OUR CLIENTS

More than 75 clients in three primary industry segments:

Retirement | Insurance
AETNA
American Skandia
Fidelity Investments
GE Financial Assurance
ING Aetna
Lincoln Life
Manulife
Met Life
Nationwide
Prudential
The Hartford
TIAA-CREF
Guardian
Brokerage | Banking
American Express
BONY
Citibank
CitiStreet
Charles Schwab
Morgan Stanley
RS Investments
Smith Barney
State Street
TD Waterhouse

Mutual Funds
American Funds
Deutsche Scudder
DST Systems
Dreyfus Funds
Evergreen Investment Mgt.
Invesco Funds
Janus
Legg Mason
Mass Financial
Morningstar
Neuberger Berman
Prudential
CDC
SEI Investments
SSGA
T Rowe Price