Credential® :: Business Services :: Mutual Fund Dealer Services


	Build better portfolios

Mutual Funds Investment Specialists can draw on in-depth, expert research available from Credential to make informed recommendations and build strong portfolios that are tailored to each client.

Our Credential Platinum List Funds, for example, represent our investment analysts' best choices for top-quartile third-party mutual funds in each fund category, based on specific criteria. These include size, long-term performance, and consistency of management.

Simple and easy-to-use tools like this make building a portfolio a much more efficient task, freeing up more of each Mutual Funds Investment Specialist's time for managing the client relationship.

Find the right wealth management solutions

Build better portfolios

Process mutual fund trades online

Stay up-to-date from the desktop

Improve client relationship management and increase sales results

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		Credential Select Portfolio Funds

		The Ethical Funds Company

		Credential Financial Strategies



	To learn more about these services and the Univeris EWMS online trade processing system, contact us at clientrelations@credential.com, or call 1.877.384.4225.


Credential Asset Management Inc. is a wholly-owned subsidiary of Credential Financial Inc. and is a member of the Mutual Fund Dealers Association.