In order to use the Investment Professional features, you must log in as an Financial Advisor.
If you do not qualify as an investment professional, please access your account through the Individual Investment portal.
Our Financial Advisor site features provide you with access to materials and information that will enable you to communicate more effectively with your clients.
- Dedicated Relationship Manager
- Fund Analysis – Fund Risk Measures, Fund Up/Down Capture Ratios
- Access To Monthly Holdings And Details For All Funds
- Detailed Product Resources - Fund Process, Manager Profile
- Research – Market Studies,
- Weekly Stock & Bond Market Commentary – Including The Previous 4 Weeks
- Monthly White Papers (includes archived research)
- Quarterly Fund Review – Quarterly Newsletter
Daily NAV & Distributions
Sign Up to receive an email of our quarterly Distributions and our daily NAVs updated
nightly at 7PM EST
- Annual Outlook from Fund Advisor
- Provides recommendation for Investors
- Forecast for Economy, Bonds, Stocks and International
Forms & Reports
a specific form or application?
From Individual Accounts to Corporate Applications, we have them here!