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Date: August 3, 2004
Greycourt Nominated as Wealth Advisor of the Year
Greycourt & Co., Inc. is pleased to announce its nomination as Wealth Advisor of the Year by Private Asset Management and Institutional Investor News. The awards will be presented at
a black tie gala to be held at the Essex House in New York City on September 27, 2004. Proceeds will benefit Girl Scouts of the USA.
The awards honor firms for making significant strides in the private wealth market over the past year. Firms were nominated by industry leaders and the finalists were selected by
Institutional Investor. At the awards ceremony nominees will be recognized for achievements that have improved the services and products available to substantial investors.
The text of Greycourt’s nomination reads in part as follows:
“The Pittsburgh-based wealth management boutique founded by former Mellon family office president Gregory Curtis has released a series of white papers addressing wealthy investor concerns
that are being held up by industry officials as presenting a launching post for discussion. A paper on conflicts of interest in the wealth advisory business caused a stir this past year as the mutual fund scandal
broke. This year Greycourt has published three white papers, covering topics as specific as the impact of rising interest rates on bond portfolios, and as broad and long-term as best-of-breed manager selection. The
papers are available to anyone on the firm’s website at www.greycourt.com/white_papers.html.”
Greycourt is an open architecture financial advisor to substantial families and select endowments nationally and internationally. Headquartered in Pittsburgh, the firm also has offices in
Houston, Charlotte and Portland, Oregon.
For more information, please click on the direct link to Private Asset Management provided below.
Private Asset Management Website
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