Testimonials

  Clients

 
 

Clients

We bring over five decades of investment industry experience and expertise to our clients. Among our clients are:

Advisory Research, Inc
Aegon Asset Management
Aetos Alternatives Management, LLC
Boston Advisors
Brandes Investment Partners
Cavanaugh Capital Management
Channing Capital Management
Commonfund
DDJ Capital Management
Guidestone Capital Management
Iridian Asset Management
MicroVest
Progress Investment Management
Prudential Fixed Income
Prudential Retirement
T. Rowe Price
Tano Capital

Click here to read about some of our client engagements.