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The following organizations serve as distributors for the fiduciary handbooks and SAFEs.

Alpha Wealth Strategies

www.alphawealthstrategies.com

Ardor Fiduciary Services, Ltd.

www.prudentfiduciary.com

Bruton Financial Partners, LLC www.brutonfinancial.com

BST Retirement Services, LLP

www.bstco.com

Charles Schwab & Co., Inc.

www.schwab.com

Charles Stephen & Co., Inc.

www.charlesstephen.com

Chubb Group

www.chubb.com

Comerica, Inc.

www.comerica.com

Commonfund

www.commonfund.com

Cornerstone Advisors Asset Management, Inc.

www.cornerstone-companies.com

Delaware Investments

www.delawareinvestments.com

Federated Investors

www.federatedinvestors.com

Freund & Co. Investment Advisors, L.C.

St. Louis, MO

Gartmore Global Investments

www.gartmore.us

Halbert Hargrove

www.halberthargrove.com

The Broker-Dealers of ING

www.ingadvisors.com

Ingham Group

www.ingham.com

Inspired Capitalworks

www.inspiredcapitalworks.com

Lindner Capital Advisors

www.lcaus.com

Managed Accounts Consulting Group of Prudential Investors

www.managedaccounts.com

Managers Investment Group

www.managersinvest.com

McKinley Carter Wealth Services

www.mc-ws.com

Midwest Fiduciary

www.midwestfiduciary.com

National Association of College and University Business Officers (NACUBO) www.nacubo.org

Plante Moran Financial Advisers

www.pmfa.com

Sheridan Road Financial

www.sheridanroad.com

Silver Oak Wealth Advisors, LLC

www.silveroak.com

Sprinkle Financial Consultants, LLC

Scott@sprinklefinancial.com

Stanton Group

www.stanton-group.com

Thornburg Investment Management

www.thornburginvestments.com

Victory Asset Management Co., Inc.

www.victoryasset.com

Wealth Management Strategies

www.wealthdirection.com

Wharton Advisors

www.whartonadvisors.com

 

If you are interested in becoming a distribution partner, you may request a sample Distribution Partner kit.

View how the Distribution Partner list appears in the handbooks.

View the Distribution Partner agreement.