Our Advisors

Our advisors' emphasis on a highly personal, hands-on approach to providing financial advice is nothing new. It's been a key part of the way we’ve been doing business since Waddell & Reed was founded nearly seventy years ago.

Today the value and necessity of that approach is clearer than ever.

Financial services companies spend more than $1 billion annually trying to attract you to utilize their products and services. There are now literally thousands of mutual funds and other investment instruments from which to choose. With so many options and so much at stake, making the right choice is even more daunting.

That's why our advisors believe there are four key things every investor should consider when selecting a financial services company and a financial advisor:

Experience counts. Look for a company that has served investors over a long span of time. You'll benefit tremendously from their more seasoned perspective and the knowledge gained from working through a variety of economic conditions.

You need a plan. It’s not enough to have specific financial goals in mind, you need a plan for reaching them. Those financial providers who can genuinely create such a plan - as opposed to merely selling insurance or investments without one - can help increase your potential for success.

Seek consistency. When it comes to investments, managers who work hard to provide consistent, above-average performance, (as opposed to chasing market fads), will typically create the best possible investing experience—and long term return---for you.

Know what you’re buying. With so many investment choices available to you today, choosing the right ones can be time-consuming, frustrating, even overwhelming work. An effective financial advisor can help simplify those choices by using their training, experience and access to their portfolio managers to help ensure that you have the investments that best match your needs.

We believe Waddell & Reed is unique in the way we satisfy all of these requirements for your success. Not only do we offer a time-tested approach that features unique products and an historically strong investment performance, we offer it to you within the context of personal consultation and a well thought out, individualized plan.

This sets us apart from any other provider of investments or financial planning. What we have to offer, and the way that we offer it, is unique in the industry. And that can make Waddell & Reed uniquely valuable to you.

Choose An Advisor - Take our brief quiz to discover the traits and characteristics that are most important to you in choosing an advisor.