Pavilion Financial Corporation (Pavilion), an employee-owned, investment services firm, announced on October, the closing of the transaction to purchase the business of Jeffrey Slocum & Associates, Inc. (Slocum). As part of the closing, the Slocum team joined Pavilion Advisory Group Inc., Pavilion’s U.S.-based institutional investment, advisory and retirement benefits consulting subsidiary. The Slocum team operates under the Pavilion Advisory Group® name out of its Minneapolis office.
About Pavilion Advisory Group®
Pavilion Advisory Group® offers investment consulting, advisory services, retirement benefit consulting, and implemented or discretionary solutions to corporate and public plan sponsors (DB and DC), not-for-profit healthcare systems, higher education endowments, foundations, and family offices. It serves a global clientele from offices in Chicago, Minneapolis, Indianapolis and New York in the U.S., and Montreal, Toronto, Winnipeg and Edmonton in Canada. Pavilion Advisory Group is a trademark of Pavilion Financial Corporation, used under license by Pavilion Advisory Group Inc. in the U.S. and Pavilion Advisory Group Ltd. in Canada. For more information, visit www.pavilioncorp.com/advisory-services.
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1-10 employees
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Investment Management
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Minneapolis Minnesota United States
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1986
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Tom Slocum is the CEO of Slocum. To contact Tom Slocum email at [email protected].
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