We invest money for individuals, foundations, non-profits, businesses, municipalities, pensions, and 401(k) / 403(b) plans.
As of June 30, 2022, we have $526,988,234 under management for 1061 clients1.
Our growth history:
1. Number of clients includes both persons in a couple if each person has account(s) in his/her name.
Map updated as of 07/15/2022.
