Find a range of investments and services to meet your diverse needs


Just as no two people are exactly the same, investment products and services are built specifically to meet different and specialized needs.

Whatever your life stage, savings level or goals, Waddell & Reed offers a range of investment options, services and planning tools to help take you where you need to go. From individual investments, to retirement planning products, education funding plans, insurance and risk management and plans for businesses, talk to your advisor about the options and the right choices for your long-term needs.

Mutual funds
Select from investment options across all asset classes, sectors and disciplines, with access to thousands of mutual funds from more than 100 fund families.

Advisory programs
Work towards your goals with a variety of investment alternatives offered through advisory programs, which offer:

  • Personalized profile
  • Customized investment models
  • Independent analysis
  • Investment guidance and expertise
  • Financial planning tools
  • Periodic rebalancing

General securities
Support your financial plan with a full range of general securities including equities, fixed income, and options.

Education savings
Choose the education savings vehicle that’s right for your situation – 529 college savings plans, Coverdell Education Savings Account, or UGMA/UTMA.

Retirement solutions
Fund your retirement or offer a retirement plan for your business with access to individual, employer-sponsored, small-business-owner, nonprofit and government retirement plans from providers that specialize in the retirement plan market.

Insurance and annuities
Manage risk with a selection of products including fixed and variable annuities, life insurance, long-term care insurance and disability income insurance offered by top-rated insurers.

Cash management solutions
Complement your financial plan with banking and cash management solutions, including direct deposit, check writing, bill-paying services and debit card.

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We take your journey seriously, and we'll be there every step of the way.

Your journey, your goals and your plan are our commitment.

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