Discipline, Experience, Knowledge
Disciplined, time-tested strategies are applied in managing the portfolios of each fund according to the stated fund objectives, while also managing the inherent risks of investing. The disciplined strategies involve digging into the details in order to capture information from a wide range of sources, and to assess both potential volatility and investment opportunities.
Experience acquired over many years is drawn upon by the investment professionals managing fund assets as they analyze securities, observe the effects of market and economic cycles, and identify risks and opportunities among a variety of investment alternatives. These professionals bring the experience gained over their long careers to the task of serving fund shareholders every day.
Knowing what you own, and why you own it, is the basis of a successful investment strategy. Our municipal bond fund investment managers and analysts are locally-based in the states where they invest, which provides a distinct advantage that is a hallmark of the Aquila Group of Funds tax-exempt investment process. The high-yield corporate bond and equity managers and analysts conduct detailed initial and on-going research in order to clearly understand the full corporate capital structure of a company, as they seek to identify opportunities in both the bond and stock markets.
Our team’s mission is to support financial professionals with insurance planning (Annuities-Life Insurance -Long-Term Care). Our approach is designed to seamlessly implement a client centric experience so advisors can accelerate meaningful conversations aimed at strengthening a client’s financial plan. By integrating optimal insurance strategies into strategic holistic planning, we can accelerate an advisor’s due diligence process, saving them time. Our team’s service develops, implements, and monitors time-tested strategies designed to leverage insurance-based solutions to achieve a client’s individual financial goals.
From defined benefit plans for 1 person businesses to 401(k) plans for hundreds of employees, we help businesses save taxes, time, and money. Clients and advisors benefit from our trusted expert guidance of cost-saving customized solutions delivered with responsive personalized service. Compensation Planning is a friendly local Third-Party Administrator (TPA) that designs and administers almost 1,000 qualified retirement plans and is here to help.
From large institutions to individual investors, each of our clients wants the same thing. To achieve their financial goals. And for more than 75 years, we’ve helped them do exactly that. Everything we do at Franklin Templeton is focused on delivering our clients better outcomes. And that’s why millions of clients in more than 155+ countries have entrusted us with their investments, making us one of the world’s largest independent asset managers.
Jackson® is committed to helping clarify the complexity of retirement planning—for you and your clients. Our range of annuity products, financial know-how, history of award-winning service†, and streamlined experiences strive to reduce the confusion that complicates your clients’ plans. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow.
LoCorr Funds is committed to providing liquid investment alternatives that will produce returns independently of those generated by traditional asset classes, such as stocks and bonds. As the name “LoCorr” implies, low correlation is a key tenet in portfolio risk management.
For nearly 100 years MFS’ mission statement has been to provide long-term value on behalf of our clients. We offer a multitude of active mutual fund portfolios along with timely intellectual capital and an entire library of programs to help advisors build and fortify relationships with their clients.
The Moody Street Group, LLC, a General Agency of the Companies of OneAmerica®, offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners. The Mission of the Moody Street Group, LLC, is to assist clients in reaching their personal and business goals and helping to secure their financial future with appropriate financial services based on their needs and values. We are an organization committed to excellence in serving our clients with Creative Values-Based Financial Strategies.
Pacific Life is a 150-year-old mutual insurance company. We offer a wide array of retirement solutions to meet your clients needs. Variable annuities with protection and lifetime income strategies, fixed, index and immediate annuities as well as highly ranked corporate bond mutual funds. We have award winning customer service for our advisors and investors.
Established in 1971, PLAN is a professional trustee for Special Needs Trusts providing quality trustee/fiduciary services to individuals and their families through sound and thoughtful trust administration and compassionate, caring social service support.
Principal provides comprehensive solutions for individuals and small businesses. Principal’s product portfolio includes traditional Group Benefits, as well as Executive Benefits using individual Disability and Life Insurance.
Industry leader in all aspects of college planning, education loan lending, refinancing high interest education loans, student loan repayment benefit, and tuition assistance administration.
Washington Trust Wealth Management has been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century. Our group has developed a unique approach to holistic wealth management that includes customized financial planning, broad investment management capabilities, and full trust services.