Our Clients Include:

  • Alain L. Locke Elementary School
  • Alembic Health Communications
  • Allianz Global Investors
  • American Lung Association
  • Arden Asset Management
  • Athena Art Finance
  • Bailard
  • Brandscape
  • Brenner Builders
  • Brightwood Capital Advisors
  • Broadfin Capital
  • Calamos Wealth Management
  • Cavanal Hill
  • Centerstone Investors
  • Charter & Spectrum
  • Choices in Childbirth
  • Cooney Waters
  • Coordinated Behavioral Care CBC
  • Discover Outdoors Foundation
  • Disney Vacation Club
  • Dakota Funds
  • Davis Advisors
  • Diamond Hill Capital Management
  • Dynasty Financial Partners
  • Edgewood Management
  • Evermore Global Advisors
  • Financial Communications Society FCS
  • Financial Decisions
  • FingerFire
  • First Eagle Investment Management
  • GCI Health
  • GemShares
  • Gotham Media Ventures
  • Hamlin Capital Management
  • Hatteras Funds
  • Haven Academy
  • Hawaii Pacific University
  • Healthy Home Energy & Consulting
  • Hennessey Funds
  • Homestead Funds
  • Hudson Heritage Federal Credit Union
  • Intrepid Capital
  • Inwood House
  • J Connelly
  • Jerome Glass
  • JH Lane Partners
  • Jones Road
  • Lattice Strategies
  • Longboard Asset Management
  • Legg Mason Scholars Choice
  • Eli Lilly & Company
  • Lord Abbett
  • Matthews Asia
  • Merrill Corporation
  • Mitchell Sinkler & Starr
  • Mondrian Investment Partners
  • Mutual Fund Education Alliance
  • Napier Park Global Capital
  • National Foundation for Infectious Diseases
  • National Veterinary Associates NVA
  • The Needham Group
  • Neo Alternatives
  • New York Hospital Queens
  • New York Life
  • The New York Times
  • NICSA
  • OppenheimerFunds
  • Osterweis Capital Management
  • Paradigm Capital Management
  • Perritt Capital Management
  • Pfizer
  • Playback Health
  • Prudential
  • Public Prep
  • Redwood Investment Management
  • Reich & Tang
  • Rensselaer Polytechnic Institute
  • The Reserve
  • RidgeWorth Investments
  • Rosemont Investment Group
  • Rothko
  • The Royce Funds
  • Simpson Scarborough
  • Southeast Asset Management
  • Standard & Poor’s
  • Stevens Institute of Technology
  • StoneCastle
  • Strategic Group of Companies
  • Street Diligence
  • Syracuse University
  • The Royce Funds
  • Sanofi Pasteur
  • Scholastic
  • Standard & Poor’s
  • StoneCastle Partners
  • Thompson Investment Management
  • Thomson Reuters
  • TIAA
  • Town Sports International
  • Tweedy, Browne Company
  • Value Line Funds
  • Wasatch Advisors
  • Water Island Capital
  • Western Capital Advisory
  • Windgate Wealth Management
  • WNC
To learn more about our work with these clients, please contact us.