Representative Clients


Barrington Police Pension Fund – Barrington, IL
City of Raleigh – Raleigh, NC (3 Accts.)
City of Taunton – Taunton, MA (2 Accts.)
Forest Park Fire Pension Fund - Forest Park, IL
Memphis Light, Gas, and Water – Memphis, TN (2 Accts.)
North Carolina Association of County Commissioners – Raleigh, NC (4 Accts.)
Pennsylvania State Employees Retirement System (SERS) – Harrisburg, PA    
Pennsylvania Treasury Department – 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


Agricultural Risk Insurance Co. LTD. - LaVergne, TN (2 Accts.)
Consumers Insurance USA, Inc. – Murfreesboro, TN
Heritage Property & Casualty – Clearwater, FL
Independence Blue Cross – Philadelphia, PA (5 Accts)
Insurance Company of Scott and White - Temple, TX (2 Accts.)
Pennsylvania State Workers’ Insurance Fund – Harrisburg, PA


AnMed Health – Anderson, SC (2 Accts.)
Eclat Pharmaceuticals, LLC - Chesterfield, MO
Erlanger Medical Center - Chattanooga, TN
Floyd Healthcare Management – Rome, GA
MHA Solutions, Inc. – Madison, MS
NCMC – North Colorado Medical Center - Greeley, CO
Parkview Medical Center – Pueblo, CO
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 (5 Accts.)
Lakeshore Foundation – Nashville, TN (4 Accts.)
LifeWay Christian Resources - Nashville, TN
Louisiana Baptist Foundation – Alexandria, LA  (2 Accts.)
Southern Baptist of Texas Convention Foundation – Grapevine, TX
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
IBEW Local 2066 - Parsippany, NJ
Major League Baseball Players Association – New York (3 Accts.)
National Basketball Players Associations – New York
Plumbers and Pipefitters Local 572 - Nashville, TN (2 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.