You can be confident that we understand your business
We have worked with a wide variety of investment organizations and look forward to helping you maximize your greatest assets…your people.
Representative Client List
(partial)- Altfest Personal Wealth Management
- Ameriprise
- American Beacon
- Ariel Capital
- Barron’s Magazine
- Brandes Investment Partners, LP
- CFA Institute*
- City National Bank
- Clifford Swan Investment Counsel
- Convergent Capital Management
- Convergent Wealth Advisors
- Guggenheim Partners
- Hamilton Capital
- Investment Adviser Association
- Integra Capital
- Matthews Asia
- Merrill Lynch
- Mid-Continent Capital
- MKP Capital
- Morgan Stanley Smith Barney
- NAPFA
- Northern Trust Global Investments
- Neuberger Berman
- Ohio State Fisher College of Business
- PAICR
- ProFund Advisors LLC
- Progress Investment Mgmt
- Prudential Asset Mgmt (Asia)
- SEI
- SKBA Capital Management
- Research Affiliates
- Standish Mellon
- State Street Global Advisors
- Teacher Retirement System of Texas
- Tolleson Wealth Management
- UBS
- Wells Fargo Advisors
- William Blair & Company
- The World Bank
*AUMAUMPARTNERS has also presented at
CFA Institute and CFA Society events