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Clients We Have ServedOur consultants develop strong client relationships and have worked with a wide range of corporate styles. Clients are located in the United States, Canada, Europe, Australia and Latin America. A partial list of our client relationships include:
AmSouth Bank
Argentaria
Banco Ganadero
Banco Santander Central Hispano
Bank America
Barclays International
Barclays Brazil
Cartier Partners
Cartier Mutual Funds
Citigroup
Elliott and Page Fund Management
Fidelity Brokerage Services
First Union
FGIC
Fleet National Bank
Florida International Bankers Association
Guardian Group of Funds
Itasca Construction Associates
John Hancock Mutual Life
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Macquarie Bank (Australia)
Macquarie Bank (NY, London)
Manulife Wealth Management
Manulife Financial
Merrill Lynch
National Bank
Oppenheimer Funds
PaineWebber
Prudential
Republic International Bank of New York
Standard Life Canada
Stein Roe & Farnham
SystemOne
TAL Investment Counsel
Talvest Fund Management
TAL Private Management LTD
Toronto Dominion Bank
Transamerica Life and Annuity
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TMC Group, Inc.
Tel: 561-362-0709
Fax: 561-362-9135
3200 N. Federal Hwy. Suite 206-17
Boca Raton, FL USA 33431
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