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To provide our representatives the freedom to run their business the way they choose, empowering them to do what's best for their clients.
     
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Mutual Funds
 
 

Mutual Funds Available in Brokerage Accounts at National Financial

ePLANNING has selling agreements with the following companies:

ABN AMRO
Absolute
Accessor
Adams Asset
Adelante
Advantage
Advisor One
AFBA 5Star
AHA
Aim
Al Frank
Alger
Allegiant
Alliance
Alpha Hedge
American Beacon
American Century
American
AmeriPrime
AMIDEX35
Aquilla Group
Arbitrage
Arrow
Asset Management
Atlantic Whitehall
AXA Enterprise
Baird Mutual
BB & T
BBH
Berwyn
Biltmore
Biondo
Blackrock
BNY Hamilton
Bogle
Boston Partners
Boyar
Brandes
Brandywine
Brazos
Bridgeway
Brown Capital Mgt.
Brown IA
Burnham
Calamos
Caldwell & Orkin
California Investment
Calvert Group
Capital Advisors
Capstone Advisors
Catholic Equity
Causeway Capital
Century
Church Capital
Claymore
Clearwater
CM Advisors
CNI Charter
Cohen & Streers
Colorado
Columbia Funds
Commerce Capital
Commerce
Concorde
Conegstoga
Constellation
Core
Crawford
Credit Suisse
CRM
Cullen
Davis
Delaware
Diamond Hill
Direxion
Dodge & Cox
Domini
Dreyfus
Duncan Hurst
Dupree
DWS
EII Realty
Eastern Point
Eaton Vance
Evergreen
Excelsior
Fairholme
FFTW
Federated
Fidelity
Fidelity Advisor
Fifth Third
Financial Square
First American
First Eagle SoGen
Flex
Forum
Forward
FPA

Franklin Templeton
Frontegra
Gabelli
Galaxy
Gardner Lewis Chesapeake
Gartmore
GE
GJMB
GKM
Glenmede
GMO Trust
Granum
Guardian
Guidestone
Hallmark
Hancock Horizon
Harbor
Harding Loevner
Harris Insight
Hartford
Henderson
Heritage
Highmark Pointe
Hillman
Hotchkis & Wiley
Huntington
Hussman
ICM
ICON
IDEX
ING
Integrity
Iron Market
Ironwood
ISI
IXIS Asset Mgmt.
Ivy
J.P. Morgan
Janus Advisor
Janus Aspen
Janus
Jennison Dryden
Jensen
John Hancock
Johnson
Jordan
Julius Baer
Jundt Associates
Kalmar
Keeley
Kelmoore
Kensington
Keystone
Kinetics
Kobren Insight
Kopp
Laudus Rosenberg
Lazard Funds
LEADER
Legg Mason
LKCM
Longleaf Partners
Loomis Sayles
Lord Abbett
LSV
Mainstay
Managers
Marshall
MassMutual
Mater’s Select
Mastrapasqua
McMorgan
Meridian
Metropolitan West
MFS
Midanek
Midas
MMA Praxis
Monetta
Morgan Stanley Inst.
MTB
Munder
Navellier Millenium
Neuberger Berman
New Alternatives
Nicholas/Applegate
Nicholas
North Track
Northeast Investors
Northern
Numberic
Nuveen
Oberweis
Ocean StateTax Exempt
OCM
Old Mutual
Olstein
Oppenheimer
Oriental

Osterweis
Pacific Advisors
Pacific Capital
Pacific Life
Parnassus
Pax World
Payden
Penn State
Perkins
Phoenix
PIA
PIMCO
Pioneer
Polaris Global
Popular
Presido
PrimeCap Odyssey
Pricipal
Proactive Asset Allocation
Professionally Managed Portfolios
Profit
ProFunds
Provident
Prudent Bear
Putnam
Quaker
Rainier
Reich & Tang
Reserve
Riversource
RMK Select Leader
Rochdale Investment Trust
Roxbury
Royce
Rydex
Sanford Berstein
Santa Barbara
Saratoge Advantage
Satuit Capital
Schroder
Schwab
Schwartz
Security
SEI
Selected
Seligman
Sentinel
Shepard
Sincere Advisor
Sound Mind
Sparrow
Sparx
SSgA
Stephens
Steward
STI Classic
Stock Dividen
Stoneridge
Stratton
Summit
SunAmerica
Synovus
T. Rowe Price
Tamarack
TCM
TCW Galileo
Texas Capital
TFS Capital
Third Avenue
Thornburg
TIAA-CREF
Timothy Plan
Tocqueville
Torray
Touchstone
TransAmerica Premier
Turner
Tweedy Browne
U.S. Global Investors
UBS
UMB
Van Eck Global
Van Kampen
Vanguard
Vintage
W & R
Weiss
Weitz
Wells Fargo
Wells Real Estate
Western Asset
Westport
WHG
Williamsburg
Wilmington
Wilshire Target
Wisdom
WM
World
Yield Quest

 
 
 

Mutual Funds Available in Direct Agreements with ePLANNING Securities

ePLANNING has selling agreements with the following companies:

AIM/Invesco
Alger
Alliance Bernstein
ALPS
American Century
American
American Skandia Advisor Funds
Amerindo
Ariel
Berger
Blackrock
Boston Partners
Brinson
Calvert Group
Chase Vista
Citizen
Cohen & Steers
Columbia Funds
Commonwealth Capital Securities
Conseco
Davis Distributors
Delaware
Dodge & Cox
Domini
Dreyfus
Eaton Vance
Enterprise
Evergreen
Federated
Fidelity Advisor Funds
First American
First Eagle SoGen
First Funds
First Investors Corp
Firsthand
First Trust
Forward

Founders
Franklin Templeton
Fremont
Gabelli
GAM
Goldman Sachs         
Hancock
Hennessy
Highmark
IDEX
IMS Mutual Funds
ING Pilgrim
Investec/Guinness Flight
INVESCO
Ivy
Jackson National Life Investor Series
J.P. Morgan
John Hancock 
Kaufmann
Lexington
Liberty
Lindner
Loomis Sayles
Lord Abbott
Marsico Investment Fund
MFS
Montgomery
Munder
Nations
NIKE Securities
Nuveen
Oppenheimer
Pacific Life
Parnassus Investments

Payden & Rygel Investment Group
Phoenix
PIMCO
Pioneer
Premier Fund Services
Principal Family
ProFunds
Prudential
Putnam Investments
Royce
RS Investment Management
Rydex Funds
Safeco
Scudder/Kemper Investments
Seligman
Sentinel
State Street
Stratton Management
Strong
SunAmerica
Thornburg
Touchstone Securities, Inc.
Transamerica
U.S. Global Investors
Van Eck
Vanguard
Van Kampen
Van Wagoner
Warburg Pincus
Wells Fargo Fund Trust
Westcore
WM Group of Funds

 
     

ePLANNING believes all of our product lists are to up to date but can not guarantee their accuracy as selling agreements can be added or voided at any time without notice. Please feel free to contact the Operations dept at 888-815-1000 to determine the status of any particular product that you may have interest in.

     
ePLANNING Securities, Inc.
ePLANNING Securities, Inc., Copyright © 2006 All Rights Reserved.
Securities offered through ePLANNING Securities, Inc., Member FINRA/SIPC.
Investment Advisory Services offered through ePLANNING Advisors, Inc., a Registered Investment Advisor.