• All management advisory fees will be paid through your related Registered Investment Advisor to you as the advisor.



• Click the “View Funds” link to view the funds that are available to the employees. Fill out the Enrollment Form using the CUSIP or ticker symbol so your client's account will have the appropriate funds available.



• We will assist you in developing a fund list and models based on availability.

Here is a Small Sample of Your Fund Choices:



If you do not see a fund or fund family that you would like to use, please Contact Us and we will see if it is available. We currently have access to over 18,000 mutual funds.

Your Third Party Administrator (TPA) solution, using low expense ratio funds,
such as Dimensional Fund Advisors (DFA), Vanguard, among others.