At Waddell & Reed, what we value most, and remember every day, is the trust that
we have earned – and must continue to earn – from our shareholders. As we work to
deliver highly competitive results across a broad range of stock, bond and specialty
portfolios, we do so with a great deal of experience, perspective and a profound
respect for the trust that you place in us.
Our Approach
Since its inception, Waddell & Reed has held firm to its straightforward investment approach: fundamentals over fads.
Our History
Its roots dating back to 1937, Waddell & Reed is one of the most established mutual fund and financial planning complexes in the country.
Our Resources
Client-centric and results-oriented, both our people and our products are dedicated to helping investors reach their long-term financial goals.