Broker Check

Companies We Represent

A partial list of the the Managed ETF and Mutual Fund Investment Solutions:

  • Alliance Bernstein
  • Berkshire Asset Management
  • BlackRock Investment Management
  • Brinker Capital, Inc.
  • Capital Group
  • Eaton Vance Management
  • Janus Capital Management LLC
  • JPMorgan Asset Management
  • Lazard Asset Management
  • Morningstar Investment Sevices, Inc.
  • Oak Ridge Investments, LLC.
  • Redwood Investment Management, LLC.
  • Russell Investment Management, LLC.
  • Sage Advisory Services Ltd. Co
  • Vanguard

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.
  • MFS
  • PRINCIPAL FUNDS
  • PUTNAM INVESTMENTS
  • VANGUARD

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

  • HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY
  • HARTFORD LIFE AND ANNUITY INSURANCE COMPANY
  • HARTFORD LIFE INSURANCE COMPANY
  • AMERICAN GENERAL LIFE INSURANCE COMPANY
  • AMERICAN GENERAL LIFE INSURANCE
  • SUNAMERICA ANNUITY AND LIFE ASSURANCE COMPANY
  • JACKSON NATIONAL LIFE
  • JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)
  • LINCOLN NATIONAL LIFE INSURANCE COMPANY (THE)
  • METLIFE INSURANCE COMPANY OF CONNECTICUT
  • NATIONWIDE LIFE AND ANNUITY INSURANCE COMPANY
  • NATIONWIDE LIFE INSURANCE COMPANY
  • OXFORD LIFE INSURANCE COMPANY
  • PRUCO LIFE INSURANCE COMPANY
  • PRUDENTIAL ANNUITIES LIFE ASSURANCE CORPORATION
  • SECURITY LIFE OF DENVER INSURANCE COMPANY

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