Waddell & Reed Snapshot
Founded in 1937, Waddell & Reed is one of the most enduring financial services firms in the U.S. Providing proven, professional investment management and financial planning services to individuals and institutional investors, we operate through three distinct distribution channels:
•Waddell & Reed Financial Advisors. Our national network of financial advisors provides clients comprehensive investment and personal financial planning services.
•Ivy Funds Wholesale Distribution. We distribute our products to retail clients through broker/dealers, retirement platforms and independent RIAs.
•Institutional Management. Many of our investment strategies from Waddell & Reed Investment Management Company (WRIMCO) and Ivy Investment Management Company (IICO) are offered to defined benefit plans, pension plans and endowments. We also provide sub-advisory services to other investment companies.
•Waddell & Reed Financial Advisors. Our national network of financial advisors provides clients comprehensive investment and personal financial planning services.
•Ivy Funds Wholesale Distribution. We distribute our products to retail clients through broker/dealers, retirement platforms and independent RIAs.
•Institutional Management. Many of our investment strategies from Waddell & Reed Investment Management Company (WRIMCO) and Ivy Investment Management Company (IICO) are offered to defined benefit plans, pension plans and endowments. We also provide sub-advisory services to other investment companies.
