Operating Engineers Trust Fund is an insurance company based out of Po Box 2181, Carlsbad, California, United States.

The Government Employees'​ Benefit Association (GEBA) is a non-profit voluntary employee benefit association. Our goal is to offer high quality insurance products at great prices and financial advice that has the member's best interest in mind. We offer a wide variety of insurance and investment products from financially strong and highly reputable companies. Our licensed Financial Advisors are also Chartered Federal Employee Benefit Consultants. They integrate product expertise with a thorough understanding of federal benefit programs, offering our members a level of expertise that sets GEBA apart. GEBA was started in 1957 by NSA employees to offer access to group insurance plans to NSA employees. Membership now spans to civilian employees and retirees of the U.S. Intelligence Community, the Department of Defense, the Department of State, and military and contractors assigned to NSA-W. Securities are offered through Cape Securities, Inc. Member FINRA, SIPC. Investment Advisory Services are offered through Cape Investment Advisors, Inc. GEBA Financial Advisors are Registered Representatives of Cape Securities, Inc.

Adams Funds is composed of two of the country’s oldest closed-end equity funds - Adams Diversified Equity Fund, Inc. (NYSE:ADX) and Adams Natural Resources Fund, Inc. (NYSE:PEO). As closed-end funds, shares of each Fund’s common stock are listed and trade on the New York Stock Exchange. For over 85 years, both Funds have been internally managed and have generated capital growth and income through portfolio performance, dividends, and distributions. The Funds are managed by an experienced team employing a disciplined approach to identify investment opportunities and carefully manage risk. Our Funds have paid dividends for over 80 years and are committed to an annual distribution rate of at least 6%.

Mission of the North Carolina Medical Society To provide leadership in medicine by uniting, serving, and representing physicians and their health care teams to enhance the health of North Carolinians.

Trust Company of the South is a North Carolina independent trust company providing premier investment managment, wealth planning, and fiduciary services to maximize wealth for high-net-worth individuals and institutions. How we are different: We are a privately-owned firm, with a majority of the firm owned by employees. This enables us to take a long view in how we manage the firm, rather than the quarter-to-quarter approach of large, publicly-traded Wall Street firms. As the financial crises of 2008 showed, the interests of large Wall Street firms are often at odds with those of their clients. We serve all our clients in a fiduciary capacity. We always have and always will put the interest of our clients ahead of our own. We will always operate in a fully transparent manner, disclosing all fees. Unlike the brokerage firm structure, we work for you, our client, and we are only compensated by you. We receive no fee or commission from any providers or funds we may recommend. A sound financial plan is the foundation of a successful and secure financial future. Wealth management is far more involved than merely managing money. Our combined talents and expertise enable us to provide comprehensive, holistic and objective counsel and guidance to the multitude of issues that surround building and monitoring a financial plan that will change as your life changes. We view our clients as partners and as such, look for relationships that will be mutually rewarding and long-term. Our clients tend to be interesting, successful people who would rather pursue their passions and leave the details and heavy-lifting of managing their wealth in more capable hands.

An organization dedicated to providing claims processing services to asbestos personal injury trusts. By combining industry-leading information technology, asbestos medical training and an experienced staff, CRMC became a leader in providing a wide range of trust services, including: Claims Processing (our core service), Alternative Dispute Resolution and Financial Reporting. To support our core services, we have refined our infrastructure and technology to process claims for multiple trusts in a single environment.

The National Railroad Retirement Investment Trust was established pursuant to Section 105 of the Railroad Retirement and Survivor's Improvement Act of 2001 that was signed into law on December 21, 2001. The sole purpose of the Trust is to manage and invest Railroad Retirement assets. The Act authorizes the Trust to invest the assets of the Railroad Retirement Account in a diversified investment portfolio in the same manner as those of private sector retirement plans.

With over 10,000 members and 100 years of history, the Casualty Actuarial Society is a leading international organization for credentialing and professional education and the world’s only actuarial organization focused exclusively on property and casualty risks. CAS credentials demonstrate the expertise to identify, analyze and advise on the potential financial impact of risk and uncertainty. Professionals educated by the Casualty Actuarial Society empower business and government to make well-informed strategic, financial and operational decisions.

Observatory Group is an economic and political advisory firm that predicts monetary, fiscal and legislative policy, as well as other political and economic events of macroeconomic relevance. Observatory Group’s analysis is designed to help buy-side investors stay ahead of the curve in understanding policy developments that could impact their investments. Observatory Group covers the major policy institutions that are relevant to monetary and fiscal policy in the G3, China, India, and other geographies on an opportunistic basis. Offices: New York Washington, DC Delhi Tokyo Bilbao Beijing Our History: Observatory Group was founded in 2007 by John Chamberlin, Jane Hartley, Mary Rosenbaum and Jin Saito, who had all previously worked together at the G7 Group, a macro-economic research firm. Alan Blinder and Anita Volz Wien, who were partners at the G7 Group, joined Observatory Group as Vice Chairmen. In 2014, Jane Hartley became the United States Ambassador to France. John Chamberlin now runs the business from the New York office, along with Anita Volz Wien, who in 2014 was elevated to Chairman. Mary Rosenbaum and Jin Saito manage the firm’s research from the Washington, DC office. Observatory Group initially covered the G3 (US, Eurozone, Japan) plus China. In early 2015, the firm added India to its geographic coverage area, and hired Surjit Bhalla, based in Delhi, who now covers India.

Dynex is a financial services company committed to ethical stewardship of stakeholders' capital, expert risk management, disciplined capital allocation, and social responsibility. We generate dividend income and long-term total returns through the financing of real estate assets, and by doing so, support the growth and revitalization of communities in the United States. Our goal is to manage our capital to provide shareholders with attractive and consistent risk-adjusted returns over the long term.

National Trust Community Investment Corporation (NTCIC), an affiliate of the National Trust for Historic Preservation, is among the most active tax credit syndicators in America. The organization supports the country's architectural heritage, community development, and renewable energy initiatives through the syndication and investment in Federal and State Historic Preservation, Low-Income Housing, Renewable Energy, and New Markets Tax Credits. Since its inception in 2000, NTCIC has raised nearly $2 billion in capital for tax credit investments for over 200 transactions supporting over $7 billion in total development costs. NTCIC is the historic tax credit industry's leading advocate for improving and expanding the use of federal and state HTCs, having organized the Historic Tax Credit Coalition since 2009.

Falfurrias Management Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses. The firm was founded in 2006 by Hugh McColl, Jr., the former Chairman and CEO of Bank of America, and Marc Oken, the former CFO of Bank of America.