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Assets Managed by Client Category
As of 6/30/2010 | Number Accounts | Assets $ Million | Corporate ERISA | 53 | $1,534.2 | Corporate Non-ERISA | 7 | $79.2 | Public | 16 | $522.9 | Taft Hartley | 13 | $357.7 | Endowment | 11 | $68.9 | Foundation | 15 | $104.7 | Mutual Fund | 5 | $1,570.7 | Commingled | 1 | $27.4 | Individual/Family | 19 | $583.0 | Total | 140 | $4,848.7 M |
Assets Managed by Strategy | As of 6/30/2010 | Number of Accounts | Assets $ Million | | Large Cap Growth | 48 | $2,009.5 | | Focused Growth | 8 | $381.3 | | Mid Cap Growth | 5 | $727.8 | | Small Cap Growth | 72 | $1,202.6 | | Micro Cap Growth | 6 | $83.5 | | Total | 139 | $4,404.7 M |
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