Today we unveil the second of our interactive NAPA Black Book features – the DCIOs.
Defined Contribution Investment Only providers, better known as DCIOs, are an essential part of the DC business, and their wholesalers have become an integral part of many advisory practices. These are, of course, the firms behind NAPA’s “Wingmen.”
With our interactive list, you’ll be able to view and sort by:
- Primary market(s) served
- Total assets under management (AUM) as of 6/30/16, 12/31/15 and 6/30/15
- Total DCIO assets under management (AUM) as of 6/30/16, 12/31/15 and 6/30/15
- Total DCIO asset allocation breakdown (by mutual funds, CITs, separate accounts, and money and stable value funds)
- Number of external wholesalers – both DC and retail
- Services available to advisors
You can also search within the list – and you’ll be able to identify which are NAPA Firm Partners.
Check it out at https://www.napa-net.org/2016-napa-black-book-dcio/. Note: There’s a lot of data here – use the scroll bars at the top and bottom of the chart to navigate.
If you’d like to be included in the 2017 NAPA Black Book, please contact Gwenn Paness at [email protected].
