Products Available Through KIS
As a broker-dealer, we recommend securities transactions in certain investments, including mutual funds, exchange-traded funds, unit investment trusts, fixed income securities, variable annuities and variable life insurance. We offer a limited menu of products that are issued by third party providers. We work closely with many product issuers that provide training and education for our financial professionals, research and other products and services which can assist our financial professionals with providing services to you.
Please note that not every fund within a fund family or share class within a fund may be available.
Funds list current as of August 1, 2024.
AB Funds
Aberdeen Funds
Adirondack Funds
Advisors Inner Circle Funds
Aegis Funds
Akre Funds
Alger Funds
Allianz Funds
AlphaCentric Funds
Alps Series Trust Funds
Amana Funds
American Beacon Funds
American Century Funds
American Funds
AMG Funds
Apollo Interval Fund
Appleseed Funds
AQR Funds
Aquilla Funds
Ariel Funds
Aristotle Pacific Capital
Artisan Funds
Baird Funds
Baron Funds
Blackrock Funds
Bluerock Interval Funds
BMO Funds
BNY Mellon Funds
Boston Partners Funds
Boston Trust Walden
Brandes Funds
Bridgeway Funds
Brown Advisory Funds
Brown Capital Funds
Buffalo Funds
Calamos Funds
Calvert Funds
Camelot Funds
Carillion Funds
Catalyst Funds
Causeway Funds
Centre Funds
Cohen & steers Funds
Colorado Bond Shares
Columbia Funds
Congress Funds
Credit Suisse Funds
CRM Funds
Cullen Funds
Davis Funds
Day Hagan Funds
Dean Funds
Delaware Funds
Diamond Hill Funds
Dimensional Funds
Dodge & Cox Funds
Domini Social Funds
Doubleline Funds
Driehaus Funds
Dunham Funds
DWS Funds
Eaton Vance Funds
Elfun Funds
Emerald Funds
Empiric Funds
Eventide Funds
Fam Funds
Federated Funds
Fidelity Funds
First Eagle Funds
First Investors Funds
Firsthand Funds
FMI Funds
Forum Funds
FPA Funds
Franklin Templeton Funds
Frost Funds
Fundvantage Trust Funds
Gabelli Funds
Glenmede
Goldman Sachs Funds
Good Harbor Funds
Grant Park Funds
Greenspring Funds
Guggenheim Funds
Hancock Horizon Funds
Harbor Funds
Harding Loevner Funds
Hartford Funds
Heartland Funds
Hennessy Funds
Highland Funds
Hodges Funds
Hotchkis & wiley Funds
HSBC Investor Funds
Icon Funds
Integrity Funds
Invesco AIM Money Market Funds
Invesco Funds
Investment Managers Series
Iron Strategic Funds
IVA Funds
Ivy Funds
JAG Funds
Janus Funds
JOHCM Funds
John Hancock Funds
JPMorgan Funds
Kinetics Funds
Lazard Funds
Leaders Funds
Legg Manson funds
Litman Gregory Funds
Locorr Funds
Longleaf Partners Funds
Lord Abbett Funds
Madison Funds
Maingate MLP Funds
Mainstay Funds
Manning & Napier Funds
Marketfield Funds
Marsico Funds
Matthew 25 Fund
Matthews Funds
Merger Funds
Meridian Funds
Metropolitan Funds
MFS Funds
Mondrian Fund Family
Morgan Stanley Funds
Motley Fool Funds
Muhlenkamp Fund
Nationwide Funds
Natixis Funds
Needham Funds
Neuberger Berman Funds
Northern Funds
Oak Funds
Oakmark Funds
Olstein Funds
Osterweis Funds
Parnassus Funds
Pax World Funds
Permanent Funds
PIMCO Funds
Pioneer Funds
Primecap Odyssey Funds
Principal Funds
Prudential Funds
Putnam Funds
Quaker Funds
RBC Funds
Riverpark Funds
RMB Funds
Royce Funds
Russell Funds
Salient Funds
Saratoga Funds
Schwab Funds
Segall Bryant & Hamill Funds
SEI Funds
Selected Funds
Snow Funds
Soundshore Funds
SSGA Funds
Stadion Funds
Sterling Capital Funds
Stifel Funds
SunAmerica Funds
T Rowe Price Funds
TCW Funds
The Arbitrage Funds
The Fairholme Funds
The New Alternatives Funds
Third Avenue Funds
Thompson IM Funds
Thornburg Funds
TIAA Cref Funds
Timothy Plan Funds
Tocqueville Funds
Tortoise Funds
Touchstone Funds
Transamerican Funds
Tweedy Browne Funds
UBS Funds
USA Mutuals FUnds
U>S> Global Investors Funds
Value Line Funds
Van Eck Funds
Vanguard Funds
Victory Funds
Victory USAA Funds
Virtus Funds
Voya Funds
Wasatch Funds
WCM Funds
Weitz Funds
Wells Fargo Advantage Fund
Willian Blair Funds
Annuity Carriers
- AIG / American General Life Insurance Co. / Corebridge Financial
- Brighthouse Life Insurance Co.
