Our Clients

Working with our clients to achieve their goals is what drives us. Our client relationships are built on trust, accountability, and the recognition that our clients’ success is our success.

  • Wealth Management

    • Atlantic Trust Private Wealth Management
    • Boston Trust & Investment Management
    • Bank of America Private Bank
    • CIBC
    • Coutts
    • Credit Suisse
    • Deutsche Bank Asset Management
    • Eden Financial
    • Fleming Family and Partners
    • Gartmore
    • H.M. Payson & Co.
    • Insinger De Beaufort
    • Majedie Asset Management Ltd.
    • Merrill Lynch
    • Morgan Stanley
    • National Australia Bank
    • Royal Bank of Canada
    • Saxo Bank
    • Schroders Private Bank
    • Syndicate Asset Management
    • UBS Wealth Management
    • Union Bancaire Privee
    • US Bancorp Asset Management
  • Third Party Service Providers

    • Bank of New York Mellon
    • BNP Paribas
    • Brown Brothers Harriman & Co.
    • Citigroup
    • JP Morgan
    • Northern Trust
    • State Street Corporation
    • OpHedge Investment Services
  • Pensions

    • Aerion Fund Management
    • British Airways Pension Fund
    • DuPont Capital Management
    • Queensland Investment Corp
    • Scottish Widows Investment Partnership
    • SPARX Asset Management
    • State of Wisconsin Investment Board
  • Mutual Funds

    • CGCM Funds
    • Charles Schwab Investment Management
    • Columbia Management Group
    • Dimensional Fund Advisors
    • Fidelity Investments
    • Goldman Sachs
    • Invesco
    • Janus
    • JP Morgan Chase
    • M&G Investment Management
    • New York Life Investments
    • T. Rowe Price
    • The Vanguard Group
  • Insurance

    • AIG Global Investment Group
    • Allstate Investments
    • Aviva Investors
    • BlueBay Asset Management
    • Canada Life
    • Legal and General Investment Management
    • Manulife Global Asset Management
    • New York Life Investments
    • Old Mutual
    • Scottish Widows Investment Partnership
    • Standard Life Investment Management
    • Swiss Re
    • XL Group
    • Principal Financial Group
  • Institutional

    • Aberdeen Asset Management
    • ABN AMRO 
    • Allianz Global Investors
    • Ameriprise Financial
    • Aviva Investors
    • Bank of America
    • Baring Asset Management
    • BlackRock
    • CoBiz
    • Cornerstone Capital Management
    • Deutsche Bank Asset Management
    • F&C
    • Fred Alger Management
    • GMO
    • Goldman Sachs Asset Management
    • Harris Associates L.P.
    • Henderson Global Investors
    • HGK Asset Management
    • Income Research & Management
    • Insight Investment
    • Institutional Capital Asset Management
    • Invesco
    • Julius Baer Asset Management
    • Kuwait Investment Office
    • Lazard Asset Management
    • Legal and General Investment Management
    • Legg Mason
    • Lord Abbett and Co.
    • M.D. Sass Investor Services
    • MacKay Shields
    • Manulife Global Asset Management
    • Marathon Asset Management
    • Neuberger Berman
    • New York Life Investments
    • Newton Investment Management
    • Nomura Asset Management
    • Nuveen Investments
    • NWQ Investment Management Company
    • Old Mutual
    • Principal Global Investors
    • Pyramis Advisors
    • Robeco
    • Royal London Asset Management
    • RS Investments
    • Russell Investments
    • Schroders Investment Management
    • Societe Generale Asset Management
    • Threadneedle Investment Services
    • Wellington Management Company
  • Alternative

    • Adventist Health System
    • Ares Management
    • BlueBay Asset Management
    • top three Hedge Fund
    • Horizon Cash Management
    • HSBC Investments
    • Invesco PowerShares
    • Leo Fund Managers
    • Pequot Capital Management
    • Ramius
    • TT International Investment Management
    • Waypoint Capital