PARTIAL LIST OF INDUSTRIES AND CLIENTS

Mutual funds

  • American Funds
  • Russell Investment Group
  • Fidelity

Nonprofit and Unitized trust

  • Emory
  • RISD
  • ACLU
  • New Hampshire Community Foundation
  • Winston Salem Community Foundation

 

Custody banks

  • IBT
  • Bank of New York
  • State Street

Trust companies

  • Commerce Trust
  • RSG
  • International Clearing Trust Company

Community banks

  • Eastern
  • Salem
  • Lawrence