MUTUAL FUNDS
Through our broker-dealer, First Heartland Capital, Inc., we have direct contracts with over two dozen of the most popular mutual fund sponsors. These contracts enable our affiliates to offer over 2,500 load mutual funds without transaction fees. Additionally, a clearing arrangement with Pershing provides our affiliates with access to a large portion of the mutual fund universe (including no-load and load-waived funds) in a brokerage capacity. Our direct contracts currently include the following mutual fund sponsors:
- Aim Funds
- Alger Funds
- Alliance Capital
- Alliance Funds
- American Funds
- CAI
- Calvert Funds
- Colonial Funds
- Davis Funds
- Delaware Investments
- Dreyfus Funds
- Eaton Vance
- ESC Funds
- Evergreen Funds
- Federated
- Fidelity Advisor Funds
- Fortis
- Franklin Templeton
- Govett Funds
- John Hancock
- Kemper Funds
- Lord Abbott & Co.
- MFS
- Nationwide
- New England
- Nuveen Funds
- Oppenheimer Funds
- Park Avenue Funds
- Pioneer Funds
- Putnam Advisors
- Thornburg Funds
- Van Kampen