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Waddell & Reed

Banking - Financial Services
1,000 - 2,500 employees  |  

Founded in 1937, Waddell & Reed is one of the most enduring financial services
firms in the U.S. Providing proven, professional investment management and
financial planning services to individuals and institutional investors, we
operate through three distinct distribution channels:

• Waddell & Reed Financial Advisors. Our national network of financial
advisors provides clients comprehensive investment and personal financial
planning services.

• Ivy Funds Wholesale Distribution. We distribute our products to retail clients
through broker/dealers, retirement platforms and independent RIAs.

• Institutional Management. Many of our investment strategies from Waddell &
Reed Investment Management Company (WRIMCO) and Ivy Investment Management
Company (IICO) are offered to defined benefit plans, pension plans and
endowments. We also provide sub-advisory services to other investment

Securities and investment advisory services offered through Waddell & Reed, Inc., a
broker/dealer, member FINRA/SIPC (
( and a federally registered
investment advisor.

Investors should consider the investment objectives, risks, charges and expenses of a
fund carefully before investing. For a prospectus, or if available, a summary
prospectus, containing this and other information for the mutual funds offered
by Waddell & Reed, call your financial advisor or visit Please
read the prospectus or summary prospectus carefully before investing.