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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.

Welcome Investment Professionals

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.

Services for Advisors
July Business Services is an industry leader who delivers creative, unbiased, and technically... Learn more
Sales Support
The JULY Sales Team is dedicated to the success of advisors, and we provide hands-on expertise in... Learn more
Plan Implementation Support
Your JULY team provides all of the services you need to help efficiently setup your client's... Learn more
At JULY, we are committed to supporting the investment professionals who partner with us. Our retirement plan consultants work hand in hand with advisors and brokers to help create superior plan designs that we implement with dedicated and talented people. We do not compete with our partners when it comes to presenting retirement or investment solutions.

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