Broadridge is the industry’s leading provider of proxy services dedicated to the specialized needs of the trust community. Broadridge streamlines the entire proxy process, from material delivery to reporting and recordkeeping, vote recommendations, paper elimination and year-end processing. All while helping you meet your compliance requirements.

As a Broadridge proxy client, you will have access to tools that will simplify your proxy process: online voting; paper elimination; optional automatic “with management” voting; cost basis/corporate action databases and notifications; and delivery of materials directly to your clients. For more information, please contact Josh Edelstein at 212-918-6967, or email joshua.edelstein@broadridge.com.

Chicago Clearing Corporation (CCC) is the claims filing specialist in securities class action settlements.  CCC serves a wide range of investors, such as bank trust departments, investment advisors, money managers, mutual funds, pension funds, hedge funds, brokerage firms, market makers, specialists, and proprietary trading firms. No matter the type of investor, CCC has the knowledge and the expertise to maximize client recovery.  In the investment advisory and bank trust/wealth management space alone, CCC’s 654 clients – and more each day - manage over $300 billion in assets.  Since December of 2008, CCC has recovered over $58 million for its clients. Please call CCC today for more information at (312) 204-6970.

Federated is a global investment manager known for its stability. Our investment solutions span domestic and international equity, fixed income, alternative, and money market strategies. Federated has always taken the long view, believing that diligently doing business the right way over time will present the opportunity for growth.

FinTech Securities exists to provide streamlined equity, options, and fixed income trading solutions.  We stand by our principles of offering competitive rates, customized trading capabilities, and personalized attention.  Through honest and innovative solutions we add the human element to trading technology, creating the most refreshing brokerage experience.  For more information, please contact 888-822-3310 or Info@FinTechSecurities.com.

Institutional Trading Services, LLC (ITS) offers electronic trading solutions for both equity and bond trading. Servicing the trading needs of over 120 bank trust departments around the country, ITS prides itself on delivering superior electronic trading technology. In the highly fragmented and manual arena of bond trading, ITS offers its clients an electronic platform on which 200 brokers around the country participate to provide liquidity.

Interactive Data Corporation is a trusted leader in financial information. Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to our fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Interactive Data’s offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management. Interactive Data is headquartered in Bedford, Massachusetts and has over 2,400 employees in offices worldwide. For more information, please visit www.interactivedata.com.

MainStreet Advisors provides portfolio management, in-depth investment research, and critical marketing support. We build efficient portfolios using separately managed accounts of individual securities, mutual funds and exchange traded funds. Each well-diversified portfolio includes allocations to domestic and foreign equities, fixed income exposure, and alternative investments such as commodities, hedging strategies, domestic/foreign real estate and private equity.

Our comprehensive investment management combined with personal touch service allows MainStreet Advisors to be a seamless partner to your business. For more information, contact us at (312) 223-0270.

Matrix Financial Solutions is one of the nation’s largest providers of products and services for third party administrators (TPA’s), financial advisors, banks and wealth management professionals. Matrix Financial Solutions, through its wholly owned subsidiaries serves more than 300 financial institutions and over $70 billion in assets on its trading and trust platform.

At Morgan Keegan, our Fixed Income Capital Markets division is one of the largest of any firm off Wall Street. Made up of more than 150 sales representatives, 40 research analysts and 70 traders, we offer a variety of valuable services like extensive research offerings, asset/liability services, portfolio accounting and eFolio® - our unique online portfolio management system.

OBS Financial Services, Inc. (OBSFS) is an outsourced investment management provider to Financial Institutions around the country. OBSFS is dedicated to helping Financial Institutions and their Wealth Management programs take their business to the next level of profitability and growth. We consult with Financial Institutions’ management teams, their investment advisors and trust officers to provide fee-based investment management products and platforms that grow business effectively and profitably.

Serving the trust community for 15 years, Proxytrust customers benefit from our comprehensive proxy voting and strategic partner solutions including capital changes, cost basis calculator and policy voting. Our strict focus on the trust market, consultative relationship management and extensive industry experience adds significant value to our customers through greater operational efficiency and increased compliance. Our superior data security and customer-driven core values as a privately-held, independent company uniquely positions us as a trusted partner and growing industry leader.

Since 1930, SIX Telekurs has focused on international financial information. Today, our structured and encoded securities data covers over 5.6 million financial instruments, and is unique in terms of breadth and depth. Through our network of branches and offices in 23 countries, we collect data directly to ensure completeness and quality of our securities prices, reference data, corporate actions and regulatory/compliance information.

SIX Telekurs is a SIX Group company. On a global scale, SIX Group offers first-rate services for securities trading, clearing and settlement, as well as financial market information and payment transactions.

Please visit www.six-telekurs.com for more information.

Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. The Tax & Accounting business of Thomson Reuters is the leading provider of technology, information and integrated tax solutions.

Its ONESOURCE Trust Tax portfolio offers trust tax software, services,  workflow, and document management solutions, to the nation’s leading banks, brokerages, and trust and wealth management firms.

ONESOURCE WorkFlow Manager is a workflow and document management platform that enables you to standardize, automate, streamline, and manage ALL processes within the trust department. ONESOURCE Trust Tax services includes experts in eight major processing centers nationwide using our own Trust Tax software.

U.S. Bank Institutional Trust & Custody was formed to exclusively serve the unique needs of institutional entities, including corporations, banks, endowments and foundations, insurance companies, independent trust companies, government and public entities and registered investment advisors. As a custodian backed by one of the nation's leading financial institutions in the country, we have provided trust and custody services for more than 100 years. Our customized solutions are focused on the middle market and delivered with a local presence.

Please contact John Harrington, Sr. Business Development Officer at
(513) 639-6351 or via e-mail: john.harrington@usbank.com

Vanguard Systems is a customer-focused provider of cost-effective Enterprise Document, Records and Workflow Management Systems (EDMS).  We deliver end-to-end document solutions and professional services to clients across the United States and Canada.

A leading provider of investment solutions to Trust Institutions. For more information, please contact Tim Schaller toll-free at 1-800-232-0013 or at tschaller@wisi.com