New York Life Investments

With approximately $600 billion in Assets Under Management as of March 31, 2021, New York Life Investments is comprised of the affiliated global asset management businesses of our parent company, New York Life Insurance Company ("New York Life"). We offer clients access to specialized, independent investment teams through our family of affiliated boutiques. We remain committed to our clients through a combination of the diverse perspectives of our boutiques and a long-lasting focus on sustainable relationships.

NYLIFE Securities, LLC

NYLIFE Securities focuses on providing clients with world class brokerage services and a wide variety of investment options. As a registered broker-dealer and a wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities can offer the resources needed to help clients maximize their opportunities to grow and maintain their wealth.

Mainstay Funds

At the core of the MainStay Funds success story is a multi-boutique investment management structure that consists of autonomous institutional asset managers, each of which is highly specialized, with a unique investment focus, process, and philosophy. A multi-boutique model allows us to seek out the best investment talent in the industry. Each boutique preserves the integrity of its own investment process and culture. MainStay’s boutiques are highly specialized, each offering a disciplined investment approach and long-term performance strategies in their respective areas of expertise.


Morningstar's Investment Management Group grows out of the mission to help people reach their financial goals started at Morningstar, Inc. nearly four decades ago. Morningstar allows us to provide managed portfolios to put your needs front and center—where they belong. "Investors First" is first among Morningstar’s seven investment principles; to minimize costs, invest simply using a time-tested approach, and help you stay focused on your goals.