Whether you are a Registered Representative or a Registered Investment Advisor, you will find different fund lists that allow you to meet your clients' needs as well as your own.

Find out which fund list is right for you:

I'm a Registered Representative

I'm a Registered Investment Advisor

Flexible fund lists for all types of advisors

A choice of custodian
Choose between Charles Schwab & Co., Inc. or Matrix as your custodian.

Customized fund list option
Create your own customized fund lists and models through our easy-to-use Web site.

Multiple fund families
Our turnkey fund lists include mutual funds from 15+ multiple fund families, no-load funds and commissioned brand name funds.