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Whether you’re a Registered Representative or a Registered Investment Advisor, you will find investments that meet your and your clients’ needs.
Our fund lists feature:
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 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
View our style box for this list
Advisor Select 100bps fund list
View our style box for this list
REGISTERED INVESTMENT ADVISORS (RIA) INVESTMENTS
Schwab Turnkey RIA List 
Matrix Turnkey RIA List
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See fund lists
