Associates in Excellence -- Employee Benefit Consultants -- Partners

Investment Partners

Associates in Excellence partners with a wide range of investment firms to offer clients flexibility and choice. Because we are a fee-for-service firm relationships with investment partners are financially independent. This allows us to offer clients objective advice and analysis. Associates in Excellence has the ability to work with any investment product vendor our clients choose. Some of our partners can be found below:

AIM American Funds Charles Schwab & Co., Inc. Conseco Fidelity Investments First Mercantile Trust Franklin-Templeton Hartford Life ING Liberty Mutual Lincoln Financial Group Manulife Financial Merrill Lynch		MFS Morgan Stanley Nationwide Insurance Company Oppenheimer Paine Webber PIMCo Prudential Putnam Seligman Solomon Smith Barney Transamerica