Investment Platforms

Independence

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