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Products Available Through KIS

June 2020

As a broker-dealer, we recommend securities transactions in certain investments, including mutual funds, exchange-traded funds, unit investment trusts, fixed income securities, variable annuities and variable life insurance. We offer a limited menu of products that are issued by third party providers. We work closely with many product issuers that provide training and education for our financial professionals, research and other products and services which can assist our financial professionals with providing services to you.

Mutual Fund Families

Please note that not every fund within a fund family or share class within a fund may be available.

Funds list current as of June 30, 2020.

A

AB Funds1

Aberdeen Funds

Adirondack Funds

Advisors Inner Circle Funds

Aegis Funds

Akre Funds

Alger Funds

Allianz Funds

AlphaCentric Funds

Alps Series Trust Funds

Amana Funds

American Beacon Funds

American Century Funds

American Funds1

AMG Funds

Appleseed Funds

AQR Funds

Aquila Funds

Ariel Funds

B

Baird Funds

Baron Funds

Blackrock Funds1

Bluerock Interval Funds

BMO Funds

BNY Mellon Funds

Boston Partners Funds

Brandes Funds

Bridgeway Funds

Brown Advisory Funds

Brown Capital Funds

Buffalo Funds

C

Calamos Funds

Calvert Funds1

Camelot Funds

Carillon Funds

Catalyst Funds

Causeway Funds

Centre Funds

Cohen & Steers Funds

Colorado Bond Shares

Columbia Funds

Congress Funds

Credit Suisse Funds

CRM Funds

Cullen Funds

D

Davis Funds

Day Hagan Funds

Dean Funds

Delaware Funds1

Diamond Hill Funds

Dimensional Funds

Dodge & Cox Funds

Domini Social Funds

Doubleline Funds

Driehaus Funds

Dunham Funds

DWS Funds

E

Eaton Vance Funds1

Elfun Funds

Emerald Funds

Empiric Funds

Eventide Funds

F

Fam Funds

Federated Funds1

Fidelity Funds1

First Eagle Funds

First Investors Funds

Firsthand Funds

FMI Funds

Forum Funds

FPA Funds

Franklin Templeton Funds1

Frost Funds

Fundvantage Trust Funds

G

Gabelli Funds

Glenmede

Goldman Sachs Funds

Good Harbor Funds

Grant Park Funds

Greenspring Funds

Guggenheim Funds

H

Hancock Horizon Funds

Harbor Funds

Harding Loevner Funds

Hartford Funds

Heartland Funds

Hennessy Funds

Highland Funds

Hodges Funds

Hotchkis & Wiley Funds

HSBC Investor Funds

I

Icon Funds

Integrity Funds

Invesco AIM Money Market Funds

Invesco Funds1

Investment Managers Series

Iron Strategic Funds

IVA Funds

IVY Funds

J

JAG Funds

Janus Funds

JOHCM Funds

John Hancock Funds

JPMorgan Funds1

K

Kinetics Funds

L

Lazard Funds

Leaders Funds

Legg Mason Funds1

Litman Gregory Funds

Locorr Funds

Longleaf Partners Funds

Lord Abbett Funds1

M

Madison Funds

Maingate MLP Funds

Mainstay Funds

Manning & Napier Funds

Marketfield Funds

Marsico Funds

Matthew 25 Fund

Matthews Funds

Merger Funds

Meridian Funds

Metropolitan Funds

MFS Funds1

Morgan Stanley Funds

Motley Fool Funds

Muhlenkamp Fund

N

Nationwide Funds

Natixis Funds

Needham Funds

Neuberger Berman Funds

Northern Funds

Nuveen Funds1

O

Oak Funds

Oakmark Funds

Olstein Funds

Osterweis Funds

P

Pacific Life Funds1

Parnassus Funds

Pax World Funds

Permanent Funds

PIMCO Funds1

Pioneer Funds

Primecap Odyssey Funds

Principal Funds1

Prudential Funds

Putnam Funds1

Q

Quaker Funds

R

Riverpark Funds

RMB Funds

Royce Funds

Russell Funds

S

Salient Funds

Saratoga Funds

Schwab Funds

Segall Bryant & Hamill Funds

SEI Funds

Selected Funds

Snow Funds

Soundshore Funds

SSGA Funds

Stadion Funds

Sterling Capital Funds

Stifel Funds

SunAmerica Funds

T

T Rowe Price Funds

TCW Funds

The Arbitrage Funds

The Fairholme Funds

The New Alternatives Funds

Third Avenue Funds

Thompson IM Funds

Thornburg Funds

TIAA Cref Funds

Timothy Plan Funds1

Tocqueville Funds

Tortoise Funds

Touchstone Funds

Transamerica Funds

Tweedy Browne Funds

U

UBS Funds

U.S. Global Investors Funds

V

Value Line Funds

Van Eck Funds

Vanguard Funds

Victory Funds

Victory USAA Funds

Virtus Funds

Voya Funds

W

Wasatch Funds

WCM Funds

Weitz Funds

Wells Fargo Advantage Fund

William Blair Funds

Annuity Carriers

