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No investment transaction fees, no minimum balance requirements, plus maximum flexibility with access to funds from Vanguard®, Dimensional, Franklin Templeton, MFS®, Pimco, T. Rowe Price, TIAA and more.
You own the funds, and the funds own Vanguard, which makes you a client-owner. Benefit from expense ratios that are 82% less than the industry average.
Pursue dimensions of higher expected returns through Dimensional’s academically informed investment philosophy.
Since 1947, Franklin Templeton has delivered exceptional asset management supported by one of the world’s largest asset managers.
MFS® is an active, global investment manager that brings you expertise through integrated research, global collaboration and active risk management.
Since 1918, TIAA has helped customers reach their financial goals through their refined, disciplined, rigorous process that identifies the best investment opportunities.
HealthSavings is proud to offer HSAs with access to 11 T. Rowe Price target date funds to help you save for retirement healthcare expenses.
With OBS Financial, benefit from a structured investing approach that helps you achieve your goals.
Blue Prairie Group's rigorous fund screening process and portfolio back testing helps you maximize performance and minimize cost.