Get started with our Turnkey List:

Depending on which custodian you select, Charles Schwab, Matrix or TD Ameritrade, we offer three different Turnkey Fund Lists that have been designed with you, the RIA, in mind:

• "A" Shares at NAV
• No-load funds

View Schwab RIA Fund List               

View Matrix RIA Fund List                 

View TD Ameritrade RIA Fund List     

*Need more customization?

If you are looking to create a customized fund list that goes beyond our Turnkey RIA, you simply need to join our R2R Network and you will be able to pick and choose any of the funds through your choice of custodian.