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ALERUS FINANCIAL PURCHASE OF PENSIONTREND 
News - December 6, 2011
PensionTrend, Inc. and PensionTrend Investment Advisors, LLC reached an agreement to merge its retirement practice with Alerus Financial, a $10.45 billion diversified financial services company headquartered in Grand Forks, ND.

PensionTrend, Inc. and PensionTrend Investment Advisers, LLC have entered into an agreement to merge its retirement plan administration practice and investment advisory services with Alerus Financial, effective February 1, 2012. The union between PensionTrend and Alerus is a good fit. Both companies share a client-centric focus and are mutually committed to client needs. Combining the resources and talents of both organizations allows for services to be expanded nationally while maintaining the quality service clients have come to expect.  

Merger Press Release

Click here for more information.

 

Alerus Financial Solutions Website

For more information on Alerus, please click here to visit their website.

 

  
INDEPENDENT FIDUCIARY SERVICES 

To attract and retain the best employees, companies must offer competitive retirement benefits in addition to a fulfilling work environment. PensionTrend Investment Advisers can help. We deliver stand-out investment fiduciary services, which allow you to offer a superior retirement plan to your employees. Our sound investment process, objective advice, personalized service and full disclosure will add tremendous value to your plan.

We also work with your individual employees to help them navigate the plans you choose for them. Whatever the plan type, PTIA will answer their questions and assist them in making the plan(s) work to their financial advantage.


Investment Advisory Service offered through PensionTrend Investment Advisers LLC, a Registered Investment Advisor.

PensionTrend Investment Advisers, LLC is a Registered Investment Advisor registered with the Securities Exchange Commission. This website is for information purposes only, and does not constitute a complete description of our services or performance. The information contained in this website is not a solicitation to sell securities or investment advisory services where such an offer would not be legal. Information on this site, whether charts, articles, research papers or any statement regarding market or other financial information is obtained from sources we believe to be reliable. Finally, past performance is not a guarantee of future performance.

  
INVESTOR ALERTS 

December ended up being fairly uneventful in terms of returns for stocks, both domestically and abroad.

For the month, the S&P 500, our large cap stock benchmark, was up 1.0%, the Russell 2000, a small cap index, was up 0.7% and the MSCI EAFE Index, an international stock index, was down 1.0%. Bonds as measured by the BarCap US Aggregate Bond Index, were up 1.1%.

For all of 2011, the S&P 500 finished up 2.1%, the Russell 2000 was down 4.2%, the MSCI EAFE Index was down 12.1% and the BarCap US Aggregate Bond Index was up 7.8%.