To view samples of the work we've done, click on a document name to launch a PDF File. Adobe Acrobat Reader is required to view all documents. Download it here.  

BNY Mellon Municipal Opportunities Fund Shareholder Report

Citibank Private Bank Global Capabilities Brochure

Dreyfus Appreciation Fund Shareholder Report

Dreyfus/Standish Fixed Income Fund Shareholder Report

Duncan-Williams Private Client Group Brochure

Greenwich Capital Markets Real Estate Finance Brochure

Neuberger Berman Capabilities Brochure

Oppenheimer Gold & Special Minerals Fund Shareholder Report

Oppenheimer Global Strategic Income Fund Shareholder Report

RBS Global Banking & Markets Capabilities Brochure

Safeguard Scientifics Corporate Annual Report

Shenkman Capital Management Newsletter

XTF Separately Managed Accounts Brochure