Illinois Office

References

  
   References & Relationships

Banking:

Union Bank of California
1000 Bayside Drive
Newport Beach, CA 92660
    

Auditors:

Corbin & Company
2603 Main Street, Suite 600
Irvine, CA 92614
  

Clearing Agents - Domestic:

Merrill Lynch/Broadcort
New York, NY 10038

UBS Securities, LLC
Stanford, CT 06901
 

Clearing Agents - International:

Bear Stearns International Portfolio Trading

New York , NY

 

Citigroup Global Markets

New York , NY 10013

 

Credit Suisse First Boston

New York , NY

 

HSBC Securities 
New York , NY 10005  

 

Instinet

New York , NY 10036

 

Lehman Brothers
Jersey City , NJ 07302  

 

Merrill Broadcort Capital 
New York , NY 10038  

 

UBS Securities, LLC
Stamford , CT 06901

 

Dealer Relations: 

(Representative Listing)
Bear, Stearns and Company
UBS Securities
Merrill Lynch Securities
Lehman Brothers
Morgan Stanley and Company
Salomon Smith Barney
Bank of America Securities 
Credit Swiss First Boston 
HSBC Securities
Deutsche Bank Securities
Goldman Sachs
JP Morgan Chase

 

     

Asset Manager Relationships: 

Domestic Managers:

(Representative Listing)  

Ariel Capital Management, LLC.

Alliance Bernstein Investment Management

Batterymarch Financial Management

Brown Capital Management

Delaware Investment Advisors

Denver Investment Advisors

First Quadrant

Legg Mason Capital Management

Mellon Capital Management

State Street Global Advisors

The Boston Company

UBS Global Asset Management

Western Asset Management


  

International Managers

(Representative Listing)  

Arrowstreet Capital

Ballie Gifford & Co.

Bank of Ireland Asset Management

BlackRock Inc.

Capital Guardian Trust Company

Delaware Investment Advisors

Fidelity Investments

Fiduciary/Franklin/Templeton

Lazard Asset Management

Nicholas-Applegate Capital Management

Nomura Asset Management

Oechsle International Advisors

Schroder Investment Management

State Street Global Advisors

UBS Global Asset Management

 

*Additional references available upon request.

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