RETAIL CLIENTS
Retail clients include over 65,000 clients in 56 countries on four continents.

CORPORATE CLIENTS
Personal corporate clients include executives at Kinder Morgan, British Petroleum, Exxon Mobil, Time Warner, Boston Scientific, Medtronic, Covidien, John Deere, Enterprise Partners, Nationwide Insurance, LionRock Capital, Thomson Reuters, and others.

PRIVATE WEALTH INSTITUTIONAL CLIENTS
Private Wealth institutional clients include Morgan Stanley, Merrill Lynch, Wachovia, Royal Bank of Scotland, UBS, Raymond James, Goldman Sachs, Solomon Smith-Barney, VTB Capital, Scotia Mcleod and numerous hedge funds.

PERSONAL, PUBLIC, AND EDUCATIONAL CLIENTS
Personal, public and educational sector clients include members of the State Governments of New Mexico, Maine, Connecticut, Michigan, faculty at Columbia University, Brown University, Cornell University, Georgetown University, Penn State and officials at the Los Alamos National Lab, the Department of Energy, and the Department of Homeland Security.