Founded in 1937, Waddell & Reed is one of the most enduring financial services firms in the U.S. For 75 years we have provided proven, professional investment management and financial planning services to individual and institutional investors. Today we operate through three distinct distribution channels:
- Waddell & Reed Financial Advisors: Drawing upon a depth and breadth of investment and risk management products, our national network of financial advisors provides comprehensive investment and personal financial planning services to clients across the U.S. Waddell & Reed,Inc., offers financial planning services in its capacity as a registered investment advisor.
- Ivy Funds Wholesale Distribution: Through our national wholesaling efforts, we distribute our products to retail clients through broker/dealers, retirement platforms and independent registered investment advisors.
- Institutional Management: Many of our investment strategies from Waddell & Reed Investment Management Company and Ivy Investment Management Company are offered to defined benefit plans, pension plans and endowments. We also provide sub-advisory services to other investment companies.