OBJECTIVE | FLEXIBLE | TRANSPARENT

Open Architecture Plus enables our clients to configure the investment offering suited to their clients’ needs. It allows us to serve as an objective service provider, offering investments without the potential for the conflicts of interest that many other firms encounter.

The centerpiece of Open Architecture Plus is the freedom to:

• Select your custodian- Work with the industries top custodial platforms for competitive pricing and ancillary support services (see custodial partners listed below).
• Select any available investments by designated custodian - allows access to thousands of brand name mutual funds, ETFs, Collective Investment Funds (CIFs) and Stable Value funds.

In addition, ASPire’s platform supports a variety of non-standard assets, fixed annuities, unitization services and third party money managers.

ASPIRE CUSTODIAL PARTNERS

Matrix/MG Trust provides mutual fund processing and settlement services through the most automated and cost-effective transaction processing available. Serving more than 300 institutions, MSCS has over $100 billion in assets on its platform, making it one of the largest mutual fund processors in the industry.

In 2006, the National Securities Clearing Corporation (NSCC) named MSCS the leading automated mutual fund clearing platform provider for the sixth consecutive year — setting a new industry standard.


TD AMERITRADE Trust Company is a wholly owned subsidiary of TD AMERITRADE Holding Corporation offering asset custody, trust and comprehensive back-office support services to a wide range of plan types. Through our commitment to personal service and our open architecture investment platform, our goal is to give plan sponsors the flexibility they need to offer their employees powerful benefits.


Charles Schwab & Company provides comprehensive trust, custody and clearing services. Meet the needs of your clients through a full spectrum of integrated trust, custody and clearing services. As an advocate for true open architecture and transparent pricing, you can provide the right services at a competitive price. Solutions for any size plan. We support plans of all sizes with a choice of offerings ranging from simple custody to comprehensive directed trustee services.


Benefit Trust Company is a leading national provider of trust, custody, and fiduciary services for company retirement and benefit plans, banks, public entities, and registered investment advisors. Our firm is grounded in the single-minded focus of helping our clients to manage risk, while simultaneously improving profitability. Our expert team combines objectivity, independent insight, disciplined processes, and total fee transparency to help our clients mitigate their risks and manage the complexities of their fiduciary commitments. We receive tremendous satisfaction from knowing that our clients embrace these values as much as we do.