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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
North Carolina Retirement Systems is one of the leading companies in the Financial Services sector.
Future Analysts is one of the leading companies in the Financial Services sector.
The Fund sponsors the Retirement Plan, which is a defined contribution, money purchase, church pension plan that elected into certain provisions of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). The Fund also sponsors the Tax-Deferred Savings Plan, which is a church retirement income account plan as defined in Section 403(b)(9) of the Internal Revenue Code. The mission of the YMCA Retirement Fund is to empower YMCA employees to achieve economic security, resulting in loyalty to the YMCA Movement. The YMCA Retirement Fund strives to be a results-driven, high quality provider of financial services and education to its three constituent groups: Participants, Retirees and YMCAs as employers. We support the YMCA values and act on behalf of our constituents by being trustworthy and skilled fiduciaries, disciplined long-term investors and timely, transparent and effective communicators.
Columbia Threadneedle Investments is a leading global asset manager. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven.