•Developed strategy and launched program                     •Distribution study for investment management

        to help options industry reach financial advisors               firm moving into the institutional channel

      •New communications and advertising campaign           •Brand study on correspondent clearing firms

        for financial advisory firm                                      

      •Mutual fund and separate account programs at a           •Strategic plan for the mutual funds of an

        major wirehouse for distribution to financial                      institutional global asset manager moving into      

        planners and independent broker-dealers                        the retail channel

      •Competitive analyses of high net worth programs,         •Study of CPA channel to evaluate its potential

        529 plans, and shareholder servicing capabilities           for a new distribution unit at a large financial  

                                                                                                       services firm