Three decades of experience.

Asset Managers & Retirement Plan Providers

ADP Alliance Bernstein Allianz Global Investors Barr Rosenberg BISYS BlackRock Columbia Management Furman Selz GE Financial General Motors Asset Management Hartford Investment Management ICAP Janus Natixis Neuberger Berman Old Mutual Optima Fund Management Phoenix Investments Pilgrim Baxter & Associates ProFunds Promark Global Advisors Regent Investor Services RS Investments Rydex Scudder Investments SEI Investments Sentinel Investments Strong Investments Surgeons Asset Management Third Avenue Management USI Consulting Group WisdomTree Investments

Commercial & Private Banks

American Express Bank Bank of America

Bank of Oklahoma Bankers Trust BNP Paribas Chase Manhattan Citigroup First Chicago/NBD First Interstate Bank First of America Fleet Bank Freddie Mac National City Bank Sumitomo Bank &Trust Summit Bank U.S. Trust Unizan Wachovia Webster Bank Wells Fargo

Insurance Companies

AETNA AIG American Skandia Berkshire Life Chubb Converium Reinsurance Equitable Farmers Insurance Guardian Life Insurance Lincoln Financial Manulife Financial MetLife New York Life Penn Treaty Principal Financial Prudential Financial

Sun America Sun Life TIAA-CREF Transamerica Travelers Insurance Universal American

Investment Banks & Broker/Dealers

Ameriprise Financial Bear Stearns Credit Suisse Dean Witter Goldman Sachs Lehman Brothers Merrill Lynch Morgan Stanley Paine Webber Salomon Smith Barney UBS William Blair & Co.

Not for Profit

AT&T Foundation Cooper Hewitt New Design High School Parents in Action Sesame Workshop

Professional Services & Other Industries

Deloitte & Touche Financial Communications Society Fitch Ratings Fitch Risk International Securities Exchange Mergent OSI Pharmaceuticals Reuters Standard & Poor’s