• Approximately one third of our clients have multiple mandates and/or accounts
• 27 of our clients have been with us for over 10 years

Commingled/Sub-advisory Acorn Partners Allianz Life Insurance Company CCM Advisors, LLC Charles Schwab Deutsche Asset Management Diversified Investment Advisors, Inc. HSBC Global Asset Management** Lincoln Financial* Litman/Gregory Asset Management Lombard Odier Darier Hentsch** M Financial Mass Mutual MetLife Investors Northern Trust Global Advisors, Inc.* OFI Asset Management** Old Mutual Capital* Penn Mutual Life Insurance Company Principal Financial Group Prudential* RiverSource Investments* Russell Investment Group* Strategic Capital Management Ltd** Thrivent Financial for Lutherans* Touchstone Investments* Transamerica Asset Management, Inc. Turner Funds* The Vanguard Group Tuckerbrook Alternative Investments, L.P.* Virtus Investment Partners, Inc. Corporate ABA Retirement Funds Applera Corporation Blue Cross Blue Shield of Kansas City Campbell Soup Company Caterpillar, Inc.* CenterPoint Energy, Inc* Chevron Corporation The Coca-Cola Company* Deluxe Corporation Duke Energy Corporation* Elmer’s Products Inc. Energy East Corporation Gamla Liv+** General Motors Trust Bank Georgia-Pacific Corporation Harsco Corporation Lehigh Cement Company Mary Kay Inc. McDonald’s Corporation Medco Health Solutions, Inc. North Memorial Health Care* PG&E Corporation* Park Nicollet Health Services Quad/Graphics, Inc.* Raytheon Company* The Regence Group* SECURA Insurance Companies Shell Oil Company Southern California Edison Southwest Gas Corporation St. Rose Hospital Telstra Super Pty Ltd** Wilshire Associates, Inc. Wilson Medical Center Endowment/Foundation Baptist Foundation of Texas* Catholic Healthcare West* Cayuga Medical Center of Ithaca* Christian Brothers Risk Pooling Trust Drew University Georgia Baptist Foundation Gettysburg College Lancaster General Hospital* Menorah Legacy Foundation Navy-Marine Corps Relief Society* St. Luke’s Episcopal Health System* Syracuse University The Sisters of St. Joseph of the Third Order of St. Francis, Inc. Thomas Jefferson University* Trustees for the Diocese of Western Massachusetts United Jewish Communities of MetroWest NJ* University of Arizona University of Portland University of Wisconsin Foundation Via Christi Health System* Managed Accounts A.G. Edwards & Sons, Inc. Ameriprise Financial Bank of America Bear Stearns* Brinker Capital* Charles Schwab* Credit Suisse Deutsche Bank Alex Brown* Edward D. Jones Envestnet Guardian Capital Group* Hilliard Lyons

Managed Accounts continued Lockwood Merrill Lynch* Morgan Stanley* Northern Trust Global Advisors, Inc. Oppenheimer* Royal Bank of Canada Russell Managed Portfolios/Fidelity* Scotia McLeod Smith Barney* U.S. Bank Wachovia Wachovia Wealth Management Public Alabama Prepaid Affordable College Tuition (PACT) Fund Alabama Trust Fund Alaska Permanent Fund Corporation Alaska Retirement Management Board Australian Government Employees' Superannuation Trust (AGEST)** California Public Employees' Retirement Systems (CalPERS) Cincinnati Retirement System City of Baltimore Employees' Retirement System City of Erie Aggregate Pension Fund* City of Leesburg Retirement City of Milwaukee Employes’ Retirement System City of Woburn Massachusetts Retirement System Colorado PERA Commissioners of the Land Office of the State of Oklahoma Commonwealth of Pennsylvania State Employees' Retirement System (PASERS) Employees' Retirement System of the Government of the Virgin Islands Funds SA** FuturePlus Financial Services Pty. Limited *** H.E.S.T. Australia Ltd.** Indiana PERF Indiana State Teachers' Retirement Fund Metropolitan Washington Airports Authority* Minnesota State Board of Investment Mississippi Health Care Trust Missouri Local Government Employees’ Retirement System (LAGERS) Nebraska Investment Council* Oklahoma Public Employees Retirement System Pennsylvania Public School Employees’ Retirement System Philadelphia Public Employees' Retirement System* Sonoma County Employees' Retirement Association South Carolina Retirement System Southeastern PA Transportation Authority (SEPTA) State Board of Administration of Florida Teachers’ Retirement System of the State of Illinois* Victorian Funds Management Corporation** Vision Super Pty Ltd** Taft-Hartley 1199SEIU Benefit & Pension Funds* A.L.A. Lithographic Industry Pension Plan Automobile Mechanics' Local 701 Pension Fund Boilermakers National Annuity Trust Bricklayers & Allied Craftworkers Local 5 Pension Fund Cement Masons Union Local No. 526 Central Pension Fund of the IUOE & Participating Employers IBEW Local No. 98 Inter-Local Pension Fund of the GCC/IBT* Laborers’ District Council of the Metropolitan Area of Philadelphia and Vicinity Laborers' District Council for Baltimore and Vicinity Local 74 United Services Workers' Union Pension Fund Local 816 Labor & Management Pension Trust Fund North Central States Regional Council of Carpenters' Pension Fund* Media Guild Retirement Plan Operating Engineers' Local 428 Pension Trust Fund* PAMCAH-UA Local #675 Pension Fund Sheet Metal Workers International Association Staff Sheet Metal Workers Local No. 19* Southwest Carpenters Pension Trust Teamsters Local No. 837 U.F.C.W. Pension Fund of Northeastern Pennsylvania U.F.C.W. Regional Pension Fund U.F.C.W. Tri-State Pension Fund United Airlines Pilot Directed Account Plan* Warehouse Employees' Local #169 and Contributing Employers Pension Plan   Turner Mutual Fund Relationships