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Affiliates

Through our affiliates, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the United States and internationally.

Waddell & Reed’s businesses provide proven, professional investment management and financial planning services to individuals and institutional investors in the United States and globally. We go to market under two primary brands.

Ivy Distributors, Inc.

A global organization recognized for inventive, actively-managed investing strategies that help investors meet long-term goals, Ivy Investment Management Company’s time-tested investment process is built from an authentic and demanding culture – one that values preparedness, collaboration and accountability. These values extend from a broad internal investing capability, which reaches all major asset classes, to a range of strategic partners. We distribute products in wholesale, institutional and offshore channels under the Ivy Investments umbrella.

IVY INVESTMENTS® refers to the investment management and investment advisory services offered by Ivy Investment Management Company, the financial services offered by Ivy Distributors, Inc., a FINRA member broker dealer and the distributor of IVY FUNDS® mutual funds and IVY VARIABLE INSURANCE PORTFOLIOS℠, and the financial services offered by their affiliates. Ivy Investment Management Company is also the the investment manager and global distributor of the IVY GLOBAL INVESTORS FUNDS℠, a range of sub-funds of IVY GLOBAL INVESTORS FUNDS℠ SICAV, an umbrella UCITS fund domiciled in Luxembourg. Ivy Distributors, Inc. is a sub-distributor of IVY GLOBAL INVESTORS FUNDS℠ to the U.S. NRC market.

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Waddell & Reed, Inc.

Our national network of more than 1,800 financial advisors provides comprehensive, personal financial planning services to clients across the United States. As more middle-income and mass affluent individuals and families realize the importance of planning for their financial futures, the demand for professional financial advice has grown markedly. Our advisors specialize in developing personal financial plans and investment strategies for retirement, education, insurance and estate planning needs.

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Phil S

Every day the world changes. We have high expectations of ourselves, and a responsibility to our investors, to continually understand those changes and interpret the implications.

Chief Executive Officer | Chief Investment Officer