Clients

Charnley & Røstvold works exclusively with investment management firms and pension consultants. We deliberately work with a limited number of clients - typically only 10 to 12 in a year, including our retainer relationships. By serving only a few, we can help to ensure our clients are in the strongest competitive position possible.

During our more than 30-year history, we have had the pleasure of serving nearly 200 different investment and pension consulting firms. Our client list has personified diversity in terms of:

Type - Clients have included independently owned firms, trust companies, wholly owned subsidiaries, limited partnerships, insurance companies, banks and brokerage firms, pension consultants and wealth management consultants.

Size - Our clients have ranged from start-up firms with zero assets under management to the largest organizations with hundreds of billions in assets under management. Start-up firms over the years include Nicholas-Applegate Capital Management, Dimensional Fund Advisors and MetWest Capital Management. Representative clients are:

Cadence Capital Management
Capital Guardian Trust Company
Chandler Asset Managment,
Inc.
Credit Suisse Asset Management
Dimensional Fund Advisors, Inc.
ICMA-RC
Jennison Associates LLC
MetLife Asset Management

(formerly Metropolitan Life Insurance Co.)

Metropolitan West Asset
Management

Metropolitan West Capital
    Management, LLC
Nicholas-Applegate Capital
   Management
NWQ Investment Management
    Company
Peregrine Capital Management
Reich & Tang Capital
    Management
Russell Investment Group

(formerly Frank Russell Company)

UBS Asset Management
U.S. Trust Company of New York

Phases - We have worked with start-up firms, turn-around situations, new product development and industry leaders.

Geography - We have worked with clients throughout the U.S., Canada, Europe and Asia.