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CURRENT
PROFESSIONAL
ASSOCIATIONS |
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Stock Fund Managers |
|
Targets |
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Dodge & Cox |
San Francisco, CA |
U.S. Large Cap Value |
33.0% |
| |
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Westfield Capital
Management |
Boston,
MA
|
U.S. Large Cap
Growth |
17.0% |
| |
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John W. Bristol & Company |
Boston,
MA
|
U.S. Large
Cap Core |
16.0% |
| |
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Silchester International |
London |
International Value
|
20.0% |
| |
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The Vanguard Group |
Malvern, PA |
U.S.
Small & Mid Cap |
9.0% |
| |
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Hardman
Johnston |
Stamford, CT |
International Growth |
2.0% |
| |
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Avantis
Investors |
Kansas City, MO |
International Small Cap Value
|
3.0% |
|
|
|
Income Fund Managers |
|
Targets |
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|
| |
Income Research & Mgmt. |
Boston |
Core
Bond |
45.0% |
| |
|
|
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|
| |
Income Research & Mgmt. |
Boston |
Intermediate Core Bond |
14.0% |
| |
|
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Loomis Sayles |
Boston |
Core
Bond Plus |
39.0% |
| |
|
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The Vanguard
Group |
Malvern, PA |
High
Yield Corporate |
1.0% |
| |
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Brandywine Global |
Philadelphia, PA |
High
Yield Corporate |
1.0% |
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Diocesan Fossil Fuel Free Fund
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Aperio Group |
Sausalito, CA |
85%
Russell 3000/15% EAFE |
100% |
| |
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Performance Analyst and Consultant |
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Prime, Buchholz &
Associates |
Portsmouth, NH |
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Custody Services |
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Wilmington Trust |
Andover, MA |
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Accounting Services |
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Northeast Retirement Services |
Woburn, MA |
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Auditor |
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PKF O' Connor Davies, LLP |
New York, NY |
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Proxy
Services |
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Institutional Shareholder Services |
Rockville, MD |
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