Representative Client List

Not For Profit

  • Board of Higher Education, United Methodist Church
  • Hamill Foundation
  • Methodist Hospital
  • Roman Catholic Diocese of Orange
  • Texas Medical Association
  • The Community Foundation of Louisville
  • Trull Foundation
  • The University of Dallas
  • Wortham Foundation


  • Austin Fire Fighters Relief and Retirement Fund
  • Cobb County Employees' Retirement System
  • Florida State Board of Administration
  • Gwinnett County Employees' Retirement System
  • Montana State Board of Investments
  • Teacher's Retirement System of Texas


  • Baxter International
  • Bristol-Myers Squibb
  • Hess Corporation
  • Principal Global Investors
  • Stewart Title

It is not known whether the listed clients approve or disapprove of the advisor or the advisory services provided. This is a list of tax-exempt clients of the firm whose investment management is a matter of public record, selected because it was believed that their names would be recognized by prospective clients, without regard to performance-based criteria.