Clients We’ve Served

Since our founding in 1980, we’ve had the privilege of working for some of the best minds and firms in the business.


Al Frank Asset Management

AMR Funds

Argo Infrastructure Partners

BBH Funds

Boston Capital Services, Inc.

Cirrus Research

Cohen & Steers

Condor Capital Management


Delaware Investments

ENI Corporation

FPA New York Chapter

Fairholme Funds

Franklin Mutual Series

Gintel Asset Management


Hartwell Funds

Hatteras Funds

Haven Fund

Herzog Heine Geduld

Integrated Resources

Ivy Funds

Jones Villalta Opportunity Fund

Jordan Opportunity Fund

L.F. Rothschild, Unterberg, Tobin

Linde, Hansen Contrarian Value Fund

Medical Technology Fund

Museum of American Financial History

New York Coffee & Sugar Exchange

Nicholas Applegate Funds

No-Load Fund Investor




NorthRoad Capital Management

Pilgrim Funds

Jonathan D. Pond

Prospector Funds

Royal Alliance

Nicholas P. Sargen

Scudder, Stevens & Clark

Seafarer Capital Partners

Springer Financial Advisors

Stuppler & Comapny

Swan Global Investments

Third Avenue Funds

Undiscovered Managers LLC

University of Virginia Investment Conference

Vice Fund

Zion Research Group