Transfer Agent Services
Shelby Financial is a flexible data processing and software services company that stands behind their work.
For over 30 years, businesses have partnered with Shelby Financial for critical stock transfer processing services as well as shareholder management and bond record keeping. We understand the business and develop customized stock and bond transfer solutions based on your clients’ requirements.
Shareholder Management & Accounting
Ellen Philip Proxy Services
Ellen Philip Proxy Services provides proxy tabulation, telephone and Internet voting, proxy contests as well as tender offers and other corporate actions related to the processing requirements of employee plans. Customers include Transfer Agents, Proxy Solicitors & Advisers, Shareholder-Service Providers, Employee-Plan Trustees/Sponsors, Independent Fiduciaries, Savings Plan Administrators, and Credit Unions.
Employee Plans
Shelby Financial is one of the most experienced data processors in performing mutual to stock conversions and mutual holding company transactions. Mutual to stock conversions are highly complex corporate reorganizations where specialized database management and processing is required in order to correctly effect changes in its form of organization to one where the mutual members’ rights are converted into stockholders.
Bond Record keeping
Services tailored for you.
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Escrow Services
As the leader in travel and aviation escrow, Shelby Financial provides reliable, cost-efficient escrow capabilities, backed by a commitment to outstanding service.
Merchant Services
Shelby Financial has partnered with a leader in payment processing solutions to bring you competitive pricing and other benefits along with our exceptional service.
Banking Services
Shelby Financial offers a wide variety of banking services to meet our customers’ needs. Our FDIC-insured banks protect and govern your passenger and operating funds.
Transfer Services
For over 30 years, businesses have partnered with us for critical stock transfer services as well as shareholder management and bond recordkeeping.