Active Insights

North Square Investments today announced that Jacqueline Melugin had joined the firm as an Internal Sales Consultant. The announcement was made by Head of Distribution Phil Callahan, who said Jacqueline will report to Vice President and Manager of Internal Sales

The North Square North Square Preferred and Securities Income Fund was selected from among 22 Flexible Income Funds for 3 Years; 22 Funds for 5 years and 15 funds for 10 Years, for the period ended November 30, 2024, according

Class I shares also received five stars for the three-year period ended 1/31/25 among 591 Small Blend category funds, but has not yet received ratings for five or ten years. For the same period, the Select Small Cap Fund finished

North Square Investments has launched the North Square RCIM Tax-Advantaged Preferred and Income Securities ETF, (QTPI), the company announced today. The RCIM Tax-Advantaged Preferred and Income Securities ETF is being subadvised by Red Cedar Investment Management. North Square Launches RCIM

North Square Investments announced its mutual fund family has surpassed $2 billion in assets.  Along with the growth in assets, North Square said it was lowering the management fee on one of its most popular mutual funds, the North Square

North Square Investments Named One of the “Best Places to Work in Money Management” By Pensions & Investments North Square Investments was recognized in the 2024 Best Places to Work in Money Management awards announced by Pensions & Investments today.

North Square Investments announced it has reached agreement to acquire Foundry Partners, LLC, an independently owned value-oriented investment adviser with headquarters in Cleveland, Ohio, through its majority-owned affiliate CS McKee. The announcement was made by Mark Goodwin, the Co-Founder and

North Square Investments today announced that Steve Gongola had joined the firm as a vice president and regional director. The announcement was made by CEO Mark Goodwin, who said Steve will report to Head of Distribution Phil Callahan. Steve Gongola