Who We Serve
We have built numerous trusted partnerships and valued
relationships throughout the investment management industry.
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Relationship Building is Our Specialty
Through the associations we manage, we have built active
relationships with many of the top investment firms,
partners, and third-party groups in the world,
including those below. At many of these firms, our relationship extends to multiple senior executives.
Investment Management Companies
7Twelve Advisors
Aberdeen Asset Management
Adams Express Company
Allied Asset Advisors
ALPS Advisors, Inc.
American Century Investments
Ameristock Funds
Ancora Advisors
AQR Capital Management
Ariel Investments
Arrow Investment Management
Artio Global Investors
ASA Limited
Aston Asset Management
Bandon Capital Management
Baring Asset Management
Barrett Asset Management
Beech Hill Advisors, Inc.
Braver Capital
Brinton Eaton
BTS Asset Management
Calvert Investments
Canadian General Investments
Capital Management Group
Cavanal Hill Funds
Changing Parameters
Charles Schwab & Co.
CIFG Funds
Columbia Management
Cook & Bynum Funds
Cortina Systems
Critical Math Advisors
Croft Funds Corp
Dinsmore Capital Management
Dodge & Cox Funds
Dreman Value Management
DundeeWealth US
Dunham & Associates
DWS Investments
EM Capital Management
Emerald Asset Advisors
FAM Funds
Fidelity Investments
First Trust Advisors, L.P.
Flex-Funds
Forward Funds
Franklin Templeton Investments
Front Street Capital
Gabelli Asset Management
Germany Funds
Gleason & Associates
GPS Capital Management
Hambrecht & Quist Capital
Management
Heartland Funds
Hennessy Funds
Henssler Financial
Incline Capital
Integrity Viking Funds
Investment Partners Asset
Management
Ivy Funds
J & W Seligman Company
Janus
Jefferson National
Jensen Investment Management
John Hancock Funds
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Johnson Mutual Funds
Kerns Capital Management
Kottke Managed Commodities
Lacerte Capital Management
Laudus Funds
Lex-Tek International
Liberty All-Star Funds
Linde, Hansen and Co.
Marietta Ventures
Mariner Holdings
Matthews Asia Fund
Meeder Financial
MFS Investment Management
Morgan Dempsey Capital
Management
Morgan Meighen Associations
Motel Property Development
Corporation
Muhlenkamp
Nashville Capital Corporation
Natixis Global Associates
North American Islamic Trust
Nuveen Investments
Oak Associates
Octavus Group
Olstein Capital Management, L.P.
OppenheimerFunds
Pacholder High Yield Fund, Inc.
The Pacific Financial Group
Petroleum & Resources
Corporation
PFS Funds
Primary Trend Funds
Principal Funds
Queens Road Funds
Renaissance Capital Group, Inc.
Rhoads Lucca Capital Management
RidgeWorth Investments
RiverPark Funds
The Royce Funds
RS Investments
Rydex | SGI
Sarasota Capital Strategies
Saturna Capital Corporation
Schwartz Investments
Scout Investments
Seligman Investments
Solutions Fund Group
SouthernSun Funds
Sparrow Capital
Summit Portfolio Advisors
SVA Plumb Financial
T. Rowe Price Associates
Thornburg Mutual Funds
TIAA-CREF
Tiedemann Wealth Management
Toews Corporation
UBS Global Asset Management
U.S. Global Investors
Wade Financial Group
Walthausen & Co.
W.E. Donoghue & Co.
Wellington Management Company
WI Mutual Funds
William Blair Funds
Wintrust Capital Management
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Third-Party Relationships
Addison Communications
Advisolocity
Alliance Advisors
The Altman Group
Black Diamond Strategies
Bobroff Consulting
Boston Financial Data Services
Cammack & Associates
Casey Quirk & Associates
Cedarwood Associates
CITI Group Asset Management
Closed-End Fund Advisors
Closed-End Fund Association
Cohen Fund Audit Services
Corporate Insight
Davis & Harman
Dow Jones Content Lab
DST Systems
Eisenman Associates
Equinox Fund Management
Ernst & Young LLP
FUSE Research Network
Gemini Fund Services
Huntington Asset Services
InvestmentNews
Janney Montgomery Scott LLC
Jones Trading Company
K&L Gates
Kanter and Company
Kasina
Leibowitz Communications
Lipper Advisory Services
Maximum Impact Partners
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Merrill Corporation
Merrill Lynch
MFWire
Morgan Stanley & Co.
Morningstar, Inc.
Mutual Fund Education Alliance
Naissance
New York Life
Northern Lights Fund Trust
NYSE
Orbis Marketing
Parnassus Investments
PMR Associates
Practical Perspectives
Precision IR
Raymond James & Associates
RBC Wealth Management
Retirement Investing Institute
Schultz Investment Advisors
Small Funds Network
Stifel Nicolaus
Strategic Insight
SugarSpun Industries
SunStar Strategic
SwanDog Strategic Marketing
SySys
Thomson Financial Company
Ultimus Fund Solutions
U.S. Bancorp
Wayne Hummer Asset Management
Wechsler Ross & Partners
Wells Fargo
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