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Institutional Mutual Funds

Diversify amongst multiple mutual fund families without commissions or wrap fees. Click to see Fund Families

Online Goal Planning

Incorporate retirement, college saving, and insurance into your plan with your current account values. More

Advice

Pay-As-You-Go advice available by the hour or for a flat fee. More

Research Tools

Gain access to institutional research reports. More

Webinar/Live Q&A

Attend free webinars to learn and ask questions. More

Click to find out more!

What we do for our members:

We make investing affordable by offering mutual funds at wholesale prices. We refuse commissions and wrap fees and pass on the savings to you.

Call us for a personal savings estimate!
Example:

Supporting Disclosure: The above example is based on $100,000 invested into PIMCO Total Return and includes the mutual fund operating expenses respective to each share class. The fee-based account was invested in the adviser class share (D-Share), and included a 1.25% annual asset-based fee. The InvestForLess account likewise was invested in the D-Share, and included an annual membership charge of $250. We assumed a 3 year holding period and an assumed 6% growth rate. PIMCO Total Return was one the largest domestic mutual funds in the United States as of 2/01/2010. Click here for disclosures and chart data.

Why can't I save by going direct?

The big companies you are familiar with only offer retail mutual funds, and do not permit retail investors (like you) to purchase the institutional share classes. Institutional share classes are traditionally available through financial professionals who charge a "wrap" fee typically averaging 1% - 2% of your investments total value. We never charge commissions or wrap fees, but still let you purchase the institutional shares. Learn More

What's the catch?

There isn't one. We believe we have one of the lowest cost and most transparent investment platforms available, anywhere. We refuse commissions, fees, free lunches, and gifts. The custodian may charge a transaction fee on certain transactions. However, InvestForLess only receives your annual fee. Period. Learn More

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