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Product Vendor Contact Information

Product Companies

529 Plan College Savings Plans

AllianceBernstein - CollegeBound Saver (Rhode Island) (888) 324-5057
American Century - Learning Quest Advisor (Kansas) (877) 882-6236
American Funds - CollegeAmerica (Virginia) (800) 421-0180
BlackRock - CollegeAdvantage (Ohio) (877) 275-1255
Franklin Templeton - 529 College Savings Plan (New Jersey) (866) 362-1597
Hartford - Smart529 Plan (West Virginia) (866) 574-3542
ING - Tomorrow's Scholar (Wisconsin) (800) 334-3444
iShares - iShares 529 Plan (Arkansas) (888) 529-9552
JP Morgan - Advisor Guided 529 Program (New York) (800) 774-2108
John Hancock - Freedom 529 (Alaska) (866) 222-7498
Legg Mason - Scholars Choice College (Colorado) (888) 572-4652
Multi-Manager - Bright Directions (Illinois) (866) 722-7283
Oppenheimer - Bright Start (Illinois) (888) 470-0862
Oppenheimer - LoneStar 529 Plan (Texas) (888) 470-0862
Oppenheimer - Scholar's Edge (New Mexico) (888) 470-0862

 

Variable Annuity Companies

Aetna Life (800) 367-7732
Allianz Life (800) 950-5872
Allmerica (now Commonwealth) (800) 799-6981
Ameritas (800) 745-1112
AXA Equitable (800) 789-7771
Genworth (888) 436-9678
Guardian (800) 221-3253
Hartford (800) 862-6668
ING (800) 366-0066
Jackson National Life (800) 644-4565
John Hancock (800) 344-1029
Lincoln Financial Group (800) 942-5500
MassMutual (800) 272-2216
MetLife (800) 638-7732
National Integrity Life (800) 433-1778
National Life (800) 732-8939
Nationwide (877) 669-6877
Ohio National Life (800) 366-6654
Pacific Life (800) 722-4448
Penn Mutual (800) 523-0650
Principal Financial Group (800) 986-3343
Protective Life (800) 630-3083
Prudential (888) 778-2888
Sammons Retirement Solutions (866) 747-3421
Security Benefit (800) 888-2461
SunAmerica (AIG) (800) 445-7862
Sun Life   (800) 752-7216
Transamerica (800) 797-2643

 

Non-Traded REITs

Behringer (866) 655-3650
CNL (866) 650-0650
Cole Capital (866) 907-2653
Hines Securities (888) 446-3773
KBS Capital Markets Group (866) 584-1381
MacKenzie Capital Management (800) 854-8357
Wells (770) 449-7800

 

Mutual Fund Companies

#

 

300 North Capital Funds (626) 449-8500
361 Funds (866) 361-1720

 

A

 

Aberdeen Funds (866) 667-9231
ABN Amro Funds (800) 102-2595
Accessor Funds (800) 999-6809
Adaptive Allocation Fund (888) 653-9331
Adirondack Funds (518) 690-0470
AdvisorOne Funds (866) 811-0225
Advisors Inner Circle Fund (877) 446-3863
Aegis Fund  (800) 528-3780
AIG Sunamerica Asset Mgmt (800) 654-4760
Akre Focus Funds (877) 862-9556
Alger Funds (800) 992-3863
Allegiant Funds (now PNC Funds) (800) 622-3863
Alliance Bernstein Funds (800) 221-5672
Alliance College Access 529 SD (866) 529-7462
Allianz Funds (800) 988-8380
Alpine Funds (888) 785-5578
Alps Portfolio Solutions (866) 759-5679
Amana Funds (888) 732-6262
AmericaFirst Funds (877) 217-8363
American Beacon Funds (800) 658-5811
American Century Funds (800) 345-2021
American Funds (800) 421-4225
American Growth (800) 525-2406
American Reality Capital (877) 373-2522
AMF Fund (800) 247-9780
AMG Funds (800) 548-4539
Amidex Funds (888) 876-3566
API Funds (888) 933-8274
Appleseed Fund (800) 470-1029
AQR Funds (866) 290-2688
Aquila Funds (800) 437-1000
Arbitrage Funds (800) 560-8210
Ariel Mutual Funds (800) 292-7435
Ark Funds (877) 313-7011
Arrow Funds (877) 277-6933
Artio Funds (now Aberdeen Funds) (800) 387-6977
Artisan Funds (800) 344-1770
Aston Funds (800) 992-8151
Astor Funds (800) 899-8230
Ave Maria Funds  (888) 726-9331
Avenue Funds (212) 878-3500
Azzad Funds (888) 350-3369

 

B

 

Baird Funds (866) 442-2473
Baron Funds (800) 442-3814
BB&T Funds  (800) 453-7348
BBH Funds (800) 575-1265
Behringer Harvard Funds (866) 655-3650
Berwyn Funds (800) 992-6757
Blackrock Funds (800) 441-7762
Bridgeway Funds (800) 661-3550
Broadview Funds (855) 846-1463
Brown Advisory Funds (800) 540-6807
BTS Funds (877) 287-9820
Buffalo Funds (800) 492-8332
Burnham Funds (now RMB Funds) (800) 462-2392

