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Engemann Asset Management

 

Officers and directors

Lou Holtz
Managing Director and Portfolio Manager

Address

600 N. Rosemead Blvd.
Pasadena, CA 91107-2133
USA
+1-626-351-9686 (Phone)
626-351-1247 (Fax)

Website links

External links

Discussion Group - Google Finance
Engemann Asset Management administers about 15 different composite funds, including broker-sponsored wrap accounts, for private clients and institutional investors. It also manages stock portfolios. Utilizing a range of investment styles, the company mainly invests in growth equities, with some funds tempered by fixed-income investments. Retail clients must have a minimum of $50,000 in order to invest in the firm's wrap accounts. Founded in 1969, Engemann Asset Management is a wholly owned subsidiary of Virtus Investment Partners (formerly Phoenix Investment Partners), which was spun off from publicly traded insurance and investment company The Phoenix Companies in late 2008.

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