Membership has its perks!

Whether you’re a member of a big-box wholesaler or an elite RPAG member, access to low-cost products comes with the “card.” While we’re not serving up samples in the aisle and dollar-fifty dogs, we are serving up exclusively priced investments from the industry’s top fund managers. Our robust suite of single manager, core lineup CITs are available on just about every provider platform and are 25% less expensive on average than their mutual fund equivalent.

Exclusively priced CITs from our industry leading fund partners.

Discounts

15-50% Discounts on Top Funds

No Plan Asset Minimums

No Plan Asset Minimums

Multiple Share Classes

Multiple Share Classes

Tickers Available

Tickers Available

Easy Adoption

Easy Adoption

Simple Naming

Simple Naming

Top Managers

Top Managers