Tiburon Strategic Partners.

By any measure, the first quarter of 2012 was a very good one for investors. Here’s an interactive slide show featuring the 5 best-performing Dow stocks so far this year.

Real estate may be cyclical, but having exposure to real estate — especially commercial real estate — in a portfolio as an alternative source of income can be beneficial. What’s the best way to evaluate whether it makes sense for a client?

Oaks, Pa.-based SEI, a provider of investment processing, fund processing, and investment management business outsourcing services, has appointed Stephen Beinhacker as Global Head of Equities for SEI's Investment Management Unit.

Stewart Capital Advisors, LLC, the investment advisor for Stewart Capital Mutual Funds, said that it has made the Stewart Capital Mid Cap Fund available as a no-load mutual fund effective April 1.

Investment advisor Matthew Tuttle spends a lot of time moving the money of newly-acquired clients out of mutual funds and into exchanged-traded instruments.