TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Their advanced technology platform allows us to manage our practice most efficiently and effectively. It is through TD Ameritrade Institutional's platform where we manage your mutual fund, ETF and/or separately managed accounts. <<Pending: Schwab Merger>>

Jefferson National works from a steadfast principle: Deliver greater value. They help us take a seat on the client's side of the table to better serve them and help them achieve their financial goals. Their innovative products and services offer simplicity, transparency, lower costs and more choice. It is through Jefferson National's platform where we manage your variable annuity subaccounts.