 

C

 

Calamos Funds (800) 582-6959
California Investment Funds (now Shelton Funds) (800) 225-8778
Calvert Funds (800) 368-2745
Catalyst Funds (866) 447-4228
Causeway Funds (866) 947-7000
CGM Funds (800) 343-5678
Citi Funds (800) 846-5200
Claymore Funds (now Guggenheim) (800) 820-0888
Clipper Funds (800) 432-2504
Cohen & Steers Funds (800) 330-7348
Cole Real Estate Investments (866) 907-2653
Collins Funds (855) 552-5863
Columbia Funds (800) 345-6611
CRA Funds (866) 202-3573
Credit Suisse Funds (212) 325-2000
CRM Funds (800) 276-2883
Cullen Funds (877) 485-8586

 

D

 

Davis Funds (800) 279-0279
Dean Funds (888) 899-8343
Delaware Funds (800) 523-1918
Deutsche Funds (800) 728-3337
Diamond Hill Funds (888) 226-5595
Dimensional Funds (512) 306-7400
Direxion Funds (800) 851-0511
Dodge & Cox Funds (800) 621-3979
Domini Social Funds (800) 582-6757
Doubleline Funds (877) 354-6311
Dreyfus Funds (800) 645-6561
Driehaus Fund (800) 560-6111
Dunham Funds (800) 442-4358
DWS Funds (800) 728-3337

 

E

 

Eagle Funds (800) 421-4184
Eaton Vance Funds (800) 262-1122
Emerald Funds (855) 828-9909
Empiric Funds (800) 880-0324
Evergreen Funds (800) 359-3379

 

F

 

Fairholme Funds (866) 202-2263
FAM Funds (800) 932-3271
Federated Funds (800) 245-4770
Fidelity Advisor Funds (877) 208-0098
Fiduciary Funds (800) 811-5311
First American Funds (800) 677-3863
First Eagle Funds (800) 334-2143
First Investors Funds (800) 423-4026
First Trust Portfolios (800) 621-1675
Fortis Funds (800) 102-2595
Forum Funds (207) 347-2000
Forward Funds (800) 999 6809
FPA Funds (800) 638-3060
Franklin Templeton Funds (800) 632-2301
Fundx Upgrader Funds (800) 763-8639

 

G

 

Gabelli Funds (800) 872-5365
GAM Funds (800) 426-4685
GE Funds (800) 242-0134
Glenmede Funds (800) 966-3200
Goldman Sachs Funds (800) 526-7384
Green Century Funds (800) 221-5519
Greenspring Funds (800) 576-7498
Guggenheim Investments (800) 820-0888
Guinness Atkinson Funds (800) 915-6566

 

H

 

Hancock Horizon Funds (800) 990-2434
Harbor Funds (800) 422-1050
Harding Loevner Funds (877) 435-8105
Hartford Funds (860) 547-5000
Heartland Funds (800) 432-7856
Henderson Global Funds (866) 443-6337
Hennessy Funds (800) 966-4354
Heritage Funds (800) 739-2101
Highmark Funds (800) 848-0920
Hodges Fund (866) 811-0224
Horizon Active Asset Funds (866) 371-2399
Hotchkis & Wiley Funds (888) 596-4926
Hussman Funds (800) 487-7626

 

I

 

ICON Funds (800) 764-0442
ING Funds (800) 992-0180
International Value Advisors, LLC (IVA) (866) 941-4482
Intrepid Capital Management (866) 996-3863
Invesco (800) 959-4246
Iron Strategy Income FD (877) 322-0575
ISI Funds (800) 882-8585
Ivy Funds (800) 777-6472

 

J

 

Jacobs & Company Funds (888) 522-6239
James Funds (800) 995-2637
Janus Funds (800) 525-3713
Jensen Funds (800) 992-4144
John Hancock Funds (800) 225-5291
JP Morgan Funds (800) 480-4111

 

 

K

 

Keeley Funds (888) 933-5391
Kinetics Funds (800) 930-3828

 

L

 

Laudus Funds (877) 824-5615
Lazard Funds (800) 823-6300
Legg Mason Funds (800) 822-5544
Leuthold Funds (800) 273-6886
Longleaf Partners Funds (800) 445-9469
Loomis Sayles Funds (800) 633-3330
Lord Abbett Funds (888) 522-2388

 

M

 

Mainstay Funds (800) 624-6782
Managers Funds (800) 548-4539
Manning & Napier (800) 466-3863
Marshall Funds (312) 461-6543
Marsico Funds (888) 860-8686
Matthew 25 Fund (888) 625-3863
Matthews Funds (800) 789-2742
Mercury/Merrill Lynch Funds (800) 637-7455
Merger Fund (800) 343-8959
Meridian Funds (800) 446-6662
Metropolitan Funds (800) 241-4671
MFS Funds (800) 225-2606
Miller Convertible Funds (781) 416-4000
Morgan Stanley Funds (888) 454-3965
Muhlenkamp Fund (800) 860-3863
Munder Funds (800) 438-5789

