Client Results List

Our clients include some of the world’s most Admired Institutional investors. To date, we have secured over US$40 billion from plans across the U.S., Europe, and Australia. Find out more below on these firms and consultants we’ve collaborated with.

  • 3M Corporation
  • Ace Hardware
  • American Family Insurance
  • American Honda Corp
  • Anixter, Inc.
  • Aon Corporation
  • Archer Daniels Midland
  • Auto Club Group
  • Bayer Corporation
  • Bechtel International
  • British Columbia T & T
  • California State Automobile Association
  • Canadian Pacific Railway
  • Cargill Corporation
  • Chicago Sun-Times
  • Coca-Cola Enterprises
  • Control Data Systems
  • Datacard
  • Devon Energy Corporation
  • Fluor Corporation
  • Fujitsu Corporation
  • Goldman Sachs
  • Halliburton Company
  • Huffy Corporation
  • IBM
  • Immunex Corporation
  • John Deere & Company
  • Kaiser Permanente
  • Lafarge Corporation
  • Lucasfilm
  • NFL Reciprocal Trust
  • Northern Trust Global Advisors
  • Questar Corporation
  • Raytheon Corporation
  • SCANA Corporation
  • Sherwin-Williams Company
  • Smurfit-Stone Container
  • Southwestern Energy
  • Symantec
  • Texas-New Mexico Power Co.
  • The Walt Disney Company
  • Valspar
  • Viacom International
  • Wells Fargo

  • AARP
  • American Legacy Foundation
  • John W. Anderson Foundation
  • Carnegie Institute
  • Clemson University Foundation
  • Flora Family Foundation
  • Florida State University Foundation
  • Bill and Melinda Gates Foundation
  • William and Flora Hewlett Foundation
  • Houston Grand Opera
  • MacArthur Foundation
  • Nasdaq Educational Foundation
  • Philadephia Museum of Art
  • The Rockefeller Foundation
  • Rotary InternationalTempleton Foundation
  • University of Arkansas Foundation
  • University of Illinois Foundation
  • University of New Mexico Foundation
  • University of Oklahoma Foundation
  • West Virginia University Foundation
  • World Bank
  • YMCA
  • Nasdaq Educational Foundation
  • Philadephia Museum of Art
  • The Rockefeller Foundation
  • Rotary InternationalTempleton Foundation
  • University of Arkansas Foundation
  • University of Illinois Foundation
  • University of New Mexico Foundation
  • University of Oklahoma Foundation
  • West Virginia University Foundation
  • World Bank
  • YMCA

  • Ascension Healthcare
  • Barnes Hospital
  • Blue Cross of Idaho
  • Children's Hospital of Philadelphia
  • Cox Health
  • Diocese of Providence
  • Group Health Cooperative
  • Johns Hopkins Health Center
  • Legacy Health Systems
  • Massachusetts Eye & Ear Clinic
  • New York Foundling Hospital
  • Presbyterian Health Services
  • Providence Health & Services
  • Regence
  • Scottsdale Memorial Hospital
  • St. Luke's Episcopal Health System
  • Tenet Healthcare
  • University of Colorado Hospital

  • Austin Firefighters Relief & Retirement Fund
  • Baltimore County Employees' Retirement
  • Bay Area Rapid Transit
  • California Teachers Association
  • CALPERS
  • City of Detroit
  • City of Gainesville
  • City of Miami
  • City of Norfolk Employees Retirement System
  • City of Tucson
  • Florida State Board of Administration
  • Los Angeles County
  • Los Angeles Fire & Police Pension Fund
  • Michigan Municipal Employees' Retirement
  • Milwaukee Employees' Retirement System
  • Mississippi Public Employees' Retirement
  • Montana Board of Investments
  • Montgomery (AL) Employees' Retirement
  • Montgomery County Public Schools
  • New Hampshire Retirement
  • New Mexico Public Employees' Retirement
  • New Mexico State Investment Council
  • New York City Deferred Compensation Plan
  • Oakland (CA) Police and Fire
  • Ohio Bureau of Workers' Compensation
  • Pennsylvania Public School Employees
  • Queensland Investment Corporation (Australia)
  • San Francisco ERS
  • Santa Barbara County Employees' Retirement
  • Seattle Employees' Retirement System
  • Sonoma County Employees' Retirement Assoc.
  • St. Louis Employees' Retirment System
  • State of Connecticut
  • State of Hawaii Employees' Retirement System
  • State of Wyoming
  • Teachers' Retirement System of Texas
  • Ventura County Employees' Retirement System
  • Washington State Investment Board

