THE OPTIMIZER'S ONLINE INDEX of PRODUCTS, SERVICES AND KEY SUPPLIERS… for PUBLICLY TRADED COMPANIES
Please note that the OPTIMIZER does not specifically endorse any of the Service Providers listed here. Each of the products, services and service providers listed in this directory, however, have been personally reviewed by the editor, and deemed by him to be worthy of listing in the OPTIMIZER'S Directory. In addition, the principle officers of each company listed here - and many of the key line-managers as well - are personally known to and respected by the Optimizer's editor. The OPTIMIZER will re-review each provider listed here at least semi-annually, and reserves the right to "de-list" any of the services and/or service providers listed in this directory at any time, and in the editor's sole discretion. Please notice that a 'hot-link' next to each listing will take you directly to the provider's website for more detailed information.
ABANDONED PROPERTY search, reporting and 'cleanup' services
Georgeson www.georgeson.com
The Keane Organization www.KeaneUP.com
Laurel Hill Advisors, LLC www.laurelhilladvisory.com
Milestone Corporate Services www.milestonecs.com
Phoenix Advisory Partners www.phoenixadvisorypartners.com
Unclaimed Property Recovery and Reporting (UPRR) www.uprrinc.com
ADMINISTRATIVE AND MANAGEMENT PLACEMENT SERVICES
Carl Hagberg and Associates www.carlhagberg.com
Milestone Corporate Services www.milestonecs.com
ANNUAL MEETING SERVICES
AST www.amstock.com
Alliance Advisors, LLC www.allianceadvisorsllc.com
Broadridge Financial Solutions www.broadridge.com
BNY Mellon www.bnymellon.com
Computershare www.computershare-na.com/upclose
Continental Stock Transfer & Trust Company www.continentalstock.com
Eagle Rock Proxy Advisors www.eaglerockproxy.com
Ellen Philip Associates www.ellenphilip.com
EZOnlineDocuments www.EZOnlinedocuments.com
First American Stock Transfer www.firstamericanstock.com
Georgeson www.georgeson.com
Carl T. Hagberg and Associates www.carlhagberg.com
D.F. King & Co. www.dfking.com
Laurel Hill Advisors, LLC www.laurelhilladvisory.com
MacKenzie Partners, Inc. www.mackenziepartners.com
Okapi Partners www.okapipartners.com
Phoenix Advisory Partners www.phoenixadvisorypartners.com
Regan & Associates, Inc. www.reganproxy.com
Registrar and Transfer Company www.rtco.com
Rhoda Anderson Associates www.RhodaAnderson.com
Wells Fargo Shareowner Services www.wellsfargoshareownerservices.com
BENCHMARKING PROGRAMS
Group Five www.groupfiveinc.com
Carl T. Hagberg and Associates www.carlhagberg.com
NASPP - the National Assn of Stock Plan Administrator www.naspp.org
The Society of Corporate Secretaries and Governance Professionals (Research library) www.governanceprofessionals.org
BOARDS OF DIRECTORS :Automated Board Materials Preparation, Distribution and Retention Systems:
Directors Desk from NASDAQ OMX www.nasdaqomx.com/corporatesolutions
BOARD and BOARD COMMITTEE SUPPORT SERVICES
CITCO www.citcotrust.com
Directors & Boards Magazine www.directorsandboards.com/
Directors Desk from NASDAQ OMX www.nasdaqomx.com/corporatesolutions
Jane F. Ludlow, CPA jfludlow@hotmail.com
Society of Corporate Secretaries & Governance Professionals (Research Library) www.governanceprofessionals.org
Veaco Group www.veacogroup.com
COMPLIANCE and ETHICS SERVICES
Bridgeway Software www.bridge-way.com
Jane F. Ludlow, CPA jfludlow@hotmail.com
Veaco Group www.veacogroup.com
CORPORATE GOVERNANCE CONSULTING - CRISIS and ISSUE MANAGEMENT
Alliance Advisors, LLC www.allianceadvisorsllc.com
The Capital Markets Board www.capitalmarketsboard.com
Georgeson www.georgeson.com
Innisfree M&A www.innisfreema.com
D.F. King & Co. www.dfking.com
Laurel Hill Advisory Group. LLC www.laurelhilladvisory.com
MacKenzie Partners www.mackenziepartners.com
Milestone Corporate Services www.milestonecs.com
Okapi Partners www.okapipartners.com
Regan & Associates, Inc. www.reganproxy.com
DATA CONVERSION/DATA MANAGEMENT
Ellen Philip Associates www.ellenphilip.com
E-Z Online Documents www.EZOnlinedocuments.com
Scotti Graphics www.scottigraphics.com
DIRECTOR EDUCATION/DIRECTOR EVALUATION PROGRAMS:
Directors & Boards Magazine www.directorsandboards.com/
The Capital Markets Board www.capitalmarketsboard.com
The Society of Corporate Secretaries and Governance Officers (Research Library) www.governanceprofessionals.com
DIVIDEND REINVESTMENT & DIRECT STOCK PURCHASE PLANS
(See Transfer Agents)
E-DELIVERY/ELECTRONIC VOTING and ENROLLMENT SERVICES
Broadridge Financial Solutions www.broadridge.com
Ellen Philip Associates www.ellenphilip.org
E-ZOnline Documents www.EZOnlinedocuments.com
Transfer Agents - click here for a list
EMPLOYEE STOCK OWNERSHIP PLAN RECORDKEEPING SERVICES
Computershare Plan Managers www.computershare.com
Ellen Philip Associates www.ellenphilip.com
Transfer Agents - click here for a list
EXECUTIVE and MIDDLE-MANAGEMENT SEARCH; TEMPORARY HELP
Carl T. Hagberg and Associates www.carlhagberg.com
Personnel Touch Resources www.PTResources295@aol.com
The Fountain House Transitional Employment Program…see http://www.optimizeronline.com/files/FountainHouse.pdf
FINANCIAL PRINTING
Commerce Financial Printers www.cfpprint.com
Fitch Group www.fitchgroup.com
Scotti Graphics www.scottigraphics.com
FOREIGN SUBSIDIARY MANAGEMENT
Citco, NV www.citcotrust.com
INDEPENDENT INSPECTORS OF ELECTION
Carl T. Hagberg and Associates http://www.optimizeronline.com/files/IOE.pdf
INTERNET SUPPORT SERVICES
E Z Online Documents www.EZOnlinedocuments.com
Ellen Philip Associates www.ellenphilip.com
Transfer Agents - click here for a list
MAILING SPECIALISTS
Broadridge Financial Solutions www.broadridge.com
Commerce Financial Printers www.cfpprint.com
Ellen Philip Associates www.ellenphilip.com
Fitch Group www.fitchgroup.com
Scotti Graphics www.scottigraphics.com
MEMBERSHIP ORGANIZATIONS (Please note that the OPTIMIZER does, very heartily, endorse both of these organizations)
The Shareholder Services Association (SSA) www.shareholderservices.org
The Society of Corporate Secretaries and Governance Professionals www.governanceprofessionals.org
NOTICE AND ACCESS SUPPORT SERVICES
Alliance Advisors LLC www.allianceadvisorsllc.com
Rhoda Anderson Associates www.RhodaAnderson.com
Broadridge Financial Solutions www.broadridge.com
Ellen Philip Associates www.ellenphilip.com
EZOnline Documents www.EZOnlinedocuments.com
Fitch Group www.fitchgroup.com
Scotti Graphics www.scotttigraphics.com
Transfer Agents - click here for a list
ODD-LOT BUYBACK/ROUND-UP PROGRAMS
Alliance Advisors, LLC www.allianceadvisorsllc.com
Georgeson www.georgeson.com
D.F. King www.dfking.com
Laurel Hill Advisory Group, LLC www.laurelhilladvisory.com
ShareGift USA www.sharegiftusa.org
PROXY SOLICITORS
Alliance Advisors, LLC www.allianceadvisorsllc.com
The Altman Group www.altmangroup.com
BNY- Mellon www.bnymellon.com/shareownerservices
D.F. King & Co. www.dfking.com
Eagle Rock Proxy Advisors www.eaglerockproxy.com
Georgeson www.georgeson.com
Innisfree M&A www.innisfreema.com
Laurel Hill Advisory Group, LLC www.laurelhilladvisory.com
MacKenzie Partners, Inc. www.mackenziepartners.com
Okapi Partners www.okapipartners.com
Phoenix Advisory Proxy Partners www.phoenixadvisorypartners.com
Regan & Associates, Inc. www.reganproxy.com
PUBLICATIONS
A Practical Guide for the Transfer of U.S. Equity Securities, by Salli Marinov, President, First American Stock Transfer www.firstamericanstock.com
Directors & Boards Magazine www.directorsandboards.com/
The Shareholder Service OPTIMIZER, published quarterly www.optimizeronline.com (see sample articles/sample issues elsewhere on this website)
Society of Corporate Secretaries and Governance Professionals ("Alerts", monographs, surveys, etc.) www.governanceprofessionals.org
"REORG" SERVICES
(click Transfer Agents for processing services and Proxy Solicitors for Information Agency Services)
SHAREHOLDER IDENTIFICATION/STOCKWATCH PROGRAMS
Laurel Hill Advisory Group, LLC www.laurelhilladvisory.com
SHAREHOLDER SATISFACTION SURVEYS
Carl T. Hagberg and Associates www.carlhagberg.com
Group Five www.groupfive.com
STOCK OPTION AND RESTRICTED SHARE MANAGEMENT SERVICES
Computershare Plan Managers www.computershare.com
Transfer Agents - click here for a list
SUBSIDIARY MANAGEMENT SYSTEMS
Bridgeway Software www.bridge-way.com
Citco, NV www.citcotrust.com
TEMPORARY HELP
Carl T. Hagberg and Associates www.carlhagberg.com
Personnel Touch Resources www.PTResources295@aol.com
The Fountain House Transitional Employment Program …please see http://www.optimizeronline.com/files/FountainHouse.pdf for more information
TRANSFER AGENTS
AST www.amstock.com
BNY-Mellon www.bnymellon.com/shareownerservices
Computershare www.computershare-na.com/upclose
Continental Stock Transfer and Trust Company www.continentalstock.com
First American Stock Transfer, Inc. www.firstamericanstock.com
Registrar and Transfer Company www.rtco.com
Wells Fargo Shareowner Services www.wellsfargo.com
VENDOR EVALUATION
Carl T. Hagberg and Associates www.carlhagberg.com
Group Five info@groupfiveinc.com
ZERO-BASED BUDGET PLANNING