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.



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