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Investment Options

You've made the choice to take control of your retirement future by rolling overyour retirement assets or contributing to your earnings into a tax-saving, investment earning IRA. Congratulations! This is often the first step towards a stable, relaxing and happy retirement.

But, there are several different types of IRAs. Do you choose a Traditional IRA or a Roth IRA? How about a SEP or a SIMPLE IRA? Do you want an IRA with an "Aggressive Investment Portfolio" or do you have little tolerance for risk? What are the right choices for you?

That's where we come in. Our expertise is helping you choose the best IRA for your unique situation. We'll guide you through the process of selecting and opening your new IRA.

Carefully-screened investment options
How do we choose the investment options that we make available to you? All funds are screened using performance criteria that analyze investment performance, expenses and manager tenure before they are offered to you. We believe that screening funds and providing a top quality investment option comprised of no-load funds provides you with a simple and easy way to grow your retirement. You can choose among funds from all asset classes as well as target date funds (for those desiring a more managed solution).

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All of the funds that we offer are:

  • Traded without an upfront, level or back-end sales load.
  • Provided with no transaction fees for subsequent transfers or rebalancing.
  • Screened and monitored using quantitative performance criteria which assesses investment performance, style consistency, expenses and manager tenure
  • Diverse investment options including stock funds in the Large, Medium and Small cap domestic sectors, International funds, and bond funds with various levels of risk and duration.
  • Available with 24/7 account access through the Internet and via voice response.

Ready to get started?
You can open an IRA account with us within minutes online. Our step-by-step system provides you with help and guidance throughout the process. Or, you can call our highly-trained, IRA Customer Service Representatives. They are available 7 days a week to explain your investment options, answer your questions and help establish your new IRA account.

Can someone manage my funds for me?
If you want to have an investment company manage your portfolio based on a target date for retirement, you can select from screened target date funds.

Whatever method you want to utilize to select investments, know that all mutual funds are screened and monitored using quantitative performance criteria, which assesses investment performance, style consistency, expenses and manager tenure.

For a list of funds, click here.

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