CURRENT PROFESSIONAL ASSOCIATIONS
Stock Fund Managers
Dodge & Cox
Westfield Capital Management
John W. Bristol & Company
The Vanguard Group
Avantis Investors
MFS Investment Management
Income Fund Managers
Income Research & Mgmt.
Loomis Sayles
BrandywineGLOBAL
Aperio Group
Prime, Buchholz & Associates
Northeast Retirement Services
San Francisco, CA
Boston, MA
Boston, MA
Malvern, PA
Kansas City, MO
Boston, MA
Boston, MA
Boston, MA
Philadelphia, PA
Sausalito, CA
Performance Analyst and Consultant
PKF O’Connor Davies, LLP
Portsmouth, NH
Custody Services
M&T Bank/Wilmington Trust
Andover, MA
Accounting Services
Woburn, MA
Auditor
Institutional Shareholder Services
New York, NY
Proxy Services
Rockville, MD
U.S. Large Cap Value
U.S. Large Cap Growth
U.S. Large Cap Core
U.S. Small & Mid Cap / Interntional Value
International Small Cap Value
International Value
Core Bond
Core Bond Plus
High Yield Corporate
85% Russell 3000/15% EAFE
Targets
21.0%
24.0%
18.0%
17.0%
8.0%
12.0%
48.0%
48.0%
4.0%
100%