  • AIG / American General Life Insurance Co.
  • Allianz Life Insurance Co. of North America
  • Allianz Life Insurance Co. of New York
  • American National Insurance Co. of NY
  • Brighthouse Life Insurance Co.
  • Brighthouse Life Insurance Co. of NY
  • Eagle Life Insurance Co.
  • Equitable Life Insurance Co.
  • First Symetra National Life Insurance Co. (NY)
  • Global Atlantic Financial Group
  • Great American Insurance Group
  • Jackson National Life Insurance Co
  • Jackson National Life Insurance Co. of NY
  • Lincoln National Life Insurance Co.
  • Lincoln National Life & Annuity Co. of NY
  • National Integrity Life Insurance Co.
  • Nationwide Life & Annuity Insurance Co.
  • New York Life Insurance Co.
  • One America Financial Partners / State Life Insurance Co.
  • Pacific Life Insurance Co
  • Principal Life Insurance Co.
  • Protective Life Insurance Co.
  • Protective Life & Annuity Insurance Co. (NY)
  • Reliance Standard Life Insurance Co.
  • S. USA Life Insurance Co. (Prosperity Life)
  • SBLI USA Insurance Co. (NY)
  • Security Benefit Life Insurance Co.
  • Standard Insurance Co.
  • Symetra Life Insurance Co.
  • The United States Life Insurance Co. Of NY (AIG)
  • Western-Southern Life Assurance Co.

Life Insurance Carriers

  • American General Life Insurance Co.
  • Banner Life Insurance Co. / Legal & General America
  • Equitable Life Insurance Co.
  • First Symetra National Life Insurance Co. (NY)
  • John Hancock Life Insurance Co. USA
  • John Hancock Life Insurance Co. of NY
  • Lincoln National Life Insurance Co.
  • Lincoln National Life Insurance Co. of NY
  • Massachusetts Mutual Life Insurance Co.
  • Mutual of Omaha Insurance Co.
  • National Integrity Life Insurance Co
  • Nationwide Life & Annuity Insurance Co.
  • One America Financial Partners / State Life Insurance Co.
  • Pacific Life Insurance Co.
  • Principal Life Insurance Co.
  • Protective Life Insurance Co.
  • Protective Life & Annuity Insurance Co. (NY)
  • Prudential Financial Insurance Co.
  • Symetra Life Insurance Co.
  • Transamerica Life Insurance Co.
  • Transamerica Financial Life Insurance Co. NY
  • The United States Life Insurance Co. Of NY (AIG)
  • Western-Southern Life Assurance Co.
  • William Penn Life Insurance Co. of NY / Legal & Genera

Unit Investment Trust (UIT) Providers

  • First Trust
  • Guggenheim

Exchange Traded Funds (ETFs)

We sell traditional ETFs, which are investment funds that are listed for trading on a national securities exchange and can be bought and sold in equity trading markets.

Fixed Income Securities

We sell various fixed income securities in the secondary market, which can be bought and sold through various platforms.

  • Treasury notes
  • Treasury bills
  • TIPS
  • Treasury bonds
  • Floating rate notes
  • Municipal bonds
  • Corporate bonds
1

Your financial professional is able to offer recommendations to you in a specific subset of these fund families, each indicated by numeral references within this comprehensive list of available mutual fund offerings. Our Product Due Diligence Committee conducts investment due diligence reviews of our mutual fund options and develops our fund family focus list from which your financial professional may make recommendations to you. This review includes comparing cost to value of the product as well as an assessment of the quality of the investment offerings as compared to other funds.

View our KIS Business Continuity Disclosure Statement, and SEC Regulation Best Interest Disclosures.

Check the background of this firm on FINRA's BrokerCheck.

Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor.

Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank).

Investment and insurance products made available through KIS and KIA are:

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

KIS, KIA and KeyBank are separate entities, and when you buy or sell securities and insurance products you are doing business with KIS and/or KIA, and not KeyBank.

Call Us

1-888-KIS2YOU

Clients using a TDD/TTY device:
1-800-539-8336

Clients using a relay service:
1-866-821-9126

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