| Relationships | Role | Relationship Start | Relationship End |
| Keybank National Association | Parent | 6/30/2007 | 5/6/2016 |
| Keybank National Association | Parent | 3/2/1998 | 6/29/2007 |
| Keycorp Asset Management Holdings, Inc. | Parent | 3/6/1995 | 3/1/1998 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Capital & Risk Consulting Group Llc | Buyer | Discontinued | 5/7/2016 |