As one of the nation's most enduring asset management and financial planning firms, Waddell & Reed has served individuals and institutional investors for more than 70 years. We manage a full lineup of mutual funds – domestic and international equity, fixed income, balanced and a variety of specialty funds – and distribute them through three distinct channels:
Advisors Channel – Our national network of financial advisors provides comprehensive, personal financial planning services to clients across the United States. They specialize in developing financial plans and investment strategies for retirement, education, insurance and estate planning needs.
Wholesale Channel – Through our national wholesaling efforts, we distribute our products – Ivy Funds, Ivy Funds Variable Insurance Portfolios and InvestEd Portfolios – to retail clients through broker/dealers, retirement platforms and independent registered investment advisors.
Institutional Channel – We offer many of our investment strategies to defined benefit plans, pension plans and endowments. We also provide subadvisory services to other investment companies.
Our Company
Join the Waddell & Reed team and become part of a heritage born in 1937. Learn about our history and the strength behind our stability and success.
Our Culture
Our culture reflects the heart of the company through work in the community and how we care for our employees.