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Wright Investors¡¦ Service Selects Forum Financial Group to Provide Transfer Agency Service
Forum Financial Group of Portland, Maine has been selected to provide transfer agency and shareholder services for Wright Investors' Service mutual funds.
Forum Financial Group, a leading global service provider to the investment fund industry headquartered in Portland, Maine, announced today that Wright Investors¡¦ Service of Milford, Connecticut, has recently signed a contract to use Forum¡¦s Transfer Agency to service Wright¡¦s 4,500 shareholders.
Lisa Weymouth, Forum¡¦s Director, Transfer Agency and Fund Administration, comments, ¡§Forum is pleased to be recognized by Wright Investors¡¦ as a strong provider uniquely qualified to provide their diversified service needs. In our bid for selection, Forum attracted Wright¡¦s attention by offering a broad range of services, as we appreciate the complexity of Wright¡¦s requirements.
June 17th is the date slated for conversion for Wright¡¦s mutual funds to Forum¡¦s transfer agency from the current service provider. The funds include equity, balanced, fixed income and money market vehicles and one socially responsible investment fund. Wright¡¦s funds include multi-class, master-feeder, and fund-of-funds structures.
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About Forum Financial Group
Forum Financial Group is a leading service provider to the global mutual fund, hedge fund and offshore fund industries. From its operation centers in the United States, Poland and Bermuda, Forum provides comprehensive administration, distribution, fund and partnership accounting, transfer agency, shareholder services and custody for all types of pooled investment vehicles. Forum's domestic operations are headquartered in Portland, Maine, where Forum services over $121 billion in fund assets. For more information, visit www.forum-financial.com.
About Wright Investors¡¦ Service
Wright Investors¡¦ Service is an independent international investment management and advisory firm with close to 40 years of experience. Wright manages assets for bank trust departments, corporations, unions, municipalities, institutions, professional associations, fiduciary organizations, family trusts and individuals as well as mutual funds.
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