Representative Clients


Barrington Police Pension Fund – Barrington, IL
Berwyn Police Pension Fund – Berwyn, IL (2 Accts.)
Carbondale Police Pension Fund – Carbondale, IL
City of Taunton – Taunton, MA (2 Accts.)
Des Plaines Firefighters Pension Fund - Des Plaines, IL
Des Plaines Police Pension Fund - Des Plaines, IL (2 Accts.)
East Peoria Firefighter’s Pension Fund - East Peoria, IL
Kankakee Firefighter’s Pension Fund - Kankakee, IL
Kankakee Police Pension Fund - Kankakee, IL
Memphis Light, Gas, and Water – Memphis, TN (2 Accts.)
Maywood Police Pension – Maywood, IL
North Carolina Association of County Commissioners – Raleigh, NC (4 Accts.)
Pennsylvania State Employees Retirement System (SERS) – Harrisburg, PA    
Philadelphia Gas Workers’ Retirement Reserve Fund – Philadelphia, PA
Westchester Fire Pension Fund – Westchester, IL
Westchester Police Pension Fund– Westchester, IL
Wilmette Fire Pension Fund – Wilmette, IL
Wilmette Police Pension Fund – Wilmette, IL
Wood Dale Police Pension Fund – Wood Dale, IL


PX Capital Partners - Bermuda
HH Holdings - Bermuda
Ornamental Metal Institute of NY – New York
The Steel Institute of NY – New York


Co-op Health and Welfare Plan and Trust - LaVergne, TN
Independence Blue Cross – Philadelphia, PA (5 Accts.)


AnMed Health – Anderson, SC (2 Accts.)
Erlanger Medical Center - Chattanooga, TN
Floyd Healthcare Management – Rome, GA
MHA Solutions, Inc. – Madison, MS
North Colorado Medical Center - Greeley, CO
Parkview Medical Center – Pueblo, CO (2 Accts.)
Presbyterian Intercommunity Hospital – Whittier, Ca

Endowment & Foundation

The Baptist Foundation of Alabama – Montgomery, AL (2 Accts.)
Compassion International – Colorado Springs, CO
Florida Baptist Foundation – Jacksonville, FL (4 Accts.)
Lakeshore Foundation – Nashville, TN (4 Accts.)
LifeWay Christian Resources - Nashville, TN (3 Accts.)
Louisiana Baptist Foundation – Alexandria, LA  (2 Accts.)
United Methodist Foundation – Raleigh, NC

Taft Hartley & Union Related    

Entertainment Industry -- Los Angeles, CA
IBEW Local 102 – Parsippany, NJ (2 Accts.)
IBEW Local 400 – West Trenton, NJ
Ironworkers Local 580 - New York (3 Accts.)
Major League Baseball Players Association – New York (5 Accts.)
Plumbers Local 24– New Jersey (2 Accts.)
Teamsters Industrial Employees Welfare Fund
Trucking Employees of North Jersey Welfare Fund
United Steel Workers – Pittsburgh, PA (2 Accts.)
WWEC Teamsters – Mountainside, NJ

The above is a partial listing of our clients.  It does not imply that the clients recommend our firm or its services. For reasons of privacy, we do not list any of our consumer clients.