Open Investment Menu

The JULY Retirement Platform features an open investment menu to allow you and your advisor to create an unbiased, custom investment menu that is right for your 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.



The content of this page requires a newer version of Adobe Flash Player..

Obtener Adobe Flash Player


Services for Advisors
July Business Services is an industry leader who delivers creative, unbiased, and technically accurate retirement services... Learn more
Plan Implementation Support
Your JULY team provides all of the services you need to help efficiently setup your client's retirement plan or convert an... Learn more
Copyright: © 2011, July Business Services