Investment options

BlackRock acts as a fiduciary to investors and its purpose is to help more and more people experience financial well-being. 

American Funds Insurance Series, by Capital Group – home of American Funds, is the underlying investment vehicle for many variable annuities and insurance products. 

Causeway is a majority employee-owned firm specializing in global equities. We combine fundamental and quantitative research disciplines via value-focused strategies.

Cohen & Steers are focused, investment-led experts, specializing in real assets and alternative income.

Dimensional Fund Advisors has 40 years of experience translating academic research into diversified, low-cost solutions that target higher expected returns.

DoubleLine is an independent money management firm offering investment strategies run by an experienced team, employing active risk management and innovative product solutions. 

Dreyfus is focused solely on delivering innovative liquidity solutions, working closely with each client and striving to help them achieve their unique goals.

FIAM LLC is focused on providing a best-in-class client experience by leveraging Fidelity’s breadth of investment expertise.

First Sentier Investors is a global asset manager that applies specialty resources and skill to the management of infrastructure assets.

Franklin Templeton is a leader in public and private markets, digital assets and custom tax management, empowering financial advisors with solutions to build the portfolios of the future, today.

Bringing together traditional and alternative investments, Goldman Sachs Asset Management provides clients globally with a dedicated partnership and focus on long-term performance.

GQG Partners is an investment boutique managing global and emerging market equities for institutions, advisors and individuals worldwide.

Invesco is an independent investment management company built to help individuals, financial planners, and institutions achieve their financial goals.

J.P. Morgan Asset Management (“JPMAM”) is a leading asset manager for individuals, advisors and institutions with $2.6 trillion under management (as of 12/31/21).

Loomis Sayles strives to be a trusted fiduciary partner, helping clients achieve their financial goals through disciplined investment processes and performance-driven strategies backed by proprietary research and integrated risk analysis.

Lord Abbett is inspired by its mission: Securing a sustainable future for our clients, our people, and our world.

Mellon is a global leader in index management, managing money for many of the world’s most sophisticated clients and proving that index investing requires an active mindset.

For over a century, MFS has aligned its active investment approach and service standards for clients with a sole purpose: to create long-term value responsibly.

Our indexes draw on Morningstar’s unique intellectual property to unlock an extensive range of emerging opportunities, while providing a robust institutional beta platform for core investing.

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager that manages $460 billion in client assets (12/31/21).

Newton seeks to deliver strong outcomes to clients and believes that unlocking opportunity requires a future-facing approach. To Newton, this means active, multidimensional and engaged investment.

As a global leader in active fixed income, PIMCO has worked relentlessly to help millions of investors pursue their objectives.

PPM America, Inc. is a global institutional asset manager specializing in fixed income, private equity and real estate investment capabilities.

Research Affiliates’ index business, RAFI^® Indices, provides rules-based equity and multi-asset index solutions. RAFI Indices are designed to improve diversification, reduce valuation bias and enhance long-term investment outcomes.

T. Rowe Price helps investors achieve more confident futures with our strategic investing approach and comprehensive platform of solutions. 

Founded in 1975, Vanguard is one of the world's most respected investment management companies, offering investments, advice, and insights. 

WCM is dedicated to delivering differentiated portfolios, challenging conventional investment wisdom by pushing the boundaries of creativity in the industry while actively cultivating a vibrant company culture.

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. 

Westchester Capital Management specializes in event-driven alternative investment strategies with a proven track record dating to 1989.