Matco Financial Inc.

August 23, 2011 12:27 ET

Matco Financial Achieves Five Year Milestone

CALGARY, ALBERTA--(Marketwire - Aug. 23, 2011) - Matco Financial ("Matco") is excited about the initial progress it has made since its launch on September 30, 2007. Some of the highlights include:

  1. Three Year 1st Quartile Performance for the Matco Canadian Equity Income Fund (Formally MFI Canadian Equity) as measured by API Asset Management and Globefund ending May 31, 2011.
  2. Three Year 2nd Quartile Performance for the Matco Balanced Fund (Formally MFI Balanced Fund) as measured by API Asset Management and Globefund ending May 31, 2011.
  3. Assets under Management have increased seven fold while our team has increased to 11.
  4. Family Office Clients have doubled.
  5. Matco Financial has been awarded a number of Institutional Mandates
  6. Matco has changed it fund names from;
    1. MFI Canadian Equity Fund to Matco Canadian Equity Income Fund
    2. MFI Balanced Fund to Matco Balanced Fund
    3. MFI Energy Fund to Matco Energy Fund
    4. MFI Small Cap Fund to Matco Small Cap Fund.
  7. As a result of the growth of the firm and to maintain our commitment to our clients there have been two changes in titles of personnel
    1. Bill K. Dickie President, CIO, Portfolio Manager to Bill K. Dickie CIO, Portfolio Manager
    2. Jason N. Vincent Vice President, COO to President and COO.

Matco Financial is a Western Canadian based asset management firm that distributes its services through direct relationships or partners with financial advisors. As our money is invested alongside yours, Matco looks forward to building wealth for its investment partners over the long term.

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