July 24, 2008
Our Clients
As of
June 30, 2008
*Assets Under Management
by Account Type
Public Funds
31 %
$ 213
Insurance Companies/Banks
2 %
$ 16
Corporate/Pension
19 %
$ 131
Taft - Hartley
32 %
$ 219
Endowments & Foundations
8 %
$ 52
Funds
2 %
$ 13
Individuals
6 %
$ 40
Total Assets (millions)
$
684
*Click on pie chart sections to view details
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