Strategic Alliances

 TD Ameritrade Institutional, a division of TD Ameritrade, Inc.(Nasdaq: AMTD) with a 30 year history of providing securities brokerage services, works exclusively with independent advisors to offer innovative solutions in account management. With its low-cost transactions and sophisticated institutional trading platform, TD Ameritrade offers you the best execution opportunities. Its dedicated institutional client services team and state-of-the-art technology lets you enjoy privileges including smooth account transfers, convenient cash management tools, secured account protection, and 24-hour online account access.

Envestnet, Inc. (NYSE: ENV) is a leading provider of innovative wealth advisory solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet’s technology is focused on addressing financial advisors’ front-, middle- and back-office needs. Envestnet is headquartered in Chicago and oversees more than $139 billion assets. Our strategic partnership with Envestnet enables us to offer you cutting-edge web-based wealth management tools and efficient back office support. It also gives you access to institutional-caliber investment managers at an affordable price through its Managed Account Services.

Ameritas Direct

Variable products underwritten by affiliate Ameritas Investment Corp. (AIC). SPFA is not affiliated with Ameritas or AIC.