Ultimately, our goal is to combine all of our resources – a personalized and comprehensive approach to your individual situation, the knowledge and insight of our in-house staff of experienced investment managers, and a broad array of our own investment products – to help you achieve your financial goals.
Among our resources, we offer a full-service brokerage model, allowing our advisors to capture a client’s entire financial picture and apply a holistic approach to planning. Through this sophisticated brokerage platform, Waddell & Reed offers mutual fund execution and clearance services for hundreds of mutual funds representing dozens of fund families, providing our clients the ability to choose Waddell & Reed Advisors Funds, Ivy Funds or a strategic combination that includes multiple funds. Clients also have access to managed account solutions, cash management services, market research data as well as personal account information.
Above all, whether building a personalized asset allocation model or creating income distribution strategies, everything we do is executed within the context of a well-thought-out financial plan specifically designed to fit your individual needs.