Our Clients

For more than 30 years, leaders in the financial services industry have turned to us for results-oriented solutions. Many of our clients have been with us for years as they continually seek our guidance in helping to build their business and meet the constantly evolving challenges of the financial marketplace.

Areas of Expertise:
Alternative Investments
Brokerage
Consultant and Mutual Fund Wrap Programs
Institutional Asset Management
Intermediaries
Mutual Funds and ETFs
P&L Insurance
Private Banking
Retirement Plans
Separately Managed Accounts
Specialized Banking Products
Structured Products
Wealth Management Programs
Value-Added Wholesaling
Variable Annuities
BANKS
AMCORE Bank
BancOne Corporation
Bank of America
Bank of Oklahoma
BankBoston
Bankers Trust
Beverly National Bank
Chase
The Chicago Trust Company
City National Bank
Commerce Bank
Eastern Bank
First Chicago/NBD
Fleet Financial Group
KeyCorp
LaSalle Bank
Michigan National Bank
National City Bank
The Northern Trust Company
People’s Bank
PNC
Union Bank of California
U.S. Trust
Wachovia Bank & Trust
Washington Trust Company
Wells Fargo Investment
  Advisors

BROKER/DEALERS
Charles Schwab and
  Company, Inc.
Goldman Sachs & Co.
Instinet Corporation
INVEST Financial Corporation
LPL Financial Services
Sanders Morris Harris Group
William Blair and Company
INSURANCE COMPANIES
Aetna Life & Casualty
AIG
Eastern Insurance
Farmers Insurance Group
The Guardian Insurance
  Company
John Hancock Mutual Life
  Insurance Company
MassMutual Life Insurance
  Company
Mutual of Omaha
Nationwide Financial
Phoenix Equity Planning
  Corporation
Prudential Insurance Company
PURE
Swiss Re
VALIC

INVESTMENT MANAGERS AND CONSULTANTS
AAM
Allegiant Asset Management
AMR Investments, Inc.
Baring Asset Management
BARRA RogersCasey
BISYS Investment Services
Calvert
Citizens Funds
Coil Investment Group AS
Columbus Circle
  Investors/PIMCO
Commonwealth Equity
  Services
Diversified Investment
  Advisors
Enterprise Group of Funds
Federated Investors
Fidelity Investments
First Security Corporation
Fortigent
Franklin Templeton
  Investments
GE Capital
General Motors Investment
  Management Corp.
Harbor Capital Management
  Company
HighMark Capital
  Management
MacKay Shields
The Managers Funds
Optima Fund Management
Pitcairn Financial Group
Scudder Investments
SEI Investments
State Street Research &
  Management
TIAA-CREF
Victory Capital Management
Villanova Capital