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Third Party Managers

Through programs such as Envestnet, Lockwood, and Assetmark, you will have access to a comprehensive list of third-party managers.


Managers Available Through Our Popular Platforms 

  • Active Investment Advisors 
  • Advanced Investment Partners
  • AEW Asset Management
  • AllianceBernstein
  • Alta Capital Management
  • Ariel Investments, LLC
  • Ashfield Capital Partners, LLC
  • Atlanta Capital Management
  • Atlantic Trust
  • BlackRock Investment Management
  • Brandes Investment Partners, L.P.
  • BTS Asset Management
  • Calvert Asset Management
  • Capstone Asset Management
  • Chartwell Investment Partners
  • Cincinnati Asset Management
  • Clark Capital Management Group, Inc.
  • CLS Investments
  • Congress Asset Management
  • Davis Advisors
  • Delaware Investments
  • Denver Investments
  • Dreman Value Management
  • Dunham & Associates
  • Eagle Asset Management
  • Eagle Boston Asset Management
  • Eaton Vance Management
  • Fred Alger Capital Management
  • Glenmede
  • Global Currents
  • Goldman Sachs Asset Management
  • Invesco Advisers, Inc.
  • Ironwood Investment Management
  • John Hancock Asset Management
  • JPMorgan Asset Management
  • Karpus Investment Management
  • Kayne Anderson Rudnick
  • Lazard Asset Management
  • Legg Mason Private Portfolio Group
  • Logan Capital Management
  • Loomis Sayles & Co., L.P.
  • MacKay Shields, LLC
  • Madison Investment Advisors
  • McDonnell Investment Management
  • MFS Investment Management
  • Natixis Global Asset Management
  • Neuberger Berman
  • Northern Trust Value Investors
  • NorthRoad Capital Management
  • Nuveen Asset Management
  • Pacific Income Advisers
  • Parametric Portfolio Associates
  • Pax World  
  • Penn Capital Management
  • Philadelphia International Advisors
  • PIMCO
  • Principal Global Investors
  • PTS Asset Management
  • Reaves Asset Management
  • Riverbridge Partners, LLC
  • RNC Genter Capital Management
  • Schafer Cullen Capital Management
  • Sovereign Asset Management
  • Sterling Capital Management
  • Systematic
  • TAMRO
  • TCW Investment Management
  • Thompson, Siegel & Walmsley, LLC.
  • Tocqueville Asset Management, LLC
  • Tower Bridge Advisors
  • Turner Investment Partners
  • Vaughan Nelson
  • Victory Capital Management
  • Wells Capital Management
  • William Blair & Company
  • Williams Jones