For decades upon decades, we’ve been working alongside you. Meeting with financial professionals in offices from Michigan to Miami, London to Luxembourg and Singapore to Sydney, we work hard to understand your business and help you succeed.
We build our relationships while seeking to keep costs low for investors, thanks to our focus and scale.
It takes more than market know-how. It’s about trust, honesty and confident advice.
That’s why we make the commitment to understand your needs, so we can be a trusted partner for the long haul. When the industry changes, we change too. When technology evolves, we evolve with it. When your needs change, we’re there for you, giving you the service and support that are right for your needs. And because we are privately owned, we can keep investing in the people, technology and infrastructure that we believe generate better outcomes for you and your clients.
Being a financial professional means that sometimes you also have to be a coach, guidance counselor or trusted friend.
That’s why we offer so much more than investment choices. We can help guide your client conversations for important issues like managing emotions, understanding investing and staying in the market. We offer tools and calculators to help you and your clients plan for the future. You can turn to us for our market insights and industry knowledge. And, of course, there is our world-class service center, with representatives who take the time to answer questions, suggest resources and help you with anything you need to support your client-servicing efforts.
We support you in three ways: through distribution and service, industry engagement, and products and innovation. This way, we can make sure we offer holistic support for whatever you need, whenever you need it.
In the coming years, we will continue to evolve in the many ways we do business with you, including offering a broader array of products and services curated to suit your needs.
We have four core beliefs central to helping you succeed.
More beliefs
Your clients need portfolios as individual as they are. Our portfolio construction approach lets you customize a mix that works with the individual goals of your clients.