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Mission
Statement
Since
our inception in 1974, we have clearly understood that the quality
of our service would be measured by its accuracy, economic value,
and responsiveness. Each client has unique needs and expectations.
We resolved that in order to satisfy these requirements:
We
would conceive and implement an environment open in architecture
and totally comprehensive in its ability to offer flexible response
in a dynamically changing world.
We
would provide whatever reports were required for any activity that
could legally occur within pension portfolios.
We
would support new legislation, new security types, and all income,
entitlements and corporate actions.
We
would offer all of this as part of our basic service, on a timely
basis, and without additional charge to our clients.
We
would remain independent of brokers, banks and money managers to
avoid even the appearance of conflict of interest in the delivery
of our audit and accounting services.
This
is the promise we made in 1974, and continue to make today.
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