 

N

 

Nationwide Funds (877) 877-5083
Natixis Funds (800) 862-4863
Navellier Funds (800) 887-8671
Navigator Funds (800) 766-2264
Needham Funds (800) 625-7071
Neuberger & Berman Funds (800) 223-6448
New Alternatives Fund (800) 423-8383
Nicholas Funds (800) 544-6547
North Track Funds (800) 848-0920
Northeast Investors Funds (800) 225-6704
Northern Funds (800) 595-9111
Nuance Funds (855) 682-6233
Nuveen Funds (800) 257-8787

 

O

 

Oak Ridge Funds (800) 825-6226
Oakmark Funds  (800) 625-6275
Oberweis Funds (800) 245-7311
Old Mutual Funds (855) 434-8626
Olstein Funds (800) 799-2113
Oppenheimer Funds (888) 470-0862
Osterweis Funds (866) 236-0050

 

P

 

Pacific Advisors Funds (800) 282-6693
Pacific Life Funds (800) 800-7646
Paradigm Funds (212) 572-3658
Parnassus Funds (800) 999-3505
Pax World Mutual Funds (800) 372-7827
Pear Tree Funds (800) 326-2151
Performance Trust Fund (877) 738-9095
Perimeter Funds (888) 968-4964
Perritt Funds (800) 332-3133
PIMCO Funds (888) 877-4626
Pinebridge Funds (646) 857-8000
Pioneer Funds (800) 225-6292
PNC Funds (800) 622-3863
Portfolio 21 Funds (877) 351-4115
Power Income Fund (877) 779-7462
Praxis Mutual Funds (800) 977-2947
Primecap Funds (800) 729-2307
Principal Funds (800) 222-5852
Profunds (888) 776-3637
Prudent Funds (800) 225-1852
Prudential Funds (800) 225-1852
Putnam Funds (800) 225-1581

 

Q

 

Quaker Funds (800) 220-8888

 

R

 

Rainier Funds (800) 248-6314
Ridgeworth Funds (888) 784-3863
Rivernorth Funds (888) 848-7569
Riverpark Funds (888) 564-4517
Riversource Funds (800) 333-3437
Robeco Funds (888) 261-4073
Rochdale Funds (888) 889-0799
Roge Partners Funds (888) 800-7643
Royce Funds (800) 841-1180
RS Funds (800) 766-3863
Russell Funds (800) 787-7354
Rydex Funds (800) 820-0888

 

S

 

Salient Funds (212) 510-8650
Satuit Funds (866) 972-8848
Schwab Funds (800) 435-4000
Security Benefit Funds (800) 888-2461
SEI Funds (800) 937-5449
Selected Funds (800) 243-1575
Seligman Funds (800) 345-6611
Sentinel Funds (800) 282-3863
Sequoia Fund (800) 686-6884
Southernsun Funds (866) 672-3863
SSGA Funds (800) 997-7327
Stadion Fund (800) 222-7636
Strategic Partners/Jennison Dryden (800) 225-1852
Stratton Funds (800) 472-4266
Sunamerica Funds (800) 858-8850

 

T

 

T. Rowe Price Funds (800) 225-5132
TCW Galileo Funds (800) 386-3829
The Weitz Funds (800) 304-9745
Third Avenue Funds (800) 443-1021
Thompson Plumb Funds (800) 999-0887
Thornburg Funds (800) 847-0200
TIAA-CREF (800) 223-1200
Timothy Plan Funds (800) 662-0201
Tocqueville Funds (800) 697-3863
Touchstone Funds (800) 543-0407
Transamerica Funds (888) 233-4339
Turner Funds (800) 224-6312
Tweedy Browne Funds (800) 432-4789

 

U

 

UBS Funds (212) 882-5734
UMB Scout Funds (800) 996-2862
United Services Funds (800) 873-8637
USA Mutuals - Vice Fund (866) 264-8783
USAA Funds  (800) 531-8722

 

V

 

Value Line  (800) 243-2729
Van Eck Funds (888) 658-8287
Van Kampen Funds (Now Invesco) (800) 959-4246
Vanguard Funds (800) 888-3751
Victory Funds (800) 539-3863
Virtus Funds (866) 270-7788

 

W
 

W.P. Carey (800) 972-2739
Waddell & Reed Funds (888) 923-3355
Wasatch Funds (800) 551-1700
Wells Fargo Advantage Funds (800) 359-3379
Westcore Funds (800) 392-2673
Western Reserve Life (800) 322-3789
Westport Funds (888) 593-7878
Whitebox Funds (855) 296-2866
William Blair Funds (800) 742-7272
Wilmington Trust  (800) 836-2211
Winslow Green Funds (800) 540-6807
Wintergreen Fund (888) 468-6473
Wisdom Tree (866) 909-9473
World Funds (800) 527-9525
Wright Funds (800) 555-0644
 
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