What We Offer: Product Solutions

From mutual funds to retirement solutions to insurance products—welcome to the full range of options to help all your clients meet their financial goals.


Tools for creating balanced portfolios

Tap into any product that makes sense for your client’s goals. At Commonwealth, we’re independent—just like you—which means we can and do provide access to the widest possible range of products imaginable, including:

  • Mutual funds
  • Closed-end funds
  • IPOs
  • Exchange-traded funds
  • Fixed income/structured products
  • Alternative investments
  • Annuities
  • Education plans
  • Bank deposit program
Let our recommended mutual fund list guide you

Selecting the right fund for your client is easier with our regularly updated Mutual Fund Recommended List. *Learn more about each fund, from the manager to the fees. And should you have questions, our Investment Research team is available to help.

*Mutual funds involve risk, including possible loss of principal invested.