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Service Providers

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  • AndCo Consulting
  • Investment Manager
  • AndCo Consulting (formerly: The Bogdahn Group) is an independent, SEC registered institutional investment consulting firm. We serve as a fiduciary to each of our clients, without exception or caveat, while assisting and guiding them in making important investment and plan design decisions.

    Our Mission: To represent the sole interest of our clients by redefining independence.

    Our Vision: To be a transformational organization viewed as the leader in our industry.
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  • ASB Real Estate Investments
  • Real Estate Investment
  • ASB Real Estate Investments (ASB), a division of ASB Capital Management, LLC, is a leading U.S. real estate advisor, managing $7.3 billion* in gross assets under management for over 360 institutional clients. Headquartered in Washington DC and operating since 1984, ASB employs a highly disciplined tenant-centric strategy focused on managing assets in major U.S. urban markets, concentrating in office, multifamily, retail and industrial properties. A veteran portfolio team manages the ASB Allegiance Real Estate Fund, a core open-end fund; the ASB Meridian Real Estate Funds, a series of value creation vehicles; and a development separate account. The company’s investment approach is based on a deep understanding of local markets and tenant trends, a focus on building property cash flows, and careful use of leverage. ASB also undertakes development and redevelopment projects as targeted components of its investment strategy. For more information about the company, visit http://www.asbrealestate.com/.
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  • Barings LLC
  • Barings is a $288 billion* global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative solutions and exceptional service.

    Barings Real Estate Advisers is part of Barings LLC, one of the world's largest diversified real estate investment managers with assets managed or serviced in North America, Europe and Asia Pacific. Barings Real Estate Advisers offers institutional and other qualified investors a diverse range of opportunities across the four quadrants in both public and private real estate equity and debt markets. Our expertise extends to all major property sectors including office, multifamily, retail, industrial, hotels, student housing, storage, assisted living and parking and ranges from stable property investments to value add and development.
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  • BTIG
  • Transition Manager
  • BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. Located throughout the U.S., and in Europe, Asia and Australia, our professionals leverage their expertise to service clients at every stage of the investment lifecycle. Fueled by our passion to help maximize results for our institutional and corporate clients, BTIG offers personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

    Transition Management
    Bridging the Gap to the Target Portfolio

    BTIG Transition Management is dedicated to providing global multi-asset class transition solutions for asset-owners undergoing portfolio realignments, asset allocation adjustments or changes to their investment manager lineup. Our mission is to help asset owner clients protect the value of their assets from unnecessary transaction costs and unintended risk exposures and upholds the integrity of overall fund performance throughout the duration of their transitions. Leveraging proprietary order routing, index rebalancing technology and BTIG’s natural liquidity, our team maintains transition order flow anonymity and provides clients with a cost-effective and seamless end-to-end transition management solution.
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  • Capital Institutional Services
  • Recapture Agent
  • Headquartered in Dallas, Texas, Capital Institutional Services is an institutional brokerage firm, which has provided professional, agency trading for plan sponsors and their managers since 1977.

    We have made it our goal to assist plan sponsors in meeting their fiduciary responsibility of managing fund expenses. CAPIS allows plan sponsors, such as the Sunrise Police Officers’ Retirement System to lower their transaction costs through our commission recapture, discount brokerage and transition management programs. To facilitate this endeavor, the firm provides trading in domestic listed, Nasdaq, fixed income, as well as international equities to hundreds of clients throughout the world.

    The firm is a member of the New York Stock Exchange, the American Stock Exchange, and the National Association of Securities Dealers and maintains offices in Dallas, New York, and London.

    Visit us at http://www.capis.com.
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  • Ceredex Value Advisors
  • Ceredex Value Advisors, located in Orlando, Florida, is an independently managed subsidiary of RidgeWorth Capital Management, Inc. Prior to 2008, Ceredex Value Advisors was known as the Value Equity division of Trusco Capital Management, Inc., which became RidgeWorth in 2008. Ceredex manages individual accounts and sub-advises mutual funds.

    Ceredex strives to deliver superior investment performance by combining a well-crafted, methodical stock selection process with the dexterity to adapt to changing market conditions. Our proven ability to identify catalysts for appreciation in undervalued, dividend-paying stocks, coupled with our strict enforcement of our investment guidelines, have enabled us to construct value-oriented portfolios that help our clients achieve their goals.

    www.ceredexvalue.com

    © 2011 Ceredex Value Advisors LLC. Ceredex Value Advisors is a registered investment adviser with the SEC, a member of the RidgeWorth Capital Management, Inc. network of investment firms (www.ridgeworth.com). Ceredex Value Advisors and its employees do not provide tax or legal advice.
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  • ConvergEx
  • Recapture Agent
  • OVERVIEW
    Convergex provides global solutions considered to be among the best in the business—including our commission recapture programs. As one of the pioneers in commission recapture, we are a global leader with a long history of providing value-added execution services to institutional investors.

