Products September 30, 2007

Westcore Adds Institutional Fund Shares

Westcore Funds has announced it is now offering an Institutional Share Class for seven of its no-load mutual funds.
Reported by

The new Institutional Share Class will be applied to the following funds:

  • Westcore MIDCO Growth Fund
  • Westcore Growth Fund
  • Westcore Blue Chip Fund
  • Westcore Small-Cap Opportunity Fund
  • Westcore Small-Cap Value Fund
  • Westcore Flexible Income Fund
  • Westcore Plus Bond Fund

The Institutional Share Class is available to all investors directly or through a financial intermediary, including but not limited to, financial advisers, retirement plans, broker-dealers, and bank trust departments.

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Deals & People September 30, 2007

M&I Appoints Vice President, Director of Institutional Sales

M&I Investment Management Corp. has appointed Thomas Nolte, formerly of Wells Fargo and Strong Capital Management, as vice president, director of institutional sales.
Reported by

Nolte served 12 years as vice president, senior account executive with Wells Fargo and Strong Capital Management.

“We are pleased to have Tom join M&I as director of institutional sales,” said Tommy Huie, president and chief investment officer, M&I Investment Management Corp., in a press release. “Tom brings a wealth of experience and will play a key role as we expand our presence in the consultant and corporate marketplace.”

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Nolte earned a bachelor’s degree from Marquette University and a Juris Doctor from the University of Wisconsin Law School, according to the announcement.

M&I Investment Management Corp. currently has $25 billion under management, with over $9 billion in the Marshall Funds.

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