Transfer Agent Services

Annual Meeting and Proxy Services

We provide mailing services for Annual and Special meetings, proxy tabulation, and certification. Our conference room is available for our client’s to hold their meetings. Also, our staff is available to travel to your annual meeting and assist with proxy tabulation at the meeting.



CUSIP Services

We can assist you with a CUSIP number whether you are a new issue or processing a corporate action.


Dividend Disbursement

We provide stock or cash dividend services including preparing and filing Form 1099-Divs.


Escheatment Services

We provide shareholder searches and escheatment services for lost shareholders.

Escrow Services

We provide escrow services for our corporate clients as well as escrows between shareholders..