| Hi Kellee, | |||||||||||||||
| I am checking in to see if the Trustees approved the Mercer SOW for the balance of the year at the last meeting, and if so, do you have a signed copy you can send to me for our records? | |||||||||||||||
| Thanks, | |||||||||||||||
| Sean | |||||||||||||||
| Sean White, Principal | |||||||||||||||
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| The above named person is currently an employee of an affiliate of Mercer Investment Consulting LLC, Mercer Investment Management, Inc., and MMC Securities LLC, each an SEC registered investment adviser (collectively, “Mercer Investments”), and is authorized to provide client referrals to Mercer Investments in accordance with Rule 206(4)-3 of the Investment Advisers Act of 1940. Mercer Investments may provide cash compensation in accordance with Rule 206(4)-3 to the above named person for referring you to Mercer Investments. If you have any questions about this compensation arrangement or would like to inquire further about it, please contact Mercer Investment’s North American Chief Compliance Officer at 617.747.9205. | |||||||||||||||
| The above named person is not authorized to discuss specific investment products, services or discuss specific attributes or merits of any particular investment or provide investment advice. The above named person is not acting in the capacity of a fiduciary, trustee or administrator, as such terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) or the 1940 Investment Advisers Act, as amended. | |||||||||||||||
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