William Franz Kim Schaff

Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors.

Parchment LLC is a company that offers a comprehensive platform for learners, academic institutions, and employers to request, verify, and receive transcripts, diplomas, and other credentials. The company is based in Scottsdale, AZ, and has subsidiaries in the United States. The company believes that credentials matter in the lifelong journey of a learner and provides a simple and secure way to exchange transcripts, diplomas, certificates, comprehensive learner records, and other credentials. Parchment is the most widely adopted digital credential service, allowing students, learners, academic institutions, and employers to securely order, send, receive, and engage with official credentials such as transcripts, diplomas, or certificates. The company was founded in 2003 by John Reese, Jeffrey M. Harris, Mark N. Cohen, and Matthew L. Pittinsky has been the CEO of the company since 2011.

Docufide, Inc. provides online educational records management services. It offers secure transcripts and manages the ordering, processing & secure delivery of official transcripts to student designated colleges and universities. The company was founded by Jeffrey M. Harris and Mark N. Cohen in October 2002 and is headquartered in Los Angeles, CA.

The Berger Funds operates and manages a shareholder welfare fund. The private company is based in Denver, CO and has subsidiaries in the United States.

Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS)