Companies we use for our clients

A partial list of the the Managed Wealth Portfolios:

  • Alliance Bernstein
  • BlackRock 
  • Brinker Capital
  • Calvert
  • Goldman Sachs
  • JPMorgan 
  • LPL Research
  • Morningstar
  • Russell Investments
  • State Street Global Advisors
  • T. Rowe Price

A partial List of the Mutual Fund companies we use:

  • AMERICAN FUNDS
  • DAVIS FUNDS
  • FIDELITY 
  • FRANKLIN/TEMPLETON FUNDS
  • HARTFORD MUTUAL FUNDS
  • INVESCO INVESTMENT SERVICES INC.
  • PRINCIPAL FUNDS
  • PUTNAM INVESTMENTS
  • VANGUARD

A partial list of the Life Insurance and Annuity companies we use:

  • Athene Life and Annuity
  • Brighthouse
  • Jackson National Life
  • LINCOLN Financial Distributors 
  • NATIONWIDE
  • Oxford Life 
  • Pacific Life
  • PRUDENTIAL

*The listed companies and their associated trademarks in no manner endorse, certify or approve David Massongill, Investment Adviser Representative, or any services rendered.

The above listed companies and Massongill Wealth Management are not affiliated with LPL Financial.