Robert Andrew Magan

Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD).

Founded in 1982, Citizens Advisers is a privately-owned Portsmouth, New Hampshire corporation. Citizens was one of the first providers of socially responsible funds available to investors and offers a family of no-load mutual funds. They also offer separate account management.

TDAM USA, Inc. is an investment advisory firm headquartered in New York City. The firm was founded as Waterhouse Asset Management, Inc. in 1995 and do-business-as TD Asset Management. They are a wholly-owned subsidiary of TD Bank US Holding Co., which is wholly-owned by the Toronto-Dominion Bank (NYSE, TSE: TD), a Canadian chartered bank. TDAM USA provides discretionary investment management services to corporations and certain affiliates, such as TDAM and TD Bank, N.A. They also offer services to pension plans, endowments and foundations, but do not directly offer their services to high net-worth or retail clients.