Broker Check

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:

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Annuities

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 State Sponsors
AIM College Savings PlanNebraska
Alliance Collegebound 529 PlanRhode Island
American Century Learning Quest Education Savings ProgramKansas
American Funds CollegeAmericaVirginia
Bright Directions College Savings PlanIllinois
Calvert DC College Savings PlanDistrict of Columbia
College AdvantageOhio
College Choice Advisor 529 Advisor PlanIndiana
EdVest College Savings PlanWisconsin
Fidelity Advisor 529 PlanNew Hampshire
Franklin/Templeton College Savings PlanNew Jersey
Future Scholar 529 Savings PlanNorth Carolina
Hartford Smart529West Virginia
Iowa Advisor 529 PlanIowa
ishares 529 PlanArkansas
John Hancock Freedom 529 PlanAlaska
Legg Mason, Inc.Colorado
Mainstay CollegeSense 529 PlanNew Mexico
Merrill Lynch Nextgen College Investing PlanMaine
MFS 529 PlanNevada
New York 529 College Savings ProgramNew York
North Dakota’s College Save PlanNorth Dakota
Oppenheimer Lonstar 529Texas
Oppenheimer Scholar’s EdgeNew Mexico
PIMCO Funds College Access 529 PlanSouth Dakota
Putnam 529 for AmericaNevada
The MOST Advisor PlanMissouri
The PA 529 College Savings PlanPennsylvania
Van Kampen Higher Ed 529 PlanAlabama