"We believe that active management focused on fundamental research and bottom-up security selection applied by properly motivated teams of skilled and experienced people will add value over time."
Our Clients
REPRESENTATIVE INSTITUTIONAL CLIENTS
Angelo State University
Aurora Health Care
Betty Ford Center
Board of Higher Education and Ministry of the United Methodist Church
Citigroup Institutional Trust Company
Florida State Board of Administration
Hamill Foundation
Hess Corporation
Houston Grand Opera
Kelly Gene Cook, Sr. Charitable Foundation, Inc.
Methodist Hospital
Montana Board of Investments
Pacific Life Insurance Company
Principal Financial Group
Roman Catholic Diocese of Orange
Santa Barbara Museum of Art
Santa Clara University
Southwestern University
Stewart Title
Texas Medical Association
Texas Woman’s University
The Community Foundation of Louisville
The Leukemia & Lymphoma Society
Trull Foundation
University of Dallas
University of San Francisco
Ventura County Community Foundation
Wortham Foundation
It is not known whether the listed clients approve or disapprove of the advisor or the advisory services provided. This is a list of tax-exempt clients of the firm whose investment management is a matter of public record, selected because it was believed that their names would be recognized by prospective clients, without regard to performance-based criteria.
Vaughan Nelson Investment Management
600 Travis Street, Suite 6300
Houston, Texas 77002-3071
Toll Free: (888) 888-8676 Main: (713) 224-2545 Fax: (713) 247-9534
Copyright © 2008 Vaughan Nelson Investment Management, L.P.
All Rights Reserved