| Name | Title | Contact Details |
|---|
State Street, a world leader in financial services, provides a full range of products and services for large pools of investment assets. Our clients include mutual fund companies and other investment managers, corporations, public pension funds, unions, non-profit organizations, and families and individuals. They look to State Street for custody and management of their assets; accounting, daily pricing, and administration of their funds; the information and analytical tools that help them make investment decisions; and the foreign exchange, cash management, credit, and electronic trading services that help them negotiate complex, global financial markets efficiently and effectively.
Depository Trust Company of Delaware, LLC dba Delaware Depository is a state chartered, limited purpose trust company and an exchange-licensed, precious metals depository.
Our founding partners Craig Forbes and Art Washburn have worked as a team since 1995. In May 2009, along with their long-time associate LeAnn Mitchell, they formed Alpha Omega Wealth Management — an independent registered investment advisory firm located in Richmond, Virginia. Today the full team is made up of eight professionals. Our Alpha Omega investment team does all of our own research and manages our portfolios using the same philosophy and process on which our firm was founded.
It all started with a napkin sketch in a diner. We’re told it was hatched over coffee and ham-and-cheese omelets, but memories have faded since that day in 1999. What we know for sure? Our vision of decomplexifying equity plan management was so straightforward it could be drawn on a 4×4” piece of paper. And we made it happen. By keeping a relentless focus on both innovative technology and remarkable service, we’ve grown into a multinational public company with offices in the United States, Canada, the United Kingdom and Australia, and we have customers around the globe. Even though we’ve grown quickly, we’ve always strived to keep it as simple as possible, and we’ve stayed true to our roots as an agile, flexible company. There may even be a story about us accepting partial payment in beer from one of our earliest clients, Big Rock Brewery. Today, we have more than 3,000 clients who have employees in more than 150 countries. And no matter how big or small you are, or where your operations lie, we promise to help you better manage the complexities of your equity plan.
In the financial world today, stability is quickly vanishing. You need someone dependable who understands your most valuable assets; someone to provide security for you tomorrow and today. Founded in 1993, Caldwell Trust Company is an independent trust company with more than 30 years of investment experience and over one-half billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management – same values as you. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally Caldwell offers 401(k) and 403(b) qualified retirement plans to companies. Our traditional trust and investment services, means a person answers all calls. It also means we avoid all activities that would put us in a position of conflict with our clients. We do not sell products and we do not draft legal documents or prepare tax returns, so there is no self-referral. We accept no commissions or incentives for referrals to other professionals outside our expertise. As an independent trust company, we operate more cost effectively than our competitors. We maintain tight control over quality by having our own in-house operations department rather than piggy-back on less efficient, costly middlemen. Personal, Traditional, Independent: Caldwell Trust Company has been doing it this way from the beginning and will be doing it this way for generations to come. Follow @CaldwellTrust on Twitter for updates and announcements