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Approach
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Representative
Client List


Advantage Capital

AEGON Asset Management

AEGON USA

Alger Funds

Alliance Bernstein Investments

Allmerica Investments

Amalgamated Bank

American Beacon Advisors

American Capital

Associated Securities

AXA Equitable Capital Management

Boston Financial Group

Chevy Chase Trust

Citi Asset Management Group

Citicorp Services

Correspondent Services Corp.

Depository Trust Corporation

Donaldson, Lufkin & Jenrette

Federated Investors

Financial Northeastern

First Union

Fortis

Goldman Sachs

Guardian Investor Services

H & R Block

Hornor, Townsend & Kent

InterSecurities

Janus Capital Group

Keogler Morgan

Keystone Investments

KPMG Peat Marwick

Legg Mason

Merrill Lynch

Mesirow Financial

Morgan Stanley

Neuberger & Berman

Nomura Research Institute

Oppenheimer & Co.

Pacific Life

Quick & Reilly

Reich & Tang Asset Management

Sovereign Bank

Stephens

Smith Barney

Strategic Investment Group

T. Rowe Price

Thomson Funds

Tower Square Securities

Transamerica/IDEX Funds

Travelers Insurance

Thrivent Financial

Trust Company of America

Twenty-First Securities Corporation

UBS

Van Kampen Investments

Wells Fargo

Western Reserve Life

Experience

Our proprietary approach to financial marketing is results-oriented and focused on each client's individual needs. We are committed to doing things right the first time.

We would welcome the opportunity to show you examples of how we work with our clients to develop powerful marketing strategies and translate those concepts into actionable, cost-effective programs. These case studies will illustrate how we help our clients achieve extraordinary marketplace success and become leaders in their own market segments. Only then will you appreciate how we adapt our diverse capabilities to respond to each client’s needs in order to deliver the break-through differentiation and competitive advantage that are the twin hallmarks of our work.