Clients Who We've
Partnered With

Our client list includes a variety of organizations that serve retail, mass affluent, high-net-worth and institutional markets. From mutual fund companies to private banks, RIAs, family offices, hedge funds and insurance companies, we have helped many companies effectively grow businesses. Many of our clients have been with us for years as they continually seek our guidance in meeting the constantly evolving challenges of the financial marketplace.

Advest Group, Inc.
Aetna Life & Casualty
Bank of America
Baring Asset Management
BARRA RogersCasey
Calvert Investments
Charles Schwab and Company, Inc.
Citizens Funds
City National Bank
Columbus Circle Investors
Commerce Bank
Concord Wealth Management
Credit Suisse
Deutsche Bank
Diversified Investment Advisors
Eastern Bank
Farmers Insurance Group
Federated Investors
Fidelity Investments
Fifth Third Bank
First Citizens Investor Services
Franklin Templeton Investments
Goldman Sachs & Co.
Harbor Capital Management Company
HighMark Capital Management
Instinet Corporation
John Hancock Mutual Life Insurance Company
JP Morgan
Johnson Financial Group
LPL Financial Services
M&T Bank
MacKay Shields
MDE Group
Mutual of Omaha
Nationwide Financial
The Northern Trust Company
Optima Fund Management
People’s Bank
Pitcairn Financial Group
Private Client Resources, LLC
PURE Insurance
SEI Investments
State Street Research & Management
Swiss Re
Union Bank of California
U.S. Trust
Verisight, Inc.
Victory Capital Management
Wachovia Bank & Trust
Washington Trust Company
Wells Fargo Investment Advisors
Westchester Capital Management
William Blair and Company