Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window
 

Criterion Investment Mgmt

5555 San Felipe, 20th Floor
Houston, Texas 77056
United States
 
Contact :      Mr. John Pipkin
Phone :       (713) 963-5200
Fax :             713-963-5235
Email :         tony@criterion.com
Web :           http://www.westam.com

Criterion Investment Mgmt Information

Type of organization :
Total Assets Managed ($Mil) : $9,107
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1969
Wrap Programs Offered? : No
# of Accounts Managed : 70
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Criterion Investment Mgmt History

Criterion Investment Management is an institutional investment advisor managing $9.1 billion in U.S. fixed income securities. Criterion has managed institutional accounts since 1969 and began managing fixed income accounts in 1977 for major institutional clients. Our institutional client relationships include state and local governments, major corporations, foundations, endowments, and Taft-Hartley accounts. Since inception, our organizational structure has emphasized superior portfolio management and a high level of personal attention to each client.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Criterion Investment Mgmt Personnel

Mr.  Tony Ledergerber

Marketing Director
Tel : 713-963-5233
Email: tony@criterion.com
null

Criterion Investment Mgmt Product Name

Report Created: April,23 2019.  Copyright Money Manager Review , All rights Reserved.
Top

Print  Close Window