Business Partners

"Our goal is to work with high quality companies to achieve great service and performance while striving to reduce risk to best serve our clients' individual investment and insurance needs."

AIM
American Funds
BTS Management
(third party money manager)

Eaton Vance 
Fidelity Advisor
Hanlon Investment Management (third party money manager)

Hartford 
Lincoln Financial Distributors
MFS
Oppenheimer
PIMCO
Potomac Fund Management
(third party money manager)

Sun Life
U.S. Charitable Gift Trust
Selected others