Select Clients

• Allianz Global Investors
• American Century Investments
• American Express
• Aston Asset Management
• Bessemer Trust
• CheckFree Investment Services
• Credit Suisse Investment Bank
• French Blitzer Scott Advertising
• Goldman Sachs Asset Management
• Mainstay Investments
• Merrill Lynch
• MetLife
• Northern Trust/FlexShares
• Prudential Investments
• Shlomo Benartzi of the UCLA
Anderson School of Management
• UBS Asset Management
• USAA Asset Management