Gordon ‘Grant’ Curtis Selected to Moderate Opal Group’s Private Equity Fast Track Panel

     

    Newport, R.I., July 18-20, 2011
    NEW YORK, June 1, 2011 — Executive Director & Portfolio Manager for CI Investments, Single Family Office, Ticino, Ch., Gordon “Grant” Curtis, will be moderating one of the most dynamic investment panels of the largest Family Office Event in Nort…

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    Macroaxis Launches New Version of Optimization Engine to Help Investors Salvage Their Investments

     

    SAN FRANCISCO, Feb. 16, 2011 — Macroaxis (http://www.macroaxis.com), the leading online personal investment management service, today launched a significant product upgrade. New features make personal investment management easier than ever before. Improvements include enhanced portf…

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    Gordon ‘Grant’ Curtis Invited to Speak at Real Asset Investing Forum

     

    Gordon “Grant” Curtis invited to speak at Opal Group’s Real Asset Investing Forum at the San Francisco Marriott on September 15th; representing a billion Euro Asset Allocation by CI Investments, a European Single Family Office, Mr. Curtis will be discussing International “…

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    401(k) Apathy Cuts Dangerously Deep

     

    Survey Finds That Many Americans Don’t Read Their 401(k) Statements or Don’t Understand What They’re Reading
    NEWTON, Mass., Feb. 3, 2009 — Following the economic meltdown of 2008, many 401(k) participants are taking the ostrich approach to investing. In a just-completed s…

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    Keeping Your Balance as Markets Wobble: Advisor Suggests Re-Jigging Your Portfolio Now to Help Your Outcome When Shares Pick Up Again

     

    ATLANTA, Jan. 13, 2009 — For many investors, the market’s recent swoon has not only shaken their confidence, but thrown their portfolio out of alignment. According to Don Patrick, an independent financial professional, over time, even the most carefully constructed portfolio can becom…

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