Investment Professionals

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
Troubled Plan Consulting
As retirement plan rules have become more and more complex and regulatory scrutiny has increased, it has become common for... Learn more

Non-competing Provider

JULY is a non-competing provider.  We do not sell or receive compensation for investment-related services.  All of our services are designed to support and complement our strong network of financial partners.  This has been our firms philosophy since our founding in 1994 and is embedded in our firms culture and strategic plan.

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

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