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Alerus Conservative Growth Fund Direct (0P0000ZT0D)

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Alerus Conservative Growth Fund Direct historical data, for real-time data please try another search
0.022 0.000    0.00%
04/02 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Alerus Financial Corp
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 52.53M
Alerus Conservative Growth Fund Direct 0.022 0.000 0.00%

Alerus Conservative Growth Fund Direct Overview

 
On this page you'll find an in-depth profile of Alerus Conservative Growth Fund Direct. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZT0D among other information.
Category

Allocation--50% to 70% Equity

Total Assets

52.53M

Expenses

0.12%

Inception Date

Aug 30, 2013

Investment Strategy

The Alerus Conservative Growth Fund invests in exchange traded funds and mutual funds and primarily utilizes indexed investments. The Fund will allocate between 50-65% of its assets to equity securities.

Contact Information

Address 2300 S. Columbia Road
Grand Forks,ND 58201
United States
Phone 800-270-3200

Top Executives

Name Title Since Until
Management Team - 2013 Now
Biography Team Managed
Lee M. Kliebert Accredited Investment Fiduciary 2012 2013
Biography Lee is the Managing Member, Chief Compliance Officer and Chief Investment Officer for PensionTrend Investment Advisers, LLC. He holds his Series 6,7,24,63 and 65 and is also an Accredited Investment Fiduciary with the Center for Fiduciary Studies. He is a member of the American Bar Association, State of Michigan Bar Association, American Society of Pension Professionals and Actuaries, and the Great Lakes TEIGE Council.
Andrew J. Calogerakis Co-Manager 2012 2013
Biography Andrew is the co-manager of the PensionTrend Collective Investments Funds. His previous experience includes 5 years as a Portfolio Manager at Wachovia Weath Management. Andrew has a Bachelor's degree in Economics from North Carolina State University and an MBA from Wake Forest University and holds the Chartered Financial Analyst designation.
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