Since 1931, American Funds, part of Capital Group, has helped investors pursue long-term investment success. Our consistent approach—in combination with The Capital System℠--has resulted in a consistent long-term track record. Our investment process, The Capital System, combines individual accountability with teamwork. Each fund is divided into portions that are managed independently by investment professionals with diverse backgrounds, ages and investment approaches. An extensive global research effort is the backbone of our system.
Founded in 1982 by Ron Baron, Baron Capital is a research-driven, long-term equity investment firm. We invest in growth businesses with substantial competitive advantages and strong management teams, using a value-oriented purchase discipline. We conduct rigorous research throughout the life of an investment focusing on management’s vision and leadership, and the business’ growth prospects.
Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of investment strategies for individual and institutional clients. Our team-based, risk-aware and performance-driven approach delivers the consistent investment experience you, and your clients, demand. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
Davis Advisors is an independent, employee-owned investment firm founded in 1969. Davis manages approximately $37 billion, primarily in US Large Cap, US All Cap, Global & International equities, through SMAs, mutual funds & wrap accounts. The Davis family, directors & employees have more than $2 billion invested alongside clients and Davis is the largest single investor in each strategy.
With $840 billion of assets under management (as of September 30, 2017), Deutsche Asset Management is one of the world’s leading investment management organizations. Deutsche Asset Management offers individuals and institutions traditional and alternative investments across all major asset classes. Deutsche Asset Management is the brand name of the Asset Management division of the Deutsche Bank Group. The respective legal entities offering products or services under the Deutsche Asset Management brand are specified in the respective contracts, sales materials and other product information documents.
First Eagle is an independent firm that manages approximately $116 billion in assets for institutional and individual clients. With a heritage that dates to 1864, First Eagle is committed to providing prudent stewardship of our clients’ assets and to earning their abiding trust. A focus on absolute returns and a dedication to downside protection remain our primary goals.
Founded in 1980, Hotchkis and Wiley is a boutique asset management firm specializing in value investing. As of December 31. 2017, we manage more than $32 billion in our ten Institutional and Mutual Fund Strategies. Privately held, the majority of our employees have an equity stake in the firm
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients, including PowerShares QQQ. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ.
Investments & Wealth Institute (formerly IMCA) is a professional association, advanced education provider, and standard body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications--Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®)—we deliver rigorous, highly practical education.
As a leading global asset management firm, our investment expertise, strength and innovation have earned the trust and confidence of the world’s most sophisticated institutional and individual investors. With $1.1 trillion in total assets under management (Represents total assets managed by the subsidiaries of the Northern Trust Corporation as of September 30, 2017) and a long-standing history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients. Our comprehensive asset class offering includes passive, factor-based, fundamental active and multi-asset class solutions that are available in a variety of investment vehicles.
OppenheimerFunds, Inc. is one of the largest and most reputable investment management firms in the country. OppenheimerFunds and its subsidiaries offer a broad array of products and services to individuals, institutional investors and corporations worldwide. OppenheimerFunds, including its subsidiaries, managed more than $240 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of June 30, 2017.
Today, Putnam provides investment services across a range of equity, fixed income, absolute return, and alternative strategies. A global asset manager serving individuals, institutions, and retirement plan sponsors, Putnam distributes its services largely through intermediaries via offices and strategic alliances in North America, Europe, and Asia.
For nearly four decades, State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR® ETFs. With trillions* in assets under management, our scale and global footprint provide access to markets and asset classes, and allow us to deliver expert insights and investment solutions. State Street Global Advisors is the investment management arm of State Street Corporation. *Assets under management were $2.67 trillion as of September 30, 2017. AUM reflects approx. $36.0 billion (as of September 30, 2017) with respect to which State Street Global Advisors Funds Distributors, LLC serves as marketing agent; State Street Global Advisors Funds Distributors, LLC and State Street Global Advisors are affiliated.
T. Rowe Price, a global investment management organization with $903.6 B in AUM (as of June 30, 2017), offers financial advisors an exceptional combination of investment management excellence, world-class service and guidance, built upon a heritage of integrity. We differentiate ourselves from competitors through style consistency and a steadfast focus on risk as well as returns.
USCF operates on the leading edge of Exchange Traded Product (ETP) innovation. The firm broke new ground with the launch of the first oil ETP, the United States Oil Fund (USO), in 2006. Over the next decade, USCF designed and issued twelve more specialty ETPs across commodity and equity asset classes. USCF currently manages over $5 billion from its headquarters in Oakland, California.
Vanguard is one of the world’s largest investment management companies, providing an extensive array of investments, services, and practice management solutions to help financial advisors build their practices and serve their clients. As of June 30, 2017, we managed almost $4.11 trillion in U.S. fund assets, including a full range of low-cost ETFs and mutual funds.