Our Accounts
In addition to our individual clients, we work for over thirty institutional accounts in a variety of capacities. For these accounts, we provide one or more of the following services: portfolio management, trade execution, account custody, and/or delivery of securities research or advice. These accounts include public companies, investment advisors, mutual funds, foundations, religious organizations, pension funds, and educational institutions.
Partial Client List
- Diocese of Bridgeport
- Archdiocese of New York
- Exora Management Corp
- Fisher Scientific International Inc
- General Chemical Group, Inc.
- Hesed Foundation, Inc.
- IBH Enterprises Ltd.
- Kolbe Cathedral High School Development Fund
- Northeast Investors Growth Fund
- Orchid Management Corp.
- The Penates Foundation
- St. Thomas the Apostle Roman Catholic Church
Disclosures
- Although these names are being published here with the full knowledge of each client, they should not be considered as testimonials or endorsements.