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Representative Client List:

Public Funds:

  • Los Angeles County Employees' Retirement Association
  • Los Angeles Fire and Police Pension System
  • Sonoma County Employees' Retirement Association
  • Ventura County Employees' Retirement Association
  • First Mercantile Trust Premier Funds
  • California State Firefighters Employee PSP

Corporate Plans:

  • Cedars-Sinai Medical Center
  • Lockheed Martin Corporation
  • Northrop Grumman Corporation
  • H.B. Zachary Employee Retirement
  • Rosenstein Investments

Healthcare

  • Amsterdam Memorial Hospital
  • Englewood Hospital (N.J.)

Foundations & Endowments

  • Catholic Community Foundation
  • Salvation Army
  • Boys Club of America
  • Jewish Family & Children’s Services
  • Baptist Bible College Foundation
  • Make-A-Wish Foundation

Religious Funds

  • Diocese of Santa Rosa
  • First United Methodist Foundation of San Diego
  • St. Anthony Foundation
  • 1st Presbyterian Church of Fort Worth Beach
  • California Lutheran Home Carlsbad Fund

Taft-Hartly/Union Funds

  • Plumbers and Steamfitters Local 6
  • Pacific Union Association
  • Southern Union Conference Association Funds

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