Investment Professionals

Services for Advisors
The JULY Platform
Why July
Interactive Sales Map
This interactive sales map is provided to show an overview of the Regional Sales Consultant and Internal Sales Consultant to... Learn more
Sales Support
The JULY Sales Team is dedicated to the success of advisors, and we provide hands-on expertise in helping you grow your... Learn more

Open Investment Menu

The JULY Retirement Platform features an open investment menu to allow you to create an unbiased investment menu that is right for your client's workforce.  Our platform provides you access to the following:

  • Over 20,000 Mutual Funds
  • More than 500 ETF Options
  • Low-Cost Institutional Shares
  • Asset Allocation Portfolios
  • Stable Value Options
  • Target Date Funds
  • Lifetime Income Options
  • QDIA Options
  • Stock Trading
  • Unitized Accounts
  • Self-Directed Options

Examples of Investment Options

Below are examples of a few of the fund families represented on the JULY Platform.

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Update: Revised Ruling Allows Forfeiture Balances to be Used for Safe Harbor Contributions
February 14, 2017

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