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