SERVICE PROVIDERS
Crawford Investment Counsel
Asset Management Crawford Investment Counsel (Crawford) is an independently owned and operated investment management firm located in Atlanta, GA. The firm was founded in 1980 with a philosophy solely focused on high-quality investments. Crawford seeks to provide institutional and individual investors with both equity and fixed income solutions to meet long-term goals. As long-term investors, the firm's objective is to provide attractive total returns over a full market cycle. Crawford's investment approach consistently focuses on narrowing the range of potential investment outcomes while seeking outperformance through identifying and investing in what the firm believes to be high-quality companies. The firm expects that high-quality companies with improving fundamentals can lead to attractive returns with below market risk over full market cycles. VISIT WEBSITECrawford looks to a company's dividend history as an initial indicator of quality. The firm adds value through its fundamental, bottom-up investment process, enabling long-term investors the opportunity to capitalize on pricing inefficiencies associated with high-quality, dividend-paying stocks. |
DuLaney & Company
Actuary Provider of Pension Actuarial Services Donald A. DuLaney, Actuary |
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Fast Forward Accounting
Accounting Fast Forward Accounting Solutions is a client focused accounting firm that serves business throughout South Florida. We are dedicated to providing professional, personalized services that help owners and management concentrate their time and energy on running a successful business. VISIT WEBSITE |
Fifth Third Bank
Plan Custodian Fifth Third Global Securities Services VISIT WEBSITEFifth Third Global Securities Services has become successful by putting more than 100 years of experience to work supporting financial institutions, mutual fund companies, insurance companies, investment advisors, corporations, public entities, not-for-profits, and Taft-Hartleys. With our demonstrated global custody and investment-related services, we've helped simplify the unique and complex challenges institutional organizations face. About Fifth Third Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio. The Company operates in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Pennsylvania, Missouri, Georgia and North Carolina. Investor information and press releases can be viewed at www.53.com. Fifth Third's common stock is traded on the NASDAQ® Global Select Market under the symbol "FITB." Fifth Third Bank was established in 1858. Member FDIC. |
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J.P. Morgan
Asset Management J.P. Morgan Global Institutional Asset Management is a global leader in investment management, dedicated to creating a strategic advantage for institutions by connecting clients with J.P. Morgan investment professionals globally. The firm seeks to deliver first-class investment results to some of the world's most sophisticated organizations, including corporate pension plans, endowments, foundations, insurance companies, sovereign wealth funds and government-affiliated institutions. VISIT WEBSITEJ.P. Morgan Global Institutional is distinguished by its capital markets knowledge, global investment expertise and the long-term, proactive partnerships it establishes with clients. Our investment strategies span equity, fixed income, real estate, private equity, hedge funds, infrastructure and asset allocation. |
Kabat, Schertzer, De La Torre, Taraboulos & Co., LLC
Auditor KSDT CPA is one of the fastest growing and respected, full-service accounting and advisory firms in the South Florida marketplace. Once again recognized by Forbes as "America's Top Recommended Tax and Accounting Firm" for 2022. We are proud to have experienced double digit growth for 13 out of the past 16 years with an average of 22% over the past 5 years. VISIT WEBSITE |
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Klausner, Kaufman, Jensen & Levinson
Board Attorney At the law firm of Klausner, Kaufman, Jensen & Levinson, a Partnership of Professional Associations, we devote our practice exclusively to the representation of retirement and benefit systems and related labor and employment relations matters. Today, we are among the most highly regarded firms in North America in the increasingly crucial area of pension issues. VISIT WEBSITE |
Oakwater Technologies, Inc
Information Technology Ken Kornheisl, President |
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Pennant Park
Pennant Park was established to provide investors with access to middle market credit. By design—and to set ourselves apart— we are an independent manager. From early in this endeavor, we enjoyed a distinct advantage in that our senior professionals brought tremendous depth of experience in middle market credit. Prior to PennantPark, our senior team members worked alongside one another within various predecessor firms dating back to the mid-1990s. Now, over 15 years since PennantPark's founding, we continue to benefit from our senior leadership team's extensive experience and long history of collaboration across multiple economic and credit cycles. VISIT WEBSITE |
Principal Global Investors
Investment Manager At Principal Global Investors, designing and delivering the investment solutions that our clients need, when they need them, is our singular and constant focus - and the diverse group of specialized investment boutiques that comprise our asset management business are an important factor in this endeavor. We offer investment strategies that support the growing demand for income and yield, and we leverage our quality-focused alpha and beta offerings in both developed and emerging markets. VISIT WEBSITERick Wilkins, Financial Services Representative |
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Robbins Geller
Robbins Geller Rudman & Dowd LLP is one of the world's leading complex class action firms representing plaintiffs in securities fraud, antitrust, breach of fiduciary duty, consumer fraud, and privacy cases. The Firm is ranked #1 on the 2021 ISS Securities Class Action Services Top 50 Report for recovering nearly $2 billion for investors last year alone - more than triple the amount recovered by any other plaintiffs' firm. With 200 lawyers in 9 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities, antitrust, consumer, and privacy class action recoveries in history, including the largest securities class action recovery ever - $7.2 billion - in In re Enron Corp. Sec. Litig. VISIT WEBSITE |
Saxena White P.A
Portfolio Monitor Saxena White P.A. ("Saxena White") is a boutique firm focusing on securities and complex litigation, with offices in Boca Raton, San Francisco and Boston. The firm's focus enables it to skillfully and efficiently prosecute corporate wrongdoing on behalf of shareholders, including public institutions and individual investors. VISIT WEBSITESaxena White is active in major litigations in federal and state courts throughout the nation. Many of Saxena White's attorneys came to the firm from other major class action firms, state government agencies or major defense firms. The attorneys at Saxena White bring with them significant experience in successfully litigating major securities fraud cases and obtaining sizeable settlements on behalf of investors. |
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Southeastern Advisory Services
Investment Monitor Our firm provides performance measurement and related investment consulting services in a conflict-free business model. We assist public funds, corporations, endowments, foundations, and high-net worth families in meeting their investment objectives. We deliver customized investment solutions to each client through rigorous research, industry-leading tools and tireless attention to detail. VISIT WEBSITEJeffrey Swanson |