Safe Harbor Financial

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Shareholder Service Optimizer is a company based in Jackson, NJ that provides a wide range of services and tools related to shareholder management and corporate governance. Their offerings include compliance and ethics solutions, data management, director education, financial printing, investor relations support, and proxy distribution and vote tabulation services. They also offer services related to employee stock ownership, executive compensation, retirement and stock plan administration, and transfer agent support. With a focus on delivering efficient and effective shareholder services, Shareholder Service Optimizer aims to assist companies in optimizing their shareholder relationships and meeting their corporate governance requirements. The company prides itself on its expertise in areas such as abandoned property management, annual meeting services, and corporate governance consulting. They provide support for various aspects of shareholder management, including document design and delivery, proxy solicitation, and shareholder identification. Shareholder Service Optimizer also offers technology solutions to streamline processes and enhance shareholder engagement. With a commitment to sustainability initiatives and a comprehensive range of services, Shareholder Service Optimizer is dedicated to helping companies navigate the complexities of shareholder management and corporate governance.Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.