Mutual funds are one of the most effective long-term savings vehicles. Mutual funds are a great way to "become an owner, not a loaner." They give average families access to an investment vehicle with the potential to minimize risk through professional management and diversification.*

There's some risk involved with investing in mutual funds, but to play it safe will earn you a salary. Take risks and you will create wealth!

*Diversification does not guarantee a profit or protect against loss.


A managed account is accessed through an investment platform. The platform typically offers access to actively managed investment models comprised of securities selected by investment professionals.


Variable & Fixed Annuities

  • Variable annuities are long-term contracts between an individual and an insurance company. Variable annuities contain both investment and insurance features and are designed specifically for retirement.
  • Fixed annuities are long-term contracts between an individual and an insurance company. Fixed annuities provide a fixed rate of return that is guaranteed by the issuing company.

401(k), 403(b) and 457(b) Plans

Plans are individual and employer-sponsored retirement plans that grant employees the opportunity to contribute a portion of their salary on a tax-deferred basis into investment vehicles, such as mutual funds and annuities.

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Investments in annuities are not FDIC insured or bank-guaranteed and may lose value. Guarantees offered in fixed annuities are subject to the claims paying ability of the issuing insurance company.
Variable annuities are subject to market risk, including the possible loss of principal. Variable annuities are sold by prospectus only.
All investments are subject to risk, including the loss of principal. It is important to remember that there are risks inherent in any investment and that there is no assurance that any money manager, mutual fund, asset class, style or index will provide positive performance over time.
Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund prospectus and or summary prospectus, which may be obtained through your financial advisor or by calling the fund or by visiting the fund's website. Please read each fund's prospectus carefully before investing.