Materials: Demystifying the Master Limited Partnership (MLP): The Investment Case for MLPs in Individual & Institutional Portfolios

PCM publishes presentation materials from our June presentation "Demystifying the Master Limited Partnership (MLP): The Investment Case for MLPs in Individual & Institutional Portfolios"

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 Demystifying the MLP: The Investment Case for Master Limited Partnerships in Individual and Institutional Portfolios

Demystifying the MLP: The Investment Case for Master Limited Partnerships in Individual and Institutional Portfolios

 

Demystifying the Master Limited Partnership (MLP): The Investment Case for MLPs in Individual and Institutional Portfolios.

Please join the Pointe Capital Management energy investment experts on June 9th from 8:00-9:30 am at the Detroit Athletic Club for this lively discussion about MLPs, one of the best performing and yet, misunderstood publicly traded asset classes.  MLPs are an attractive investment with strong historical performance, cash generation with an increasing yield, liquidity and an underlying investment in energy infrastructure, a vital component to our nation's economy.  Specific presentation topics include the following: the investment case for MLPs in individual & institutional portfolios, tax & estate benefits, UBTI in tax-exempt portfolios, historical out-performance over other asset classes, the lack of correlation with traditional asset classes including commodities, the various investment methods to access MLPs and an education on MLP sector breakdown (core, semi-core, non-core).

Please click here to learn more and register for this event.

Pointe Capital Management Welcomes Kenneth M. Solak as Director, Business Development

GROSSE POINTE FARMS, MI (April 2015) - Pointe Capital Management of Grosse Pointe Farms, Michigan, is pleased to welcome Kenneth M. Solak as Director, Business Development, of our Firm.  Ken will be responsible for serving existing clients and developing new client relationships in the Firm’s institutional practice.

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Pointe Capital Management Among “Best of Best” Financial Advisors Attending Barron's Top Independent Advisors Summit

SCOTTSDALE, AZ (March 23, 2015) - Jeffrey C. Huebner, Managing Member of Pointe Capital Management attended the seventh-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the Fairmont Princess Hotel March 23 - 25 in Scottsdale, AZ.

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Pointe Capital Management's James L. Carroll to Present at the 2015 MAPERS Spring Conference

GROSSE POINTE FARMS, MI (January, 2015) – Pointe Capital Management’s Jim Carroll, CFA has been selected by the Michigan Association of Public Employee Retirement Systems’ (MAPERS) to present at the 2015 Spring Conference on Monday, May 18, 2015 at the Soaring Eagle Resort in Mt. Pleasant.

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Pointe Capital Management Welcomes Elizabeth S. Ottaway, CFP as an Executive Director of our Firm

GROSSE POINTE FARMS, MI (January 2015) - Pointe Capital Management of Grosse Pointe Farms, Michigan, is pleased to welcome Elizabeth S. Ottaway, CFP as an Executive Director of our Firm.  Liz will be responsible for serving existing clients, developing new client relationships and consulting on the Firm’s strategies under management.

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Pointe Capital Management Among “Best of the Best” Financial Advisors to Attend Barron’s Top Independent Advisors Summit

PHOENIX, AZ  (March 19, 2014) - Jeffrey Huebner, Managing Member of Pointe Capital Management attended the fifth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the JW Marriott Desert Ridge, March 19 - 21 in Phoenix, AZ.

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Carroll Proud to be Part of a Growing Company

(Grosse Pointe News) GROSSE POINTE FARMS, MI (February 2014)— Pointe Capital Management of Grosse Pointe Farms, Michigan, welcomes an All-American leader to their growing team… “I had a desire to join an organization where I could have more of an impact,” Carroll said. “This office has a unique combination of time-tested and deep bench experience with a lot of enthusiasm of younger staff. There is a great passion for investment work here and each of us brings something different to the party. We really complement each other.

Pointe Capital Management Welcomes James L. Carroll as Managing Director of our Firm

GROSSE POINTE FARMS, MI (January 2014) - Pointe Capital Management of Grosse Pointe Farms, Michigan, is pleased to welcome James L. Carroll as Managing Director of our Firm. Jim will be working with new and existing clients, portfolio management and developing Pointe Capital Management’s institutional practice. Prior to joining Pointe Capital management, Jim spent 17 years with Loomis Sayles as a Vice President and Equity Portfolio Manager where he co-managed the $6 billionlarge-cap value strategy. While managing the Loomis Sayles Large Cap Value Fund, Jim achieved first quartile performance versus the peer group for the one, three, five and ten year time periods.

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Pointe Capital Management Welcomes Jessica M. Willis as a Director of our Firm

GROSSE POINTE FARMS, MI (November 2013) Pointe Capital Management welcomes Jessica M. Willis as a Director of our Firm. Jessica will be working with new and existing clients, new business development, marketing, communications and provide direction for the future growth of Pointe Capital. Prior to joining Pointe Capital, Jessica spent nine years with Plante Moran Financial Advisors as a Financial Advisor for substantial individuals, families, estates and trusts. Earlier in her career, she was a Research Associate for MacGregor Associates, an institutional real estate investment consultant in Chicago.

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Pointe Capital Management Ranked as a Top 50 Wealth Manager by Forbes

GROSSE POINTE FARMS, MI (April 2013) Forbes recently ranked Pointe Capital Management of Grosse Pointe Farms as a Top 50 Wealth Manager in the Emerging RIA Category. As of the published date, Pointe Capital Management had $324 million in assets under management, an increase of $179 million over the previous 24 months. The Managing Members of Pointe Capital commented “We are delighted and honored to be named in this highly respected ranking of national firms. We believe that we have achieved this growth considering not only our investment strategy, but also our emphasis on our Firm’s principles and values. Our responsibility of stewardship is taken very seriously and it shows in our results.”

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Barron's: Pointe Capital Management Among "Best of Best" Financial Advisors Attending Barron's Winner Circle

ORLANDO, FL, (March 2013) Pointe Capital Management was invited to attend the fifth-annual Barron’s Winner’s Circle Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the Ritz-Carlton Grande Lakes, March 6-8 in Orlando, FL. Seventy-five of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 27, 2012 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.

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Barron’s Top Independent Advisors

PHOENIX (March 21, 2012) — Pointe Capital Management was invited to attend the fourth-annual Barron’s Winner’s Circle Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the JW Marriott Dessert Ridge, March 21-23 in Phoenix, AZ. Sixty-five of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 29, 2011 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.

Click here to read the full press release.