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Some of our Past Clientelle and Research Partners

  • Financial Florida (an industry association of leading banks, securities, and insurance companies)
  • 1st Global
  • 20th Century
  • A G Edwards
  • Advest
  • Advantage Capital
  • AEGON
  • Aetna
  • AIG
  • AIM
  • Alex Brown
  • Alliance Capital
  • AllianceBernstein
  • Allianz
  • Allmerica
  • Allstate
  • American Capital
  • American Century
  • American Express
  • American Funds
  • American General
  • American Legacy
  • American Skandia
  • H D Vest
  • Hartford Life
  • I M & R
  • IDEX
  • ING Group
  • INVESCO
  • INVEST
  • Ivy Mackenzie
  • J J B Hilliard Lyons
  • Jackson National Life
  • Janney Montgomery Scott
  • Jefferson Pilot
  • John Hancock
  • John Nuveen
  • Josephthal
  • Kemper
  • Keyport
  • Keystone
  • Legg Mason
  • Liberty Funds
  • Life of Virginia
  • Lincoln Life
  • LNC Equity Sales
  • Lord Abbet
  • LPL (Linsco Private Ledger)
  • Mainstay Funds
  • Manulife
  • MassMutual
  • UBS
  • United of Omaha
  • Van Kampen (Merritt)
  • Ameritas
  • AMVESCAP
  • AXA Financial
  • B C Ziegler
  • BFDS
  • BISYS
  • Blackrock
  • Cadaret Grant
  • Calvert
  • Chase VISTA
  • CIGNA
  • Colonial
  • Columbia
  • COVA Financial
  • Davis Funds
  • Dain Bosworth
  • Dean Witter
  • Delaware Investments
  • Dimension Fund Advisors
  • Dreyfus
  • DST
  • Merrill Lynch
  • Metropolitan Life
  • MFS
  • MML Investor Services
  • MONY
  • Morgan Keegan
  • Morgan Stanley
  • Mutual Service Corp
  • Nathan & Lewis
  • National Securities
  • Nations Funds
  • Nationwide Financial
  • New England Securities
  • New York Life
  • North American Security
  • Nvest
  • One Group
  • Oppenheimer Capital
  • Oppenheimer Funds
  • P F S Investments
  • PaineWebber
  • Pacific Life
  • PFPC
  • Phoenix Life
  • Pilgrim
  • PIMCO
  • Pioneer Funds
  • Piper Jaffray
  • PLANCO
  • Western Reserve
  • Wheat First
  • WM Group (Washington Mutual)
  • Vanguard
  • Eaton Vance
  • Edward Jones
  • Enterprise Group
  • EQUICO Securities
  • Equitable
  • Essex National
  • Everen Securities
  • Evergreen Funds
  • Federated Investors
  • Financial National Investment Corp (FiNIC)
  • First Eagle
  • Fortis
  • Frank Russell
  • Franklin Templeton
  • FSC Securities
  • GE Financial
  • General American
  • Genworth
  • GNA Securities
  • Goldman Sachs
  • GT Global
  • PRIMEVEST
  • Princor
  • Prudential
  • Putnam Investments
  • Raucher Pierce
  • Raymond James
  • Royal Alliance
  • Safeco
  • Salomon Brothers
  • Securities America
  • Scott and Stringfellow
  • Scudder
  • Security Benefit
  • SEI
  • Seligman
  • Shearson Lehman
  • Smith Barney
  • Sogen
  • State Street Research
  • Stein Roe
  • Strong
  • Sun Life Financial
  • SunAmerica
  • T Rowe Price
  • The Alger Funds
  • The New England
  • The Travelers Ins
  • Thornburg
  • Transamerica
  • Tucker Anthony
  • Wells Fargo Funds
  • Zurich
  • Zweig

 

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