Experience

This list includes clients of Capital Motion and some of the firms with whom the Principal of Capital Motion has been engaged in a professional services capacity at prior professional services firms.

AARP Services

Aetna

AIDS Support Group of Cape Cod

Expert Plan, now Ascensus

Ave Maria Funds/Schwartz Investment Counsel

Azzad Asset Management

Boston Ability Center

Boston Advisors

Calvert

Cause Fund

Citizens Funds

Comerica

Cypress Holding Company

Detwiler Fenton

Empiric Advisors

Fidelity

GE Financial

Highmount Capital

John Hancock

Lewtan Technologies

Lifelock

LPL

Merrill Corporation

MFS

Natixis

NewRiver

North American Funds

North American Management

Old Mutual

Pan American Life

Penn Mutual

PLAN of MA and RI

PNC

Prime Buchholz

PSolve

Putnam

Rampart Investment Management

Saturna Capital

Scudder

Sun America

The Hartford

The Key Idea

Thomson Reuters

TIAA

US Bank

In addition, we’ve spent extended time with these firms in a partnership, assessment, or due diligence capacity.

Blackrock/iShares

Chase Credit Card Services

Deutsche Bank

Morningstar

Schwab

State Street

T Rowe Price

TD Ameritrade