Our dedicated transfer agent and shareholder servicing teams employ leading-edge technology, a comprehensive offering of supplemental services, and a flexible, open architecture format to provide seamless management of investor relations and communications. Our clients see us as an extension of their business, representing them when dealing with their shareholders.
We hire only seasoned professionals, and our experience and attention to detailed operational procedures and controls consistently result in clean annual SOC1 audits. Our fund-specific shareholder services teams ensure consistency and promote investor familiarity. Thanks to our low turnover, shareholders speak with the same group of representatives, time after time.
Contact us to learn more about our personalized approach to shareholder services.