| Relationships | Role | Relationship Start | Relationship End |
| Keycorp Asset Management Holdings, Inc. | Parent | 2/10/1997 | 3/1/1998 |
| Society Asset Management, Inc. | Parent | 7/18/1994 | 2/9/1997 |
| Native American Asset Advisers | Subsidary | 7/20/1994 | 12/30/1996 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Kis Holding Co. | Buyer | Discontinued | 3/2/1998 |