12671 High Bluff Drive, Suite 200
San Diego, CA 92130
(800) 269-1903 toll-free
(858) 436-3180 phone
(858) 481-9033 fax
We have agreements with many of the leading mutual fund companies. For example:
• ABN AMRO Funds
• Alger Funds
• Alliance Bernstein 529
• Alpine Funds
• American Century
• American Fund
• American Funds F Shares
• Ameristock Funds
• APT Trust
• Aquila Funds
• Ariel Funds
• Baron Funds
• Black Rock (see State Street Research)
• Brazos Funds
• Bright Directions College Savings (Illinois 529)
• Calamos MF
• Calvert Funds
• CDC Nvest
• Claymore Funds
• CollegeBound (Alliance Bernstein)
• CollegeSense 529 (Evergreen)
• Columbia Funds
• Constellation Funds
• Davis Funds
• Delaware Investments
• Dodge & Cox
• Dreyfus Funds
• Eaton Vance
• Evergreen Funds
• Excelsior Funds
• Fairholme Fund
• FAM Distributors (Arkansas 529)
• Federated Funds
• Fidelity Advisors
• Fidelity Destiny Syst. Invst. Plans
• Fidelity ScholarShare College Svgs
• Fifth Third
• First American
• First Eagle
• First Investors
• FPA Fund Dist
• Frankin Templeton 529
• Franklin Templeton
• Gabelli & Company
• Goldman Sachs
• Guardian Funds (Park Avenue)
• Hancock Freedom 529
• Hartford Funds
• Heartland Funds
• Henderson Funds
• Heritage Funds
• HighMark Funds (SEI)
• Hotchkis & Wiley Funds
• ICAP Funds (Mainstay)
• ICON Funds
• IDEX Funds
• ING Funds
• Invesco
• Ivy Funds
• Jennison Dryden (Prudential)
• John Hancock
• JP Morgan
• Keeley Funds
• Kensington Funds
• Legg Mason
• Loomis Sayles
• Lord Abbett
• Mainstay Funds
• Mairs & Power Funds (Svc Only)
• Managers Funds
• Manning & Napier Funds
• Marsico Funds
• Merit Advisors
• MFS 529 Plan
• MFS Fund
• Munder Funds
• Nakoma Funds
• Nebraska National 529 Advisor College Savings Plan
• Neuberger Berman
• New Alternatives Fund (PFPC)
• Nuveen Investments
• OCM Gold Fund (PIA Funds)
• Old Mutual Investment Partners
• Oppenheimer Funds
• Pacific Funds
• Park Avenue Funds
• Parnassus Investments
• Payden Funds
• Phoenix Funds
• Pimco Funds
• Pioneer Funds
• Principal Mutual Funds
• Profunds
• Prudent Bear Funds
• Prudential Investments
• Putnam Invest & 529
• Quaker Funds
• Royce Funds
• RS Invest
• Rydex Investments
• ScholarsEdge (Oppenheimer)
• Scudder Investments
• Security Benefit Group
• Seligman Funds
• Sentinel Funds
• Smart 529 (WV – Hartford)
• State Street Research
• SunAmerica Chamber Plan
• SunAmerica Funds
• Third Ave. Funds
• Thornburg Funds
• Touchstone Investments
• Transamerica Funds
• Tweedy Browne Fund
• Van Kampen Funds
• Vanguard Funds
• Wasatch Advisors
• Wells Fargo Annuity from Lincoln Life
• Wells Fargo Funds
• Wells S&P REIT Index Fund
• WM Funds
We have agreements with many of the leading annuity and insurance companies. For example:
• AIG American General
• Allianz (VA)
• American National
• Ameritas Life
• AXA Life
• Banner Life
• CUNA
• Forethought
• Great American
• Guardian Life
• Integrity Life
• Jackson National
• John Hancock
• Lafayette Life
• Lincoln Financial
• Mass Mutual
• MetLife Investors
• Midland National
• Minnesota Life
• National Integrity Life
• National Life Group
• National Western Life
• Nationwide Life
• New York Life
• North American Life
• Pacific Life
• Penn Mutual
• Principal Financial Group
• Old Mutual Investment Partners
• Oppenheimer Funds
• Pacific Funds
• Park Avenue Funds
• Protective Life
• Prudential Life
• Reliance Standard
• Sammons Retirement Solutions
• SBLI
• State Life
• Symetra
• The Standard
• Transamerica
• United of Omaha
• Voya
• Western-Southern Life Assurance
• Zurich Life
• Listed
• OTC
NOTE: These are sponsors with whom we have done business in the past, however, we do not necessarily approve every program that they offer. Please check with our marketing department for specific program availability.
• Ares | Black Creek
• Apollo
• Blackstone
• Bluerock
• Cantor Fitzgerald
• Carter Exchange
• Carter Multifamily
• Cottonwood Residential Inc.
• Griffin Capital
• Hamilton Point
• Hines
• iCapital
• Inland Real Estate
• Jones Lang LaSalle
• Mewbourne Oil Co.
• Owl Rock
• Passco
• Peachtree Group
• PIMCO
• RK Properties
• SmartStop Asset Management
• US Energy
• Waveland Energy
• AssetMark
• Beacon Capital Management
• BofI Advisors
• Brinker Capital
• Dunham & Associates
• Envestnet | PMC
• EQIS
• Hanlon Investment Management
• Loring Ward
• Measured Risk Portfolios
• Ocean Park Asset Management
• Weatherstone Capital Management
• Advisors Asset Management
• Alger
• Alliance Bernstein
• Atalanta Sosnoff
• Avatar
• Ave Maria
• BlackRock
• Brandes
• Brandywine
• Calamos
• Capstone
• Clark Navigator
• Cohen & Steers
• Dana
• Davis
• Dorsey, Wright Systems
• Eagle
• Eaton Vance
• Fayez Sarofim & Co.
• Federated
• First Trust
• First Trust / Ibbotson
• Gannett Welsh & Kotler
• Global Capital
• Hansberger
• Hayes
• HighTower
• ICON
• ING
• Invesco
• Janus
• John Hancock
• Kayne Anderson Rudnick
• Lazard
• Lee Munder
• Legg Mason
• Loomis Sayles
• Lord Abbett
• Lotsoff
• Madison
• Mar Vista
• Mastrapasqua
• McDonnell
• McKinley
• MFS
• Miller/Howard
• Navellier
• Neuberger Berman
• Nuveen
• NWQ
• Pioneer
• PMC
• Renaissance
• RNC
• Russell
• SEI
• Sterling Capital
• Stewardship
• TCW
• Thornburg
• Tradewinds
• Trillium
• Victory
• Wells Capital
• Wentworth, Hauser & Violich
• William Blair
• Zacks
Investors should consider the investment objectives, risks, and charges and expenses of the investment company carefully before investing. The prospectus issued by the investment company contains this and other information about the investment company. Contact the investment company to obtain a prospectus. Investors should read the prospectus carefully before investing.
12671 High Bluff Drive, Suite 200
San Diego, CA 92130
(800) 269-1903 toll-free
(858) 436-3180 phone
(858) 481-9033 fax
