Results: 1 - 11 of 11 Page: 1   AccuTech Systems Corporation - Silver Partner Mr. Dave Moore Regional Sales Manager 2620 Accutech Way Muncie, IN 47304-9462 Phone: (765) 722-3000 Fax: (765) 722-3050 Toll Free: (800) 686-0470 Web site: www.trustasc.com Email: dave.moore@trustasc.com AccuTech Systems is the fastest growing trust and investment management software provider in the nation. We currently service a client base of over 350 institutions in 41 states and Canada, ranging from start-ups to multi-billion dollar departments. Having served the trust and investment management accounting industry for over twenty years with a client base ranging from banks to government agencies, our products have established a reputation as some of the most reliable and cost-effective solutions available. AccuTech Systems is unique to offer AccuTrust Gold in three delivery methods: 1. In-house; 2. ASP; and 3. Outsourcing. AccuTech Systems, in partnership with The Fiduciary Education Center, also offers an educational service to the trust industry, AccuTech University. AccuTech Systems Corporation is your partner in trust & investment management software and trust education. Charles Schwab Advisor Services - Silver Partner Mr. David Newkirk Managing Director 225 Franklin St Ste 900 Boston, MA 02110-2886 Phone: (617) 443-8342 Web site: www.schwabadvisorcenter.com/public Email: david.newkirk@schwab.com Since 1987, Schwab has supported independent investment advisors by offering support and services to help advisors grow their businesses and help their clients reach their financial goals. As of June 30, 2009, client assets custodied with Schwab Advisor Services stood at $505 billion. These assets, managed by over 6,000 independent advisor firms Schwab currently serves, represent approximately one-third of total client assets custodied with The Charles Schwab Corporation. Schwab Advisor Services (formerly Schwab Institutional) is a business segment of The Charles Schwab Corporation and is a leading provider of custodial, operational and trading support for independent investment advisors. Crews&Associates Member First Security Bancorp - Gold Partner Mr. Rick Calhoun First Vice President 521 President Clinton Ave Ste 800 First Security Center Little Rock, AR 72201-1729 Phone: (800) 766-2000 Fax: (501) 907-4000 Toll Free: (800) 766-2000 Web site: www.crewsfs.com Email: rcalhoun@crewsfs.com Crews & Associates, Inc. is a full-service broker/dealer with over 139 investment professionals registered in all 50 states. The firm specializes in trading fixed-income securities, including municipal and corporate bonds, government agency bonds, US Treasury bonds, mortgage-backed securities and mutual funds. With public finance offices around the country, the firm underwrites new issue municipal bonds and private placements. Crews also offers free account maintenance and safekeeping services. Fayez Sarofim & Company - Associate Member (Individual) Mr. William D. Hanna, CPA Principal 909 Fannin St Ste 2907 Two Houston Center Houston, TX 77010-1024 Phone: (713) 654-4484 Fax: (713) 308-2991 Email: bhanna@sarofim.com Federated Investors, Inc. - Platinum Partner Mr. John P. Liekar, III Marketing Representative 1001 Liberty Ave Pittsburgh, PA 15222-3779 Phone: (412) 288-4861 Fax: (412) 288-8751 Toll Free: (800) 245-5000 Web site: www.federatedinvestors.com Email: jliekar@federatedinv.com Federated Investors has played a pioneering role in the financial industry since 1955. As one of the nation's largest investment managers, Federated offers style-consistent investment products including domestic and international equity, fixed-income and money market mutual funds as well as a variety of separately managed account options. Our diversified product line is distributed through a network of financial intermediaries and institutions who assist investors in meeting their unique objectives. Federated understands the importance of diversification and allocation in reducing overall portfolio volatility. We continue to develop competitive and innovative products and create new applications for existing products to meet investors' evolving financial needs. INFOVISA - Silver Partner Mr. Jeff Kingston Regional Sales Manager 11120 Treynorth Dr Ste A Cornelius, NC 28031-8103 Phone: (402) 323-1400 Fax: (402) 323-1707 Web site: www.infovisa.com Email: jkingston@infovisa.com Innovation by Design™ - Listen, understand, innovate, implement, repeat. That is what we do. It's how we at INFOVISA™ made the best trust accounting application in the industry. We took a look at what you do, then we applied Innovation by Design to our MAUI™ product to make you more effective. INFOVISA is a software development & services company dedicated to serving the needs of the Trust and Wealth Management industry. We offer innovative solutions to asset management and investment professionals that delivers increased efficiencies, robust reporting and statement production, and utilization of today's technology standards. In addition, our pricing structure is not based upon "per account" charges allowing our clients to easily budget and control their costs. With INFOVISA'S premier products and services, organizations are able to significantly streamline their operations, further their customer relationships, and reduce their operating costs. Innovest Systems, LLC - Associate Member (Individual) Mr. Scott Wolf Vice President, Business Development 1600 Rosecrans Ave Fl 4 Manhattan Beach, CA 90266-3708 Phone: (866) 266-6651 Fax: (310) 321-7810 Toll Free: (866) 266-6651 Email: swolf@innovestsystems.com Invesco AIM - Silver Partner Mr. Bruce Simmons Vice President 11 E Greenway Plz Ste 100 Houston, TX 77046-1113 Phone: (512) 347-0757 Fax: (713) 214-1538 Toll Free: (800) 659-1005 x1181 Web site: www.invescoaim.com Email: bruce.simmons@invescoaim.com Invesco Aim Global Cash Management’s long-term tradition of providing high-quality products, a proven management philosophy, advanced credit research, innovative technology and responsive service has paved the way to become one of the premier cash managers in the industry. Committed to the money market fund business since 1980, we have created a comprehensive menu of U.S.-based and global liquidity products. South Texas Money Management, Ltd. - Bronze Partner Ms. Elizabeth C. Hickman Senior Investment Advisor 720 N Post Oak Rd Ste 124 Houston, TX 77024-3813 Phone: (713) 683-3818 Fax: (713) 840-7374 Web site: www.stmmltd.com Email: ehickman@stmmltd.com South Texas Money Management, Ltd. ("STMM") is a registered investment advisory firm based in San Antonio, Texas with additional offices in Houston and Austin. With over $1.6 billion in assets under management as of December 31, 2007, STMM offers investment management services to individuals, trusts, estates, employee benefits plans, institutions, foundations and endowments. STMM was independently certified in June 2007 for fiduciary excellence by Centre for Fiduciary Excellence http://www.cefex.ca/, which was first offered in the U.S. in June 2006. With a strong heritage in the Trust business, STMM is uniquely qualified to partner with your institution to help you to serve your clients. Our highly diversified investment discipline is often appropriate for fiduciary accounts. We have relationships with several banks and trust companies in Texas and manage over $150 million (as of 12/31/2007) on their behalf. Contact Elizabeth Hickman (713-683-3818) or Cardo Kleberg (210-824-8916) for more information. Weller, Anderson, & Co., Ltd. - Bronze Partner Mr. William Weller Vice President 811 Rusk St Ste 1725 Houston, TX 77002-2807 Phone: (713) 222-1901 Fax: (713) 222-1384 Toll Free: (888) 712-6622 Web site: www.thebondhunter.com Email: rweller@thebondhunter.com A Texas-based broker/dealer registered with the SEC and member of NASD engaged in various securities trading and brokerage activities servicing institutional and private clients, with the most sophisticated technology, combined with old-fashioned personal service and experience. After all, our business, like yours, is about the people we serve, our customers. Wright Investors' Service - Silver Partner Mr. Tim Schaller Vice President 12600 N Featherwood Dr Ste 114 Houston, TX 77034-4443 Phone: (713) 594-2747 Fax: (203) 783-4401 Toll Free: (800) 232-0013 Web site: www.wrightinvestors.com Email: tschaller@wisi.com Wright Investors' Service is an independent investment advisor founded in 1960. Wright serves bank trust departments in communities around the nation and our institutional group runs twelve separate and distinct equity, fixed income and balanced portfolio styles. We seek to provide corporate fiduciaries an investment process and approach to risk characterized by high quality portfolio contents, low turnover and risk-controlled portfolio structures supported by a documented process. Wright provides local on the ground client service upon request and centralized, dedicated portfolio administration. Approved recommendations are implemented through the bank's present brokerage relationships, the bank retains asset custody and Wright provides resources for reconciling positions; further, we have developed an interface of automation together with the most popular trust accounting system providers. Through the ability to apply guidelines on portfolio recommendations Wright functions as an outsourced trust investments solution.