Clients

During our more than 30-year history, we have had the pleasure of serving more than 300 different investment and pension consulting firms. Our client list has personified diversity in terms of:

Type - Clients have included traditional and alternative firms, encompassing independently owned firms, trust companies, wholly owned subsidiaries, limited partnerships, insurance companies, banks and brokerage firms, pension consultants and wealth management consultants.

Size - Our clients have ranged from emerging managers with zero assets under management to several of the largest investment organizations worldwide with more than $1 trillion in assets under management. Notable start-ups have included Nicholas-Applegate Capital Management, with whom we enjoyed a 24-year relationship, and Dimensional Fund Advisors, for whom we have completed multiple projects since our first work with the firm in 1981.

Business Status - Strategic assignments have encompassed new firm or investment strategy launches, repositioning firms after mergers and acquisitions, turnaround situations, event communications, new product development, client conference preparation, succession communications, and a multitude of institutional communication coaching programs.

Geography - We work with clients throughout North America, Europe and Asia.

Representative Client List

American Century Investments
Aristotle Capital Management
Brookfield Investment
   Management
ARK Invest
The Capital Group
Chandler Asset Management,
   Inc.
Dimensional Fund Advisors, Inc.
Jennison Associates LLC
Metropolitan West Capital
   Management, LLC
Nicholas-Applegate Capital
   Management

(now Allianz Global Investors)

Nicholas-Applegate Capital
Management

(now Allianz Global Investors)

Nuveen Investments
   (NWQ Investment
   Management,
   Tradewinds Global Investors,
   Nuveen Asset Management
   Company)
Principal Global Investors
Russell Investments
Segall Bryant & Hamill
TCW
UBS Asset Management
William Blair & Company, L.L.C.
Winslow Capital Management