We are very selective about the types of investments we recommend. That’s because we know you’re working to achieve important milestones in your life – and we want to provide what we believe are appropriate investment choices for you.

With thousands of mutual funds and exchange-traded funds (ETFs) to choose from, it can be overwhelming to figure out which ones to buy. That’s where our Mutual Fund Research partner adviser teams comes in. Your financial advisor can use partner mutual fund team’s recommendations to provide mutual fund choices that are appropriate for you.

With the support of our experienced Research team, your financial advisor can provide you with recommendations, regardless of the types of these investments you choose.

We use a disciplined approach to select the stocks, bonds and mutual funds we recommend.

We strive to find those that align with our focus on quality investments, work well together in a diversified portfolio and are compatible with our buy-and-hold philosophy. This gives you and your financial advisor a starting point for choosing investments depending on your goals, situation and the amount of risk you’re willing to take.


Partnering with your financial advisor, you can build a diversified portfolio from a broad universe of quality investments, including stocks, bonds, mutual funds and ETFs.