Waddell & Reed, Inc.
Investing. With a Plan®

Waddell & Reed aims to bring passion to the financial planning process. Our mission is to focus on the unique goals, needs and objectives of our clients.  We are committed to the tailoring of suitable investments and insurance, and the financial planning process.  

 

We believe in:
* Helping our clients make well-informed financial choices
* A comprehensive written financial plan based on the client’s values and needs
* Long-term client/advisor commitment
* Honesty and full disclosure
* Investing on a regular basis
* The power of long-term investing
* Suitable allocation and diversification of assets
* A portfolio approach to investments and insurance
 

 

Diversification and asset allocation are investment strategies that attempt to manage risk within your portfolio. Dollar-cost averaging involves making continuous investments over time regardless of fluctuating prices; you should consider your financial ability to continue making purchases through periods of high and low prices.  No investment strategy can guarantee a profit or protect against loss in declining markets.  Investing involves risk and the potential to lose principal.  

 

06/15