Walnut Street Capital Management LLC

A global value investment firm serving We have one of the longest global and international track records of any firm presently in operation and continuously managed by the same individuals.

State Street, with more than $1 trillion in assets under management, is one of the world's leading providers of financial services to institutional investors. Its services span the entire investment spectrum, including research, investment management, trading services and investment servicing. The company offers an array of customized investment solutions to asset managers, pension funds, hedge funds, insurance companies, collective funds, mutual funds and nonprofit organizations. It offers fund accounting, fund administration, custody, securities lending, investment manager operations outsourcing, record keeping, performance and analytics. Ronald E. Logue has been the chief executive officer of State Street for more than two years. He has been with the banking firm for over 16 years. Logue earned a BS, and a MBA from Boston College. State Street has headquarters in Boston and operates in 26 countries and more than 100 geographic markets throughout the world. The company s shares are traded on the New York Stock Exchange under the symbol STT.

SK Wealth Management is an independent wealth management firm based in Providence, RI, offering comprehensive financial planning and investment management services. With a focus on living with intention, they believe in making financial decisions that align with clients' goals and values, both today and in the future. As a fee-only advisor, they provide transparent and unbiased advice, free from hidden commissions or incentives. With a team of credentialed professionals, SK Wealth partners with clients to create personalized financial plans that balance risk and possibility, integrating technical and strategic concerns. Additionally, SK Wealth specializes in corporate retirement planning, helping businesses support their employees and build a positive company culture. Their Retirement Guidepath process offers plan design, ongoing administration, and advice to ensure employees have access to a well-supported retirement plan. In the realm of investment management, SK Wealth emphasizes investing for impact, considering the long-term effects of money on family life and integrating investments with a social conscious. Their Chief Investment Officer, with nearly 25 years of experience, oversees all portfolio management, providing expertise on various investment security types. Generated from the website