As an independent investment management and retirement planning firm, we utilize only third-party financial providers. We do not offer or sell our own proprietary (in-house) products. We have the ability to work with hundreds of investment companies, including (but not limited to) the following:

Alger Funds

Alliance Bernstein

Allianz Life

American Century

American Funds

American General

Artisan

AXA

Baron

BlackRock Investments

Buffalo Funds

Calamos

Calvert

Cohen & Steers

Columbia Management

Compass

Delaware

Dodge & Cox

Dreyfus

Dunham

DWS Investments

Eagle

Eaton Vance

Empiric Funds

Fairhome

Federated

Fidelity

Fidelity Advisors

First American Funds

First Eagle

Forward

Franklin Templeton

Gabelli

GE Investments

Genworth

Goldman Sachs

Guardian/RS Investments

Hartford Mutual Funds

Highmark Funds

Hotchkis & Wiley

ICON Advisors

ING Funds

ING Reliastar

Integrity

Invesco/AIM

iShares

Ivy Funds

Jackson National

Janus

John Hancock

JPMorgan

Lazard

Legg Mason Partners

Loomis Sayles

Lord Abbett

Mainstay Funds

Managers Investment Group

Marsico

Matthews

MetLife

MFS Investment Management

Morgan Stanley

NATIXIS Global Associates

Nationwide Life

Neuberger Berman

Nuveen

Oakmark

Oberweis

Old Mutual

OppenheimerFunds

Optimum

Pacific Life

PIMCO

Pioneer Investments

Principal Funds

Protective Life

Prudential

Prudential/Jennison Dryden

Putnam Investments

Royce

Russell Investments

Rydex Investments

Schwab

Seligman

Sentinel Investments

State Street Global

SunAmerica Mutual Funds

T. Rowe Price

TCW

Third Avenue

Thornburg

Touchstone

Transamerica

Travelers

Van Eck

Virtus Investment Partners

Warburg Pincus

Wasatch

Wells Fargo Advantage Funds

Weitz

Wilmington Trust

Vanguard

Zacks