MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Wednesday, May 3, 2006 Heritage Funds Added to Retirement Platform The Heritage Family of Funds are the latest products to be offered on the platform of CPI Qualified Plan Consultants, a Great Bend, Kansas-based TPA undergoing an ongoing expansion of its fund selection. Since January CPI has partnered with The Ivy Funds, Seligman Advisors, Pacific Life, and Fred Alger Management. Spokesperson Cheri Moeder said CPI's partnerships grow out of the firm's receptiveness to suggestions. "A lot of times, as we develop other relationships -- with broker-dealers, with wire houses, or client relationships -- we get specific requests [to add certain funds], and as far as we are able to respond to them we are more than happy to do so," she said. Printed from: MFWire.com/story.asp?s=11747 Copyright 2006, InvestmentWires, Inc. All Rights Reserved |