Our fund lists feature:

A choice of custodian
Choose between Charles Schwab & Co., Inc., Matrix or TD Ameritrade 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 list includes mutual funds from 15+ multiple fund families, no-load funds and commissioned brand name funds.

Brokerage accounts
Want more control of your clients’ 401(k) investments? We also offer the option of brokerage accounts with both of our custodians.

REGISTERED REPRESENTATIVE INVESTMENTS

Advisor Choice 50bps fund list

View our style box for this list

Advisor Plus 75bps fund list

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Advisor Select 100bps fund list

View our style box for this list

REGISTERED INVESTMENT ADVISORS (RIA) INVESTMENTS

View Schwab RIA Fund List               

View Matrix RIA Fund List                 

View TD Ameritrade RIA Fund List