Investment Platforms


Our services are not restricted or influenced by mutual fund companies, broker/dealers or other financial institutions. Our state-of-the art, daily-valuation platform offers maximum investment flexibility.

Custodial Platforms

ABG Southwest’s daily-valuation clients have the option of choosing from industry-leading custodial partners: Charles Schwab Bank, Matrix Financial and Fidelity. Our open-architecture approach also gives you access to the largest collection of traditional and non-traditional, proprietary and non-proprietary investment options, including:

  • Mutual funds
  • Stable value funds
  • Collective trust funds
  • Exchange traded funds (ETFs)
  • Self-directed brokerage accounts