FundEX provides its Associates access to a wide array of product and service solutions to meet the needs of an increasingly sophisticated and demanding investor. That is why our product shelf represents one of the broadest menus of choices found in the industry.
We have relationships with virtually all fund manufacturers, insurance companies, and intermediaries to help you deliver what is in the clients’ best interest. We are proud of the extensive list we offer and we are sure you will agree that this group of products will help you and your clients move toward any financial goal.
Core Products and Services
- Mutual Funds
- Segregated Funds
- Labour Sponsored Funds
- High Yield Accounts
- Wrap Accounts
- Self-Directed Accounts (Nominee and Intermediary)
- Fee-for-Service Accounts
Non-Prospectus Products 
- Hedge Funds
- Linked Notes
- Limited Partnerships
- Private and Commodity Pools
- Flow Through Limited Partnerships
Sophisticated & High Net Worth Clients 
- Security Referral Agreements
- Referrals for Separately Managed Accounts
 These products are typically reserved for Accredited Investors with prior investment experience and a higher risk tolerance.
 Referrals are only permitted with FundEX approved security dealers and portfolio managers.