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Our team in action.

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Since 1937, our approach has remained simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Watch below to learn more about our personal approach.


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We take your journey seriously and we'll be there every step of the way.

Your journey, goals and plan are our commitment.

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Generational happiness

From loyalty to impact and autonomy to experiences discover how each generation defines happiness.

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Waddell & Reed Advisors Funds Proxy Voting

All shareholders of any Waddell & Reed Advisors Funds should have received a proxy mailing dated April 3, 2017.

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Why diversification matters

When investing, particularly for long-term goals, there is one concept you will likely hear about over and over again - diversification.

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