Trusted Advice


Given the challenges and opportunities in the market today, trusted advice has never been so important.

We always strive to provide you with solutions-oriented, straightforward and professional advice – at your convenience. Our experienced and knowledgeable Investment Funds Advisors are not commission-based, so you can always count on them to provide objective advice that is tailored to your unique situation. With access to numerous resources, including quarterly economic and capital market updates, and regular webcasts featuring the latest market insights, our advisors are always prepared to respond to your investment needs. Be it a specific inquiry regarding your portfolio or a market-related question you may have, they are just a call away. No question is ever too small.

An Investment Funds Advisor can help you to: 

  • Identify your risk tolerance and personal investment profile
  • Provide concrete investment solutions to complement the analysis of our online calculators and portfolio modeling tools
  • Give easy-to-understand advice and investment information specific to your personal situation

To speak with an Investment Funds Advisor:
Call us at 1.800.661.6141 or
email us at

Learn more about the award-winning mutual funds available to you.

Before purchasing any funds, you should read the Fund Facts document.

Review our policy on unclaimed property or request a search of our confidential database.