Diversified Financial Services Firms
- AARP Financial
- Aetna
- CDC IXIS
- Evergreen 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
*This representative list includes clients of Momentum Partners, LLC or clients for which its pricipals have performed consulting services
