Earth Day

  • Employee Spotlight – Taking care of our environment

    BySherry Carnahan

    While our clients are always eager to unload a variety of tasks to us here at TOI, one of the most common tasks that advisors are happy to get off their plates is checking the custodian account alerts.

    We get it! Logging in to find a page full of alerts can be overwhelming. Heck, just the definition of “alert” is alarming on its own: a state of careful watching and readiness especially for danger or opportunity; an urgent notice.

    In the above definition, “danger” may seem like a dramatic word to describe account alerts. While we like to keep things lighthearted, there’s nothing funny about the potential risks lurking in those account alerts, and “danger” is a perfect description. When it comes to keeping your clients’ accounts secure, every alert should be treated as a potential red flag.

  • Employee Spotlight

    BySherry Carnahan

    On Earth Day last month, our COO, James Carnahan (shown above in the Aussie hat) and volunteers from Riverkeepers Ohio, set out on Ohio’s waterways to clean up trash and debris from Summit Lake and the Tuscarawas River near where they live.

    Riverkeepers Ohio was formed after James discovered and reported a major oil spill in the Tuscarawas River on July 6, 2023 while on his way to his favorite fishing hole. He went back two days later only to discover that the spill was actually more extensive than anyone thought.