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Financial Planners, you can now subscribe to receive daily email alerts notifying you of financial activity in your clients' accounts. To subscribe, log into AdvisorCentral and select the "Click here to Subscribe / Edit Financial Activity Email Alerts" hyperlink. Your client list will automatically be sorted to show which clients had the most recent financial activity. For Investment Professional Use Only.

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pif.com pif.com

Ultrashort Duration Bond Portfolio - Plan Investment Fund

http://pif.com/05.html

This portfolio seeks total return consistent with current income and capital preservation by investing primarily in a diversified portfolio of investment-grade debt securities. The Ultrashort Duration Bond Portfolio is not a money market fund. Investors may open an account with the Fund by obtaining an account application from the Fund's administrator, BCS Financial Services Corporation, by calling (800) 621-9215. Minimum initial investment $1,000,000 (may be waived by the Fund). PETER S. KAPLAN. And a l...

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Ultrashort Duration Government Portfolio - Plan Investment Fund

http://pif.com/04.html

This portfolio seeks total return consistent with current income and capital preservation by investing primarily in U.S. government securities and U.S. government agency securities. The Ultrashort Duration Government Portfolio is not a money market fund. Investors may open an account with the Fund by obtaining an account application from the Fund's administrator, BCS Financial Services Corporation, by calling (800) 621-9215. Minimum initial investment $1,000,000 (may be waived by the Fund). And a lower r...

bridgeway.com bridgeway.com

Mutual funds - Bridgeway

https://www.bridgeway.com/strategies/mutual-funds

Mutual Funds Performance Summary – Month End. Mutual Funds Performance Summary – Quarter End. Marketing and Client Service. Blue chip 35 index. Omni tax-managed small-cap value. Blue chip 35 index. Mutual Funds performance summary. Cost Basis Reporting Frequently Asked Questions. Bridgeway believes that a disciplined, statistical process grounded in academic theory and fundamental data over long periods of time drives success in long term investing. WANT TO LEARN MORE? SIGN UP FOR OUR NEWSLETTER.

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Omni - Bridgeway

https://www.bridgeway.com/strategies/mutual-funds/omni

Mutual Funds Performance Summary – Month End. Mutual Funds Performance Summary – Quarter End. Marketing and Client Service. Blue chip 35 index. Omni tax-managed small-cap value. Blue chip 35 index. Mutual Funds performance summary. Cost Basis Reporting Frequently Asked Questions. DESIGNED TO PROVIDE ASSET CLASS EXPOSURE. OMNI FUNDS STRATEGIES TO PROVIDE ASSET CLASS EXPOSURE. Broad diversification within an asset class. Risk premium exposure with low tracking error. Based on academic research. Statistical...

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Quarter-End Performance - Bridgeway

https://www.bridgeway.com/strategies/quarter-end-performance

Mutual Funds Performance Summary – Month End. Mutual Funds Performance Summary – Quarter End. Marketing and Client Service. Blue chip 35 index. Omni tax-managed small-cap value. Blue chip 35 index. Mutual Funds performance summary. Cost Basis Reporting Frequently Asked Questions. Bridgeway believes that a disciplined, statistical process grounded in academic theory and fundamental data over long periods of time drives success in long term investing. WANT TO LEARN MORE? SIGN UP FOR OUR NEWSLETTER.

investment-professionals.dreyfus.com investment-professionals.dreyfus.com

Manage Client Accounts

https://investment-professionals.dreyfus.com/accounts-services/client-accounts/index.html

Why Invest With Us. A BNY MELLON COMPANY. Financial Advisors can access their book of business through the link below. This includes accounts formerly serviced by DST Vision. If you have questions, please call 1-800-346-3621. Is a service offered by AdvisorCentral LLC. Dreyfus is not responsible for the content on AdvisorCentralTM. Any comments or questions should be directed to AdvisorCentral LLC. For more information, please visit the company's Web site at www.advisorcentral.com.

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Financial Advisors - Voya Investment Management

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Skip to main content. Historical Prices and Distributions. Ticker Symbols and CUSIPs. Share Classes and Expenses. Global and International Funds. Voya Target Retirement Funds. Ticker Symbols and CUSIPs. Tomorrow's Scholar 529 Plan. Bank Loans - Voya Senior Income Fund. Private Equity - Pomona Investment Fund. Voya Global Perspectives™ Strategies. Mutual Fund Prices and Performance. Market Review and Insights. Voya Global Perspectives™. Voya Global Perspectives™. CBRE Clarion Real Estate. AdvisorCentral p...

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Accounts and Services

https://investment-professionals.dreyfus.com/accounts-services/index.html

Why Invest With Us. A BNY MELLON COMPANY. Financial Advisors can access their book of business through the link below. This includes accounts formerly serviced by DST Vision. Please call 1-800-346-3621 with questions. Download or order applications and servicing forms for your client's mutual fund account. Mutual Fund Shareholder Forms. Get tax-smart investing tips, as well as all the information you need to prepare and file your tax return. Capital Gains and Distributions.

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11 Steps to Effective Client Delivery. Download your FREE guide! There is honor in work. We believe God has created us to work and be productive in His creation. This blog is intended to encourage people to engage in productive work throughout their lifetimes. Too many business professionals disappear into retirement just when they have the most expertise to offer. You can have both! Your experience has market value. Our Client Delivery Systems™:. Produce real business results for clients. Most consultan...

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CMG AdvisorCentral - Tactical investing news, views and resources for financial advisors

Tactical investing news, views and resources for financial advisors. You are here: Home. Trade Signals: Overall Trend Weakening But Bullish. Posted on 08.13.15. I believe China’s surprise Yuan devaluation keeps the Fed on hold. Raising rates will further strengthen the dollar. A stronger dollar may ultimately be our greatest market risk triggering crisis in the $9 trillion EM U.S. dollar denominated debt. Following a defined process is important. For me, the overall trend, while weakening, remains bu...

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Financial Planners, you can now subscribe to receive daily email alerts notifying you of financial activity in your clients' accounts. To subscribe, log into AdvisorCentral and select the "Click here to Subscribe / Edit Financial Activity Email Alerts" hyperlink. Your client list will automatically be sorted to show which clients had the most recent financial activity. For Investment Professional Use Only.

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Keystone National Group

Keystone has closed Keystone Private Equity Opportunities II, L.P. To read more about this announcement, please click here. 2012 Keystone National Group, LLC. Terms of Use / Disclosures. Keystone National Group, LLC. 5000 Executive Pkwy, Suite 445 San Ramon, CA 94583. Phone: (925) 407-3120 Fax: (925) 407-3125.

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Secure sharing made Easy. A faster and more secure way to store, organize, and share your files. Make your content work for you. Store your files, collaborate with coworkers, and impress your clients all in one place. In your pocket, on your couch, at your desk. Secure access to all of your Workspaces, folders, and files from anywhere. Secure sharing made Easy. A faster and more secure way to store, organize, and share your documents. Want to E-mail to us? Share files with confidence. Orem nibh euismod t...

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I'm searching for a Financial Advisor. Discover how AdvisorCentre can help put you in touch with a financial advisor that meets your needs. Read More. Info related to Dubai Properties. I am a Financial Advisor. AdvisorCentre s suite of tools can help you improve your business by improving your presence and exposure via the World Wide Web. Read More. Informations about Dubai Waterfront. Benefits of Financial Advice. Do you have a Financial Question? Properties in Dubai: The Royal Oceanic.