We serve a diverse range of clients, including institutions and high net worth individuals through managed account programs. Among our clientele are prominent state and local retirement systems and Fortune 500 companies, as well as national non-profit groups.

     
California State Teachers' Retirement System (CalSTRS)
Minnesota State Board of Investment
Public School Retirement System of the City of St. Louis
State Retirement & Pension System of Maryland
 
 
 
 

 
Charles Schwab
Citi Private Bank
J.P. Morgan
Merrill Lynch
Morgan Stanley Smith Barney
Wells Fargo

*The clients listed above represent a partial client list. Please see additional disclosures located in our Performance Calculation and Presentation Disclosure Statement.


 
spacer
spacer
spacer
spacer
spacer
spacer