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American Stock Transfer & Trust Company, LLC (AST) is a full-service, tech-enabled professional services firm that helps companies and shareholders across North America maintain momentum through the use of secure corporate data, analytics, advisory services, and a strategic approach to every interaction. AST was originally founded as a transfer agent in 1971. Through organic growth and strategic acquisitions, AST pioneered a new model of integrated services in the industry. Our affiliates now include AST Trust Company (Canada), D.F. King & Co., Inc., and Donlin, Recano & Company, Inc. Together, we lead the industry with a comprehensive portfolio that includes transfer agent and registrar services, corporate governance and advisory services, issuer and mutual fund proxy services, equity plan solutions, restructuring services, personal wealth and investment services, and class action and mission critical services. Every day, through every interaction, we help clients streamline mission-critical operations, increase efficiencies and remove operational obstacles so that they can focus on moving their companies forward – in communications, in strategic planning, and in growth. AST is an Equal Opportunity Employer.
Acadia Trust is a Portland, ME-based company in the Financial Services sector.
McDonnell Investment Management, LLC is one of the leading providers in Financial Services. It is based in Leawood, KS. To find more information about McDonnell Investment Management, LLC, please visit www.mcdmgmt.com
The Bulfinch Group is one of the leading providers in Financial Services. It is based in Kansas City, MO. To find more information about The Bulfinch Group, please visit www.bulfinchgroup.com
AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology.