Todd Asset Management LLC

Established in 1925, Monroe Shine & Co. is one of the largest public accounting firms in Southern Indiana and Central Kentucky. It provides financial reporting, tax compliance and planning services. The company also deals in internal control reviews, LIFO elections and computations, cost segregation studies and inventory management. It serves various industries, such as financial institutions, manufacturing, professional service firms and dealerships, among others. Monroe Shine & Co. is a member of CPAmerica International, an international network of high-quality CPA and business consulting firms. It also has affiliations with other national and local organizations, such as American Institute of Certified Public Accountants (AICPA), Kentucky Society of Certified Public Accountants (KSCPA), Indiana CPA Society (INCPAS), Southern Indiana Chamber of Commerce and many more.

ACCESS WEALTH MANAGEMENT ACCESS Wealth Management is a financial services firm specializing in high net worth clients, many of whom have achieved the highest accomplishments in the sports, entertainment and business worlds. They include champions of NASCAR, the Super Bowl, NFL Pro Bowl, NBA and NCAA basketball, multi-platinum recording artists, top-tier executives with major corporations, an Ernst & Young Entrepreneur of the Year, and the CEO of the largest energy brokerage company in the world. Investment products & services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Wells Fargo Advisors is the trade name used by two separate registered broker-dealers; Wells Fargo Advisors, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. ACCESS Wealth Management is a separate entity from WFAFN. 11/09. We are currently licensed to provide securities-related services to residents of (AZ, CA, FL, GA, IL, IN, KY, MD, MI, MO, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide securities-related services in other states as needed. We are currently licensed to provide insurance-related services to residents of (AZ, CA, FL, GA, IN, KY, MD, MI, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide insurance-related services in other states as needed.