Contact our technical support help desk at
1.800.366.4673. Representatives are available between
7:00 a.m. to 5:30 p.m. CDT, Monday through Friday.
This website is designed to facilitate the transmission
of mutual fund data, account information and sales
and educational materials to investment professionals.
By accessing this site you are verifying that you are an
A flexible, tax-advantaged 529 plan that allows you to invest for future education goals.
Market Perspective/ 7.16.19
2019 Midyear Global Outlook — Trade in the balance
Economic fundamentals were solid at the start of the year. Could trade disruptions put the economic expansion at risk in the second half of 2019?
Portfolio Perspective/ 7.11.19
Amid the noise, will tech's run continue?
While trade tension and government investigations may create unknowns, the secular drivers of technology and health care are diverse and growing. We believe we are at a unique crossroads as innovation in science and technology converge at an unprecedented pace, which is creating new investable opportunities.
Portfolio Perspective/ 7.03.19
A defensive tilt in market uncertainty
We have shifted the portfolio slightly more defensive, while maintaining exposure to areas we believe should participate in market upside.
Webcasts / 07.12.19
LinkedIn for Lead Generation and Networking with Phil Gerbyshak
Hear from Phil Gerbyshak as he uncovers how to use LinkedIn to generate ideal leads.
Attracting assets in motion
Over the next few decades, client assets currently held by Traditionalists and Baby Boomers will be controlled by Generation Xers and Millennials, reshaping the traditional financial advisor model. Discover how you can plan for each generation.
Why advisors need to understand each generation
Navigating generational differences can be tricky, whether you’re speaking to a younger client or chatting with a long-time client that might be your parents’ age. Knowing each generation can lead to a growing and stable practice.
We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.