Our open-architecture daily trading solution called Gazelle easily integrates with payroll exports, 3(38) managers and fee based investment advisor payments.
Investments that produce revenue sharing are used to offset costs associated to the retirement plan.
6,000 Investment Options
Institutional Mutual Funds
Exchange Traded Funds (ETFs)
Target Date Funds
Click the link below. Select Price Quote and/or Service Inquiry. Select a person under Select Staff. Select a day and time that works for you. Please note that times are displayed in Central Time.