Financial Companies We’ve Worked With

• Aetna
• Ascendant Advisors, LLC
• Auxier Asset Management
• Auxier Asset Management LLC
• Blackwood Trading
• Carderock Capital
• Century Capital Management
• Chesapeake Funds
• Citigroup
• East End Advisors, LLC
• Eastern European Equity Fund
• First Manhattan Company
• Foreside Financial Group
• Fulcrum Global Partners
• Gardner Lewis Asset Management
• General Electric Capital Corporation
• Genesis Securities, LLC
• Global Sentry Group
• Grisanti Brown & Partners
• Horizon Asset Management
• Jura Investments
• Knight-Ridder Trade Center
• Liberty Street Horizon Fund
• MKM International
• McKinsey & Company
• Pali Capital
• Principled Equity Market Fund
• Pelion Financial Group, Inc.
• Sogo Invest
• Stocks and Securities Limited (SSL)
• Stratton Asset Management
• Suffolk County Federal Savings
• Third Millennium Capital
• Tocqueville Asset Management
• Wintergreen Fund
• World Capital Advisors