Clients (Partial list)

• ABN AMRO Asset Management
  
• Alternative Investor Institute
• AMCORE Investment
• Boardroom Development Partners
  
• Cavanal Hill
• CFA Institute
• Champlain Investment Partners
• CIVC Partners
• Crownwater Capital
• Dixon Mitchell
• European Institute
• European Institutional Investor Institute
• Financial Research Associates
• First Asset Capital
• Hamlin Capital

• Hirtle Callaghan
• Institutional Investor Institute
• Leith Wheeler
• Louisbourg Investments
• Manning & Napier
• Marco Consulting
• Nevada System of Higher Education
• Paradigm Asset Management
• Progress Investment
• Scotiabank
• Standard Life
• TABB Forum
• U.S. Institute
• Wells Fargo Asset Management
• Westwood Management