Our success is built around our clients. By treating each client as if they were our only client, we have been able to establish long-term relationships with a number of well known and well respected asset management firms.

Each client has turned to us to provide solutions to the challenges they face today while keeping an eye on growth for tomorrow. Our partial client list includes:

  • American Express
  • Analytic Investors
  • Boston Partners
  • Citigroup
  • Eaton Vance
  • Gartmore
  • Grantham, Mayo
  • IXIS Asset Management
  • Morningstar
  • Oppenheimer Funds
  • Regent Atlantic Capital
  • State Street
  • Trillium Asset Management
  • US Trust
  • Wellington Management
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