"Benchmarks were created to measure investment manager performance, not determine it. Life is too short to invest with managers who are beholden to their benchmarks."
Chief Investment Strategist, Managing Partner
Press Releases
Thursday, April 12, 2012
Combining CTC Consulting with Harris myCFO will expand BMO’s investment advisory and manager research capabilities in the U.S. and create a leading integrated wealth management firm serving affluent clients. ...
Thursday, June 3, 2010
June 4, 2010 – CTC Consulting, a national investment consulting firm with headquarters in Portland, Oregon, has added a senior consultant in its Boston, office. Bill Monaghan, CAIA, joined CTC June 1.
"We are excited about Bill...
Thursday, May 6, 2010
May 6, 2010 – CTC Consulting, a national investment consulting and research firm, has opened an office in Boston, Massachusetts. The Boston office is in addition to existing offices in Connecticut and New Hampshire.
Rod Larson,...
Thursday, March 4, 2010
March 3, 2010 – CTC Consulting, an investment consulting firm headquartered in Portland, Oregon, has appointed a Chief Operating Officer to its team. Rob Gray, a native of Oregon, has over 20 years of management experience in financial...
Monday, October 19, 2009
October 19, 2009 – CTC Consulting, an investment consulting firm based in Portland, Oregon, has added two members to its executive team. Mike Finan, one of the firm’s senior consultants, and Curt Fintel, CTC’s chief investment...
Tuesday, April 8, 2008
April 8, 2008 – CTC Consulting, an investment consulting firm based in Portland, Oregon, completed a buyout transaction with its parent company, Bank of America Corporation, on April 1, 2008. CTC Consulting, LLC, the resulting entity,...