Partner with an advisor for ongoing help

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"I'd like to have someone I trust take care of my investments."

Personal attention, broad expertise, exceptional value

If you have $500,000 or more in investable assets, you can establish an ongoing relationship with a financial advisor and be confident of receiving the management you need, the level of control you want, and the personal service you and your family deserve. Our advisors work for you, not a commission, so there's no sales pressure.


Your advantages include:

  • A partnership with a dedicated financial advisor who has earned Certified Financial Planner™ certification.
  • A customized investment program tailored to your risk level and goals, and based on disciplined, time-tested principles rather than the latest market trends.
  • Hard-to-beat value that includes low advisory fees and at-cost* tax-efficient mutual funds.
  • Access to a team of specialists, through your advisor, for more complex situations.

Find out how you can have an ongoing partnership with us.

Call 800-523-7734

Meet with your advisor face-to-face

You can even share documents—from anywhere in the United States. See how »

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