Vaughan Nelson Investment Management

"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."

Representative List of Institutional Clients

Non-Profit
Aurora Health Care
Betty Ford Center
Board of Higher Education and Ministry of the United Methodist Church
Hamill Foundation
Houston Grand Opera
Humphreys Foundation
Methodist Hospital
Roman Catholic Diocese of Orange
Santa Barbara Museum of Art
Santa Clara University
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
Wortham Foundation

Public
City of Minneapolis
Cobb County Employees' Retirement System
Florida State Board of Administration
Kansas City Police Employees' Retirement System
Montana Board of Investments
Nebraska Public Power Employees' Retirement System
School Employees' Retirement System of Ohio

Corporate
Baxter International
Bristol-Myers Squibb
Chevron
Hess Corporation
Principal Financial Group
Raytheon Company
Stewart Title

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.