Our clients are broadly diverse in terms of mission, locale, governance, and decision-making, ranging in size from $50 million to more than $10 billion. We leverage this extensive experience for the benefit of our clients by collecting and sharing one of the most extensive comparative peer databases in the consulting industry. You may download a sample of our quarterly Comparative Asset Allocation and Total Returns study and view our representative clients below.
Please note: These lists reflect a sampling of our client universe, in accordance with the SEC requirement for an objective methodology for partial client lists. In compliance with this requirement, we chose institutions that were the ten largest in each category, using investment size as the criterion (omitting only those requesting anonymity).