• Financial Planning
• Brokerage Accounts
• Advisory Accounts
• Insurance Products

• Advisor Discretionary Accounts
• Non Discretionary Accounts
• Separately Managed Accounts
• Mutual Fund Accounts

Mutual Fund Advisory Accounts

There are two discretionary Mutual Fund advisory accounts in the array of advisory accounts available. Within these programs the EKR Advisor, with the client, can choose to customize a blend specifically tailored to the client or the Fund Manager will select the blend.

FundSource

(MF’s managed by WFA - Wells Fargo Advisors Manager Strategy Group)

Pathways

(Selection, evaluation and monitoring of money managers by Russell Investment Company)