Third-Party Managers

To keep you ahead of the competition, we feel it is necessary to provide the best of breed product.  As an Investment Advisor Representative, you will have access to the following third party programs:

Third-Party Relationships You Will Have Access To Include:

• BTS Asset Management

• Beacon Capital  ( Dimensional Fund Advisors - DFA )

• Symmetry  ( Dimensional Fund Advisors - DFA )

• AssetMark / Genworth

• Clark Capital Management

• Managers Choice

• Meeder

• ITS Asset Management

• Portfolio Strategies

• SEI

• RTE

• LBS

• Navellier

• Flexible Plan

• Hanlon Investments

• Saratoga Asset Management

• Clark Lanza Skalla

• Horizon Investments, LLC

• Nationwide

• W.E. Donoghue & Co., Inc.

• Assante

• Rochdale Investment Management

• Toews

• Kelmoore SMA