JULY derives its strength from its decades of hands-on experience and from our customer-first approach to helping clients meets their goals. Since 1994 we've built long-lasting business relationships through our core beliefs: a servant's heart, uncompromising excellence, and a collaborative spirit.
Our approach to independent recordkeeping and administration provides access to thousands of mutual fund and ETF choices along with leading technologies and tools to help investment professionals select investments and monitor performance. We also have excellent relationships with a number of leading platform providers that offer a wide range of competitive plan type and feature options. JULY has the expertise and depth of talent to support you. Experience our commitment through our partnership on everything from plan design and proposals to enrollment meetings and implementation.
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