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East Rock Capital, LLC is an investment management firm co-founded by Graham Duncan and Adam Shapiro that acts as an adviser to a number of investment funds and managed accounts located at 10 East 53rd Street in New York.
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.
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.
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking℠ to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the worlds largest asset management firms1 (USD 999.5 billion AUM2).
SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.