Investments

Are you happy with the investment options in your Plan?

With us you'll have the ability to choose from over 300 mutual fund families and more than 15,000 no load funds when selecting the core investment options to be offered in your company retirement plans. Why settle for one fund family when you can cherry pick the best funds from a wide array of fund families? How about an individual brokerage account for those participants who want more control? We can do it!

We'll also help you decide which funds to pick ... or pitch? Our sister company, Kerns Capital Management, Inc., offers investment advisory services to plan fiduciaries.