Representative clients include:
Adviser Investment Management
Adviser Investment Management is an independent, professional money management firm specializing in Fidelity and Vanguard mutual funds.
Algorithm Trading Solutions
Algorithm Trading Solutions is an institutional broker-dealer that provides clients with algorithmically driven order placement and execution.
Blaylock & Co.
Blaylock & Partners ranks among the leading minority- and women-owned investment firms on Wall Street.
Munder Capital Management
Munder Capital Management is ranked among the top five percent of institutional money managers based on assets under management.
M.R. Beal
M.R. Beal, a leading investment bank specializing in municipal and corporate finance, is ranked among the top 20 underwriters of municipal securities nationwide.
RBC Centura Bank
RBC Centura provides banking, investment, loan, mortgage, life insurance, and other financial products and services to individuals and businesses in the southeastern U.S.
RBC Dain Rauscher
RBC Dain Rauscher, formerly Dain Rauscher Wessels, is a Minneapolis-based stock brokerage firm.
Royal Bank of Canada
Royal Bank of Canada is one of 10 largest financial institutions in North America, and is widely regarded as one of the most technologically advanced in the world.
VantageScore Solutions
VantageScore is the credit scoring model launched by the three national credit reporting companies.