- Brighthouse Life Insurance Co. of NY
- Corebridge Financial - AIG / American General Life Insurance Co. / The United States Life Insurance Co. Of NY
- Equitable Life Insurance Co.
- F&G
- First Symetra National Life Insurance Co. (NY)
- Global Atlantic Financial Group
- Jackson National Life Insurance Co
- Jackson National Life Insurance Co. of NY
- MassMutual Ascend
- National Integrity Life Insurance Co.
- Nationwide Life & Annuity Insurance Co.
- Oceanview Life and Annuity Company
- One America Financial Partners / State Life Insurance Co.
- Pacific Life Insurance Co
- S. USA Life Insurance Co. (Prosperity Life)
- SBLI USA Insurance Co. (NY)
- Security Benefit Life Insurance Co.
- Standard Insurance Co.
- Symetra Life Insurance Co.
- The United States Life Insurance Co. Of NY (AIG) / Corebridge Financial
- Western-Southern Life Assurance Co.
Life Insurance Carriers
- American General Life Insurance Co.
- Banner Life Insurance Co. / Legal & General America
- Brighthouse Life Insurance Co.
- Equitable Life Insurance Co.
- First Symetra National Life Insurance Co. (NY)
- John Hancock Life Insurance Co. USA
- John Hancock Life Insurance Co. of NY
- Lincoln National Life Insurance Co.
- Lincoln National Life Insurance Co. of NY
- Massachusetts Mutual Life Insurance Co.
- Minnesota Life Insurance Co.
- Mutual of Omaha Insurance Co.
- National Integrity Life Insurance Co
- Nationwide Life & Annuity Insurance Co.
- One America Financial Partners / State Life Insurance Co.
- Pacific Life Insurance Co.
- Principal Life Insurance Co.
- Protective Life Insurance Co.
- Protective Life & Annuity Insurance Co. (NY)
- Prudential Financial Insurance Co.
- S. USA Life Insurance Co. (Prosperity Life)
- SBLI USA Insurance Co. (NY)
- Symetra Life Insurance Co.
- Transamerica Life Insurance Co.
- Transamerica Financial Life Insurance Co. NY
- The United States Life Insurance Co. Of NY (AIG)
- Western-Southern Life Assurance Co.
- United of Omaha
- William Penn Life Insurance Co. of NY / Legal & Genera
Unit Investment Trust (UIT) Providers
- First Trust
- Guggenheim
Exchange Traded Funds (ETFs)
We sell traditional ETFs, which are investment funds that are listed for trading on a national securities exchange and can be bought and sold in equity trading markets.
Fixed Income Securities
We sell various fixed income securities in the secondary market, which can be bought and sold through various platforms.
- Treasury notes
- Treasury bills
- TIPS
- Treasury bonds
- Floating rate notes
- Municipal bonds
- Corporate bonds
Disability Insurance
- Mass Mutual
- Mutual of Omaha
- Principal
- Standard Insurance Company
View our KIS Business Continuity Disclosure Statement, SEC Regulation Best Interest Disclosures, and Form CRS – Customer Relationship Summary.
Check the background of this firm on FINRA's BrokerCheck.
Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor.
Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank).
Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). Investment and insurance products made available through KIS and KIA are:
KIS, KIA and KeyBank are separate entities, and when you buy or sell securities and insurance products you are doing business with KIS and/or KIA, and not KeyBank.