    RECAPTURE WITH CONVERGEX
      º Commission recapture was originated by a Convergex predecessor in 1986.
      º Client funds include annuities, pension plans, endowments, mutual funds, etc.
      º Customers are supported by an assigned client service representative, a sales person, direct access over the web to their records through our own proprietary accounting system specifically designed for commission recapture.

    Commission recapture is widely recognized as a highly effective way to help control transaction costs. As the U.S. Department of Labor noted in a 1997 report on commission recapture and pension funds, a properly structured commission recapture program can assist investment managers (and) reduce plan costs.

    With a Convergex commission recapture program, a significant portion of commission dollars is returned to your fund, directly benefiting its participants. Our commission recapture programs are easy to start and maintain. They give your investment managers maximum flexibility, are backed by a superb execution environment, are designed to conform to legal and regulatory requirements and are capable of delivering measurable savings for your fund.

    GLOBAL LIQUIDITY
    As a recapture provider, Convergex has always been a leader in finding ways to support our customers' recapture efforts. We were one of the first to expand recapture programs to include international equities. Today we continue to expand recapture opportunities for our customers by providing recapture through electronic execution which includes direct market access and program trading.

    We do not engage in "at risk" proprietary trading or market making. Our mission is to provide our customers with market efficiency and best execution. We aim to improve customers' execution performance by leveraging our global liquidity and lowering their transaction costs, so they have the opportunity to obtain the best execution.

    Our customers also have the option of executing through our Global Trading Network which provides access to over twenty brokers worldwide.
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  • Donaldson & Co. Incorporated
  • Recapture Agent
  • Donaldson & Co., Incorporated (DCI), an Institutional Brokerage Firm, administers a Commission Recapture Program for the City of Sunrise Police Retirement Plan. Our Atlanta, Georgia based firm was founded in 1984 and was identified by INC. Magazine as one of the fastest growing privately owned companies in the United States.

    Pensions, foundations and endowments have begun looking for ways to reduce trading costs. A growing number of these institutional funds have implemented cost-containment strategies such as Commission Recapture Programs. In fact, recent research indicates that more than half of institutions already direct their brokerage transactions.

    Brokerage commissions, an asset of the pension plan, are directed through a program such as ours to secure the lowest possible commission rates while insuring fast and accurate execution for the directed managers. These funds can be used to offset plan expenses such as training or education, or simply to reduce the transaction costs of the plan.

    Among the advantages we offer over other brokerage firms are Independence, Specialization and Dedication. Our steady growth for the past eighteen years attests to our continued commitment to excellence.

    Please visit our website at www.dciatlanta.com to learn more about Donaldson & Co., Incorporated.

    Contact information:

    Donaldson & Co., Incorporated

    2859 Paces Ferry Road, Suite 2125

    Atlanta, Georgia 30339

    Phone: (800) 438-4284

    Fax: (770) 333-9050

    Joanne Mascellino, President

    Jennifer Hamilton, Client Service/Marketing Manager.
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  • Fiduciary Trust International
  • Fiduciary Trust was founded in 1931 to provide trust, investment management and custodial services to both individual and institutional clients. We serve as investment manager for approximately 45 billion in assets and as custodian for over 60 billion. Now serving over 45 police and fire pension funds throughout Florida. Fiduciary Trust provides state-of-the-art multi-currency accounting services incorporating a personalized approach. We offer our clients customized reporting, recordkeeping services, on-line access, and distributions either by check or ACH transfer.

    For further information contact:
      Fiduciary Trust International of the South
      2 Alhambra Plaza, Penthouse #1
      Coral Gables, Florida 33134
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  • Gabriel, Roeder, Smith & Company
  • Actuary
  • Gabriel, Roeder, Smith & Company (GRS) is a leading provider of actuarial and benefits consulting services that focuses on serving the public sector. GRS provides pension, OPEB, health & welfare, and benefit technology services. GRS has served the public sector for over 70 years. Our client base includes more than 800 public sector agencies. GRS' Ft. Lauderdale office serves over 200 clients. The company is headquartered in Southfield, Michigan and has offices in Colorado, Florida, Illinois, and Texas. GRS has an exceptional reputation for quality work and commitment to the public sector community. A trusted partner to its clients, GRS brings innovative, practical solutions to the challenges faced by benefit plans and plan sponsors.
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  • Garcia, Hamilton & Associates
  • Investment Manager
  • Founded in 1988, Garcia Hamilton & Associates (GH&A) offers fixed income strategies for institutional investors. We manage only investment quality fixed income across the yield curve using no derivatives or leverage. Our diversified client base includes public funds, jointly trusteed plans, endowments and corporations. The firm is 100% employee-owned, with approximately 91% held by minority and women partners and is certified as a MBE firm. GH&A was named Intermediate-Term Fixed Income Manager of the Year by Institutional Investor in 2016 and 2015, Fixed Income Investment Grade Manager of the Year by Institutional Investor in 2014, and Core Fixed Income Manager of the Year by Emerging Manager Monthly in 2010.

