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.
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