Mutual Funds

The Investment Advisor Alliance has chosen Fidelity Institutional Wealth Services as custodian for our clients' funds. More than 10,000 mutual funds are available with some popular load fund families available at NAV. There are also NTF options, including all Fidelity mutual funds. If you would like to confirm the funds you use are available through Fidelity, please contact one of our advisors.

For approved advisors Dimensional Funds will be made available. DFA is an exclusive mutual fund company that offers their products to clients only through investment advisors. Advisors will be required to go through an interview/qualification process which includes attendance at their advisor conference.