Clients

Marketing Matters works with a broad range of financial services organizations:

Registered Investment Advisors

10 Star Asset Management, Carlsbad, CA
Ascend Advisory, Dublin, OH
Atlas Brown, Louisville, KY
Capstone Asset Management, Houston, TX
Comprehensive Investment Management, Doylestown, PA
Cox Capital Management, Andover, MA
Family Asset Management, Charlestown, SC
Heartwood Investments, Waterloo, IA
Heck Capital Advisors, Rhinelander, WI
Hugh Johnson Advisors, Albany, NY
Jacob William, Timonium, MD
North American Asset Management, Boston, MA
Peddock Capital Advisors, Braintree, MA
Private Capital Group, West Hartford, CT
Processus Wealth & Capital Management, Brentwood, TN
Resources Management Corp, Hartford, CT
Siharum Advisors, Boston, MA
Sensible Financial Planning, Waltham, MA
The 1911 Trust Company, Beverly, MA
Timber Creek Capital Management, Boston, MA
Walden Capital Advisors, Bala Cynwyd, PA
Washington Wealth Advisors, Falls Church, VA
Weber Asset Management, Hyde Park, NY


Investment Management and Mutual Fund Companies

AARP Financial, Tewkesbury, MA
Barclays Global Investors, San Francisco, CA
Credit Suisse, New York, NY
Federated Services Company, Pittsburg, PA
Fidelity Investments, Boston, MA
Goldman Sachs, New York, NY
Ivy MacKenzie Funds, Boca Raton, FL
State Street Global Advisors, Boston, MA


Retirement Plan Providers/Consultants

AIG/VALIC, Houston, TX
Alliance Benefit Group, Kansas City, MO
DC Advisors, Minneapolis, MN
Fidelity Workplace Services, Boston, MA
First Niagara Benefits Consulting, Rochester, NY
Hewitt, Chicago, IL
ING, Hartford, CT
Lincoln Financial Group, Radnor, PA
Mutual of Omaha, Omaha, NB
New York Life Retirement Plan Services, Westwood, MA
TIAA-CREF, New York, NY


Banks/Trust and Insurance Firms

Bank of New York, New York, NY
John Hancock, Boston, MA
National Advisors Trust Company, Overland Park, KS
State Street Corporation, Boston, MA