Valley View Independent School District

• Authorized Investment Providers

  For specific investment provider information, please click on the investment provider name of your choice to visit the company's website.

  • 403(b)

    • American Century Services, LLC - Plan Number: 152634001
      (800) 345-3533
    • Ameriprise Financial
      (800) 862-7919
    • Aspire Financial Services
      (866) 634-5873
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Fidelity Security Life Insurance Company
      (800) 648-8624
    • Fiduciary Trust Company of New Hampshire
      (877) 500-9590
    • GWN Securities - Counsel Trust
      (561) 472-2700
    • Horace Mann Insurance Company
      (800) 999-1030
    • Horace Mann Retirement Advantage
      (844) 895-0980
    • Invesco OppenheimerFunds
      (800) 959-4246
    • Lincoln Investment Planning, LLC (Pershing custodian)
      (800) 242-1421
    • Lincoln National Life Insurance Company
      (800) 454-6265
    • Metropolitan Life Insurance Company
      (833) 642-1008
    • Midland National Life
      (877) 586-0240
    • Modern Woodmen of America
      (800) 447-9811
    • National Life Group
      (800) 579-2878
    • New York Life Insurance & Annuity Corp.
      (800) 598-2019
    • North American Company for Life
      (866) 322-7069
    • Orion Portfolio Solutions
      (800) 379-2513
    • PenServ-PenSelect/MG Trust Company
      (803) 354-5003
    • PFS Investments (Primerica)
      (800) 544-5445
    • PlanMember Services
      (800) 874-6910
    • Randolph-Brooks Federal Credit Union
      (833) 291-1310
    • ReliaStar Life Insurance Co
      (800) 525-4225
    • SBLI Industrial Alliance
      (866) 363-3290
    • Security Benefit Group
      (800) 888-2461
    • Teachers Pension Exchange (TPX)
      (888) 498-6870
    • Thrivent Financial
      (800) 847-4836
    • Thrivent Mutual Funds
      (800) 847-4836
    • Victory Funds (formerly USAA Mutual Funds)
      (800) 235-8396

  • 457(b)

    • National Life Group
      (800) 579-2878
    • Teachers Pension Exchange (TPX)
      (888) 498-6870

  • Roth 403(b)

    • American Century Services, LLC
      (800) 345-3533
    • Aspire Financial Services
      (866) 634-5873
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Fidelity Security Life Insurance Company
      (800) 648-8624
    • Fiduciary Trust Company of New Hampshire
      (877) 500-9590
    • GWN Securities - Counsel Trust
      (561) 472-2700
    • Horace Mann Insurance Company
      (800) 999-1030
    • Horace Mann Retirement Advantage
      (844) 895-0980
    • Invesco OppenheimerFunds
      (800) 959-4246
    • Lincoln Investment Planning, LLC (Pershing custodian)
      (800) 242-1421
    • Lincoln National Life Insurance Company
      (800) 454-6265
    • Metropolitan Life Insurance Company
      (833) 642-1008
    • National Life Group
      (800) 579-2878
    • Orion Portfolio Solutions
      (800) 379-2513
    • PenServ-PenSelect/MG Trust Company
      (803) 354-5003
    • PFS Investments (Primerica)
      (800) 544-5445
    • PlanMember Services
      (800) 874-6910
    • Randolph-Brooks Federal Credit Union
      (833) 291-1310
    • ReliaStar Life Insurance Co
      (800) 525-4225
    • SBLI Industrial Alliance
      (866) 363-3290
    • Security Benefit Group
      (800) 888-2461
    • Teachers Pension Exchange (TPX)
      (888) 498-6870

  • Roth 457(b)

    • National Life Group
      (800) 579-2878
    • Teachers Pension Exchange (TPX)
      (888) 498-6870