Strategic Partners

Risk Management:

Protecting our clients against the risk of death, disability and long-term care is a key and primary part of quality financial planning. To that end, we have strategically aligned ourselves with highly rated and financially strong insurance organizations to help our clients protect themselves.

Products offered:

Our primary life insurance and annuity partnership is with The Penn Mutual Life Insurance Company and we are proud to represent them in the Pacific Northwest. We are strategically aligned with their values and believe that their products and customer service are among the best in the marketplace. However, not all solutions are Penn Mutual solutions, and we have other partners we can turn to when our clients have other needs.

Complete List of Risk Management Partners:

Allianz

American Equity

American General

American National

Ameritas/Union Central

Assurity

Aviva

AXA

Banner

Equitrust

Fidelity Life

Fidelity Security

Forethought

Fort Dearborn

Cetera

Great American

ING/ReliaStar

Integrity

John Hancock

Lafayette Life

Life Secure

Lincoln Benefit

Lincoln Financial

Lloyd’s of London

Loyal American

LSW

Med America

Met Life

Minnesota Life

Mutual of Omaha

National Western

Nationwide

New York Life

North American

OM Financial (F&G)

One America

Principal

Protective/West Coast Life

Prudential

RBC/Liberty Life

Reliance

Reliastar

Sagicor

SBLI

Standard of Oregon

Transamerica

United of Omaha

Investment Management:

Hornor, Townsend & Kent, Inc. (HTK) is the full service broker-dealer (Member FINRA/SIPC) and wholly owned subsidiary of Penn Mutual. HTK is an investment firm through which our advisors are able to offer a full range of investment products including mutual funds, individual stocks and bonds, 529 plans, professional money management, direct participation programs, and more. HTK provides access to investment research as well as a wide variety of financial services for individuals, organizations and businesses.

Products Offered:

  • Mutual Funds
  • Stocks
  • Bonds
  • Government Securities
  • Unit Investment Trusts
  • Variable Annuities
  • Variable Universal Life Insurance
  • Full Service Brokerage Account
  • Investment Research & Analysis
  • Investment Management Programs
  • Retirement Planning
  • Education Planning
  • Complete Financial Planning Services

Complete List of Investment Management Partners:

Aberdeen Mutual Funds

Accessor Capital Management

AIG SunAmerica Life Companies

Alger Funds

Alliance Bernstein

Allianz and Pimco Funds

Allianz Life

American Century Funds

American Funds

American National Insurance Company

Ameritas Financial

Aquila Management Corporation

Aris Corporation

AXA Distributors

Blackrock Funds

Brinker Capital

Burnham Fund

Calamos Funds

Calvert Funds

Clark Capital Management

CNL

Cole Real Estate

Columbia Funds

Credit Suisse Mutual Funds

Curian Capital LLC

Davis Selected Advisers

Delaware Investments

Dreyfus Premier Funds (includes Bear Stearns)

DWS Investments

Eaton Vance Funds

Evergreen Funds

Federated Investors

Fidelity Advisor Funds

First Eagle Sogen Funds

First Investors

Forward Funds

FPA Funds

Franklin Square

Franklin/Templeton GE Funds (includes Investors Trust)

Cetera

Cetera Financial Wealth Management

Cetera Financial Wealth Management, Inc. (AssetMark)

Goldman Sachs Funds

Great American Financial: Annuity Investors Life

Great West

Grubb & Ellis

Guardian Funds

Guardian Insurance and Annuity Company

Harris Insight Funds

Hartford

Hartford Funds

HighMark Funds

ICON

ING Funds

ING Life Insurance and Annuity Company

Inland Real Estate

Invesco Aim Distributors

Invesco/AIM

Ivy Mackenzie Funds

Jackson National Life

Janus Funds

John Hancock/Manulife

JPMorgan Funds

KBS Capital Advisors

Lincoln Financial Group

Lindner Capital Advisors, Inc.

Lockwood, an Affiliate of Pershing, LLC

Lord Abbett Funds

MainStay Family of Funds

Manning & Napier

Manning & Napier Advisory Advantage Corporation, Inc.

Mass Mutual

Metropolitan Life

MFS Distributors

Midland National Life

Minnesota Life

Monumental Life

Munder Funds 

Nationwide Financial

Natixis Funds

New England Financial

New York Life

Nuveen Funds

Ohio National

OneAmerica: American United Life

Oppenheimer Funds

Pacific Life

Phoenix Life Insurance Company

Pioneer Investments

Principal Funds

ProFunds

Protective Life

Prudential

Prudential Funds (JennisonDryden & Strategic Partners)

Putnam Funds

Quaker Funds

Riversource Funds

Rochdale Investment Management

Rydex Funds

Security Benefit Life

Security Distributors

SEI Investments

Sentinel Funds

Sun Life of Canada

SunAmerica Funds

Symetra Financial

Thornburg Securities Corp.

Touchstone Funds

Transamerica

VALIC

Van Kampen

Virtus Investment Partners Inc

Waddell and Reed Funds

Wells Fargo Funds

Wells Real Estate

Wells S&P REIT Index Fund

529 Plans:

Plan Name

AIM College Savings Plan

Alliance Collegebound 529 Plan

American Century Learning Quest Education Savings Program

American Funds CollegeAmerica

Bright Directions College Savings Plan

Calvert DC College Savings Plan

College Advantage

College Choice Advisor 529 Advisor Plan

EdVest College Savings Plan

Fidelity Advisor 529 Plan

Franklin/Templeton College Savings Plan

Future Scholar 529 Savings Plan

Hartford Smart529

Iowa Advisor 529 Plan

ishares 529 Plan

John Hancock Freedom 529 Plan

Legg Mason, Inc.

Mainstay CollegeSense 529 Plan

Merrill Lynch Nextgen College Investing Plan

MFS 529 Plan

New York 529 College Savings Program

North Dakota’s College Save Plan

Oppenheimer Lonstar 529

Oppenheimer Scholar’s Edge

PIMCO Funds College Access 529 Plan

Putnam 529 for America

The MOST Advisor Plan

The PA 529 College Savings Plan

Van Kampen Higher Ed 529 Plan

State Sponsors

Nebraska

Rhode Island

Kansas

Virginia

Illinois

District of Columbia

Ohio

Indiana

Wisconsin

New Hampshire

New Jersey

North Carolina

West Virginia

Iowa

Arkansas

Alaska

Colorado

New Mexico

Maine

Oregon

New York

North Dakota

Texas

New Mexico

South Dakota

Nevada

Missouri

Pennsylvania

Alabama