San Diego Mutual Funds

Mutual Funds Leadership, Expertise and Experience

Insurance SD provides complete support for managing, operating and distributing mutual funds, including fund administration, fund accounting, transfer agency, compliance, custody and distribution.

Starting or Launching a Mutual Fund

Sponsor your own registrant or join one of our established series trusts - regardless, we meticulously manage the registration of new funds, ensuring all of the fund's regulatory, compliance and operational requirements are fully satisfied.

Established Mutual Funds

Ingenuity, responsiveness and consistent high quality are hallmarks of the Insurance SD service experience. Insurance SD is a 'Top Rated' Investment Firm that will provide you with access to the most knowledgeable Investment Specialists in the Industry.

Call Insurance SD (877) 260-7104