Custodians

  • Charles Schwab
  • Comerica
  • JP Morgan
  • Northern Trust
  • PNC
  • Wells Fargo

Manager Research

  • Informa¬†Zephyr
  • Morningstar
  • PSN Analytics
  • Schwab Manager Research Group

Market Research

  • Charles Schwab
  • Credit Swiss
  • Factset
  • JP Morgan
  • Ned Davis
  • Reuters
  • S&P

Performance Measurement

  • Black Diamond / Advent
  • Informa / Zephyr
  • MSCI / Investor Force

Professional Organizations

  • Investment Management Consultant Association (IMCA)
  • Profit Sharing Council of America (PSCA)
  • Municipal Association of Public Employee Retirement Systems (MAPERS)
  • Council of Endowments and Foundations
  • Office of Family Foundations