Representative Clients
(Investment Grade and High Yield)
as of September 30, 2011

Alabama Trucking Workers Comp Funds
Angelus Rosedale Pre-Need Tr. (California)
Angelus Rosedale Cemetery Perpetuity
Birmingham Jewish Foundation
Broadhead Limited Partnership
Building Trades Health/Welfare Benefit Fund
Cincinnati Equitable Insurance Company
City of West Haven Police Pension
City of Newton Falls
Dillon Foundation
Diocese of Ft. Wayne
Green Acres Foundation
Harkness Foundation
Indian Hill Exempted Village School District
NANA Regional Corp (Alaska)
National Christian Charities
Ohio Bar Liability Insurance Corporation
Parkland Investments
St. Joseph Hospital Foundation
Stewart Memorial Community Hospital
Tatitlek Settlement Trust (Alaska)
Teamsters Local 97 (Taft-Hartley)
Ward Trucking Defined Benefit Pension
The YMCA of Greater New York

1 Largest institutional clients; not based on performance criteria. It is not known whether these clients approve or disapprove of CAM or the advisory services provided.