Supporting Investor Interests (home page)

This website is intended only for the private use of invited participants in a project addressing adaptations of investment management and advisory services to support the objectives of ultimate savers. Participation is subject to confidentiality understandings and other provisions that vary from the Shareholder Forum's standard Conditions of Participation applicable to its publicly conducted programs.

The information provided to Forum participants is intended for their private reference, and permission has not been granted for the republishing of any copyrighted material. The material presented on this web site is the responsibility of Gary Lutin, as chairman of the Shareholder Forum.

Shareholder Forum™ is a trademark owned by The Shareholder Forum, Inc., for the programs conducted since 1999 to support investor access to decision-making information. It should be noted that we have no responsibility for the services that Broadridge Financial Solutions, Inc., introduced for review in the Forum's 2010 "E-Meetings" program and has since been offering with the “Shareholder Forum” name, and we have asked Broadridge to use a different name that does not suggest our support or endorsement.