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CELEBRATING 200 YEARS OF PRUDENT INVESTING
 

CURRENT PROFESSIONAL ASSOCIATIONS

 

Stock Fund Managers 

                                                                         Targets

         
  Westfield Capital Management Co., LLC Boston Large Cap Growth

20.0%

         
  Wellington Management Co., LLP Boston Large Cap Value

20.0%

         
 

Westwood Management Corp.

Dallas Small & Mid Cap Value

20.0%

         
 

Silchester International Investors

London International Value (Developed & Emerging Markets)

20.0%

         
  State Street Global Advisors Boston International Core (Developed Markets)

12.5%

         
  Dimensional Fund Advisors Advisors Austin International Value (Emerging Markets)     2.5%
         
  Vanguard Valley Forge Real Assets (Energy & Real Estate)

    5.0%

         
         

Income Fund Managers

         
  Standish Mellon, Inc. Boston Investment Grade Bond Fund 90.0%
         
  Standish Mellon, Inc. Boston Absolute Return 10.0%
         

Performance Analyst and Consultant

         
  New England Pension Consultants Cambridge    
         
         

Custody Services

         
  State Street Corporation Quincy    
         
         

Accounting Services

         
  Northeast Retirement Services Woburn    
         
         

Auditor

         
  McGladrey & Pullen Boston    
         
         

Proxy Services

         
  RiskMetrics Group Rockville, MD