Helpful Links for Account Access

Howard Capital – https://howardcm.com/
BlackRock – https://www.blackrock.com/
Fidelity – https://www.fidelity.com/
American Funds (Capital Group) – https://www.capitalgroup.com/
Sierra Investment Management – https://sierrainvestment.com/investment-strategies/
Cantor Fitzgerald – https://www.cantor.com/
Cottonwood Communities – https://cottonwoodcommunities.com/
JPMorgan Asset Management – https://am.jpmorgan.com/us/en/asset-management/adv/
PIMCO – https://www.pimco.com/us/en
Swan Global Investments – https://www.swanglobalinvestments.com/
Inland Capital – https://www.inland-investments.com/
Hines – https://www.hines.com/
Passco – https://www.passco.com/
BlueRock – https://bluerock.com/
Sealy & Company – https://www.sealynet.com/
Goldman Sachs Asset Management – https://am.gs.com/en-us/individual
Brinker Capital – https://orion.com/brinker-capital
Cohen and Steers – https://www.cohenandsteers.com/
FPA Funds – https://www.fpa.com/
AQR Funds – https://www.aqr.com/
Vanguard – https://www.vanguard.com/
Dimensional Funds – https://www.dimensional.com/
Alger Funds – https://www.alger.com/
INVESCO – https://www.invesco.com/
Franklin/Templeton – https://www.franklintempleton.com/
Federated Hermes – https://www.federatedhermes.com/
Columbia Threadneedle Funds – https://www.columbiathreadneedleus.com/
Pacer – https://www.paceretfs.com/
Main Management – https://www.mainmgt.com/insights/
3EDGE – https://3edgeam.com/
Janus Henderson – https://www.janushenderson.com/
Osterweis – https://www.osterweis.com/
Orion Custom Indexing – https://orion.com/
Innovator Capital – https://innovatoretfs.com/
First Trust – https://www.ftportfolios.com/

Insurance Partners

MassMutual – https://www.massmutual.com/
Athene – https://www.athene.com/
Allianz – https://www.allianzlife.com/
Nationwide – https://www.nationwide.com/
Pacific Life – https://www.pacificlife.com/
Equitable – https://equitable.com/
Protective Life – https://www.protective.com/
Mutual of Omaha – https://www.mutualofomaha.com/
Prudential – https://www.prudential.com/
John Hancock – https://www.johnhancock.com/

Other Helpful Links:

Fund Ratings https://www.morningstar.com/

Financial News https://www.bloomberg.com/

Tax Questions https://www.irs.gov/