Diversified Financial
Services Firms
AARP Financial
Aetna
CDC IXIS
Evertgreen Investments
Fidelity Investments
GE Financial
John Hancock
MFS
Pan American Life
PNC Bank
Putnam Investments
Scudder
SunAmerica
The Hartford
Specialty & Boutique Firms
Azzad Investment Management
Empiric Advisors
Erskine Family Offices
ExpertPlan
Citizens Funds
Lebed Asset Management
LifeLock
North American Management
Peak Financial Management
Punter Southall
Rampart Investment Management
Schwartz Investment Counsel, Inc.
Wainwright Investment Counsel
Providers to the Industry
Lewtan Technologies
NewRiver
Thomson Financial
*This representative list includes clients of Momentum Partners, LLC or clients for which its pricipals have performed consulting services while associated with other firms.