    GH&A employs a top-down approach in its fixed income portfolio construction. A broad fundamental analysis of duration, yield curve, and sectors results in a defined set of parameters for the individual issues that fit the portfolio. The portfolios are dominated by treasuries, agencies and agency guaranteed mortgage pass-through securities. As an internal rule, all corporate bonds must be rated a minimum of single or better. The high quality bias of the issues utilized reduces credit risk while ensuring ample liquidity. In addition, GH&A does not invest in non-dollar bonds, Yankees, high yield securities, zero coupon bonds, nor derivatives in its strategies. Likewise, the strategy does not utilize any leverage.
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  • Janna Hamilton

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  • J.P. Morgan
  • J.P. Morgan Global Institutional Asset Management is a global leader in investment management, dedicated to creating a strategic advantage for institutions by connecting clients with J.P. Morgan investment professionals globally. The firm seeks to deliver first-class investment results to some of the world's most sophisticated organizations, including corporate pension plans, endowments, foundations, insurance companies, sovereign wealth funds and government-affiliated institutions.

    J.P. Morgan Global Institutional is distinguished by its capital markets knowledge, global investment expertise and the long-term, proactive partnerships it establishes with clients. Our investment strategies span equity, fixed income, real estate, private equity, hedge funds, infrastructure and asset allocation.
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  • Mutual of America Capital Management Corporation
  • Mid-Cap Index Manager
  • Mid-Cap Index ManagerMutual of America Capital Management Corporation is an indirect wholly owned subsidiary of Mutual of America Life Insurance Company. Since 1945, Mutual of America has been providing retirement and investment services to various institutions and their employees. In 1993, Mutual of America Capital Management was established to offer quality investment advisory services directly to institutions.

    Capital Management is a growing investment organization with $9.76 billion assets under management as of December 31, 2009.

    The foundation of our investment philosophy is that security selection, combined with disciplined investment processes and an active approach to risk management are critical to generating consistent performance results.

    Our strategies combine time-tested fundamental analysis with proprietary quantitative models, which are consistently applied across all investment strategies.

    We believe in focusing our efforts on long only domestic fixed income and domestic equity and will not attempt to be all things to all people.

    Our success is driven by offering outstanding investment strategies produced by a stable, well-financed, well-led and motivated investment organization.

    For more information, visit us at: www.capitalmanagementcorp.com.
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  • Polen Capital
  • Large Cap Growth Active Manager
  • Polen Capital is a global, independently-owned equity boutique serving institutional investors, financial professionals and high net worth individuals with a focus on long-term growth and superior service. At Polen Capital, we believe earnings growth is the primary driver of long-term stock appreciation. We strive to identify the highest quality companies, holding them for the long-term and letting the businesses do what they do best - work to achieve sustainable above-average growth.

    Our strategies utilize an innovative bottom-up, concentrated approach to growth stock investing, led by experienced teams of investment professionals. Our Investment Process is active, disciplined, time-tested, and repeatable.
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  • RhumbLine Advisers
  • Founded in 1990, RhumbLine Advisers is a Boston based investment firm specializing in managing index based strategies for institutional investors. Our strategies include pure index tracking as well as customization to meet client needs. As of 03/31/2015, RhumbLine manages over $35BB in equity and fixed income assets for over 170 clients.
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  • Rice Pugatch Robinson Storfer & Cohen PLLC
  • Attorney
  • Rice Pugatch Robinson Storfer & Cohen PLLC. is a South Florida based law firm well respected for its sophisticated business practice and offers practical litigation and transactional solutions to the complicated legal problems encountered in today's marketplace. The firm’s labor and employment group is lead by Ronald Cohen. This well respected team handles a variety of labor and employment matters, including unfair labor practices, arbitrations, wage and hour cases, discrimination cases, and commercial litigation in both State and Federal Courts, both at the trial and appellate level. The attorneys in this section are well known for their work on behalf of public safety officers and have an extensive practice in public pension law, representing numerous public pension funds throughout the State of Florida.
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  • Saltmarsh, Cleaveland & Gund
  • Saltmarsh is one of the largest locally-owned CPA and business advisory firms in the Southeast, serving clients throughout the United States and worldwide from offices across Florida and in Nashville, Tennessee. The firm offers a full range of professional services, including specialized consulting services for many industries and high net worth individuals with investment management affiliate, Saltmarsh Financial Advisors, LLC. We serve over thirty governmental pension plans (police, fire, and general employee) throughout the State of Florida. Saltmarsh has been recognized as one of the Top 200 Firms in the United States by INSIDE Public Accounting and a Regional Leader by Accounting Today.
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  • Vanguard
  • Investment Manager
  • Vanguard clients are served by the most exceptional people in the investment industry. Our employees, known internally as crew members, provide loyalty-inspiring service and low-cost investment products to millions of clients around the globe. Their passion and commitment ensure that we continually improve our quality and cost-efficiency.

    Visit us at https://investor.vanguard.com.
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