COMPLETED ASSIGNMENTS:

• Distribution study for investment management firm moving into the institutional channel.

• New communications and advertising campaign for financial advisory firm.

• Strategic plan for the mutual funds of an institutional global asset manager moving into the retail channel.

• Mutual fund and separate account programs at a major wirehouse for distribution to financial planners and independent broker-dealers.

• Competitive analyses of high net worth programs, 529 plans, and shareholder servicing capabilities.

• Brand study on correspondent clearing firms.

• Creation and implementation of marketing plan for Internet site targeting small businesses.

• Study of CPA channel to evaluate its potential for a new distribution unit at a large financial services firm.

CLIENT LIST:

• AtYourBusiness.com                                                 
• BBD Beyond                                                             
• Carpenter Group        
• Corporate Insight                                                       
• Financial Market Research                                         
• General Electric                                                         
• HNW                                                                         
• JP Morgan Fleming                                                    
• Maritz Learning
• Morgan Stanley
• Nashville Capital Corporation
• Neuwirth Research
• Prudential
• T. Rowe Price
• UBS
• Worldly Investor.com