Waddell & Reed’s distinctive culture takes its cue from a set of principles
called The Seven Cs. Actionable and attainable, these principles express
who we are and guide our business strategies. Respected companywide,
The Seven Cs are displayed in every division and district office, highlighted
at incentive meetings, and celebrated at an annual recognition event.
We believe that our collective and unwavering dedication to the message of the Seven
Cs defines and enhances the culture described therein.
Everything we do must have the client at its center.
We believe in the primacy of the client first, last and always. As a firm, we exist
because of and for our clients. The entire Waddell & Reed organization is committed
to the client and the trust that binds that relationship.
In spirit, and in practice, we will meet or exceed the ethical and operating standards
that govern our business.
We do this not simply because it is required by the regulatory agencies but because
it is the right thing to do for our clients and ourselves.
We will bring a sense of urgency to our work every day, giving the best of ourselves
to our clients and to our organization.
Waddell & Reed is a place where advisors care deeply about their clients, have a
passion for the business, enjoy the fruits of their labor and where talented and
entrepreneurial people are embraced and rewarded.
We bring unique value to our clients through the combination of a proven, experienced
investment management team and a national network of talented financial advisors.
While most firms can boast of one or the other, Waddell & Reed can offer you and
your clients both.
We always will be focused on building upon our team of financial advisors, our product
and service offerings, and our results.
Creation is a commitment to innovation and growth on all levels. We work tirelessly
to attract and retain the most talented professionals in our industry and arm them
with the best client solutions.
We will be competitive − in products, services and professional acumen − with other
providers in the investment management and financial planning business.
We consistently demonstrate a deep commitment to providing our advisors with an
extremely competitive lineup of products and services.
We will continue always to foster Waddell & Reed's unique, familial culture.
We believe in healthy competition but, at the end of the day, our atmosphere is
collegial and family-oriented. In this spirit, we don't have separate home office
and field office cultures − we are one company with one culture that fosters strong
and lasting relationships among us all.
Our culture is the foundation of our collective success. That success is driven
by financial advisors who epitomize our culture and who have perpetually embraced
the integrity and resourcefulness that are essential elements to realizing ongoing
client growth and long-term results.