Investment Products

Open Architecture Investment Platform

As an open architecture platform, we offer one of the widest ranges of investment product selections. We have selling agreements with many of the most common mutual fund and insurance companies as well as with many of the alternative investment firms and we are always looking to add new offerings. Calton performs in depth due diligence on our investment products and services. Here are just a few of our partners:

Mutual Funds

  • American Funds
  • Franklin Templeton
  • Oppenheimer

Insurance

  • Prudential
  • Jackson National
  • Lincoln Financial

Alternative Products

  • Franklin Square Investments
  • Gentry Mills
  • Griffin Capital

Contact us for a full list of our product partners.