For more than seven decades, Waddell & Reed has helped millions of Americans develop customized financial plans to help them get to where they want to go in life. Our philosophy is clear and simple:
Investing. Each Waddell & Reed financial advisor has direct access to our investment management team as well as a wide array of highly competitive products and services. Quite simply, we do our own work, believe in our own research and act on our own ideas.
With a plan. We develop comprehensive, personal financial plans tailored specifically to each client’s needs. Over time, we help individuals and families turn their dreams – such as sending children to college, providing for retirement, or simply accumulating assets – into attainable, real solutions that can improve their lives.
By building personalized plans supported with strong investment products, we enable our clients to identify their financial planning goals and to take action toward achieving them.
That’s investing. With a plan.