  • Baylor University
  • Bradley University
  • Colgate University
  • Drake University
  • Gonzaga University
  • Iowa State University
  • Johns Hopkins University
  • Loyola Marymount University
  • Marquette University
  • Mount Holyoke College
  • New York Public Librabry
  • Purdue University
  • Regis University
  • Rutgers University
  • Southern Methodist University
  • Texas A & M University
  • Texas Tech University
  • University of California
  • University of Colorado
  • University of Delaware
  • University of Iowa
  • University of Kentucky
  • University of Wisconsin
  • Washington University

  • Arizona Bricklayers
  • Carpenters of Illinois
  • CPF of International Operating Engineers
  • Distributor's Assoc Warehouseman's Pension
  • Eighth District IBEW
  • Graphic Communications International Union
  • International Union of Operating Engineers
  • Juan de la Cruz Farm Workers
  • Louisiana / Mississippi Carpenters
  • Service Employees International Union

  • Aon Hewitt
  • Angeles Investment Advisors
  • Arnerich & Massena
  • Asset Consulting Group
  • Asset Performance Partners
  • Asset Strategies Portfolio Services
  • Atlanta Consulting Group
  • Beacon Pointe Advisors
  • Bivium Capital
  • Bogdahn Consulting
  • Callan Associates
  • Cambridge Associates
  • Canterbury Consulting
  • Cap Cities Consulting
  • Cardinal Investment Advisors
  • Clearbrook
  • Colonial Consulting
  • Concord Advisory Group
  • CTC Consulting
  • DB Alex. Brown
  • DeMarche Associates
  • DiMeo Schneider
  • Ellwood & Associates
  • Francis Investment Counsel
  • Frank Russell Company
  • Fund Evaluation Group
  • Gallagher Retirement Services
  • Greycourt
  • Guggenheim Investment Advisors
  • Hewitt EnnisKnupp
  • Highland Associates
  • Hirtle Callaghan
  • Hyas Group
  • John Nolan & Associates
  • LCG Associates
  • Lowery Asset Consulting
  • Marco Consulting
  • Marquette Alliance
  • Marquette Associates
  • Meketa Investment Group
  • Mercer Investment Consulting
  • Merrill Lynch Global Wealth Management
  • Monticello Associates
  • Morningstar
  • NEPC
  • Oxford Financial Group
  • Paul Comstock Partners
  • Pavilion Advisory Group
  • Pension Consulting Alliance
  • Prime, Buchholz & Associates
  • Progress Investment Management
  • R.V. Kuhns & Associates
  • Resource Advisory
  • Segal Rogerscasey
  • Slocum
  • Strategic Investment Solutions
  • Summit Strategies
  • Taiber Kosmala & Associates
  • Towers Watson
  • Watershed Investment Consultants
  • Wilshire Associates
  • Wurts & Associates
About The Firm

Our Difference

With over two decades of extensive experience in portfolio management, consulting, business development, and client service, we have established ourselves as trusted industry experts. Our deep knowledge and reliability have fostered long-standing relationships with our clients. We collaborate closely with institutional consultants and many of the foremost endowments, foundations, corporations, and public plans.

Our Team

Our Advantage

Our reliability, professionalism, and expansive knowledge enable us to collaborate exclusively with top-tier Investment managers. We provide our clients with access to our network of consultants, plan sponsors and advisors. Widely trusted among peers as an essential intermediary, offering a plug-and-play approach that not only enhances the chances of success but also shortens the time needed to reach it.