Contact

Corporate Website

Phone

  • 1-800-638-7890
FIG. 2
We help a wide range
of clients pursue their goals.

THIS DIVERSITY IS A SOURCE OF
STRENGTH AND OPPORTUNITY.

We serve an increasingly diverse group of clients, including institutions, intermediaries,
and individuals. And over the decades we've gradually broadened our investment capabilities around the globe and across asset classes. This combination of diversity and breadth provides stability for our firm while strengthening our ability to serve clients.
Proven service capabilities
apply to new client segments

A diverse distribution model helps us identify opportunities to apply capabilities strategically, as new client needs emerge. In this manner, we build upon our strengths while exploring new ways to bring our products and services to market for new client segments.

For example, our decades of experience providing guidance to individual investors and serving defined contribution plans recently evolved into the one-on-one retirement consultations we now offer retirement plan participants. Similarly, our Social Security Benefits Evaluator, initially designed to help individuals understand how and when to take benefits, is also proving valuable for advisors who seek new ways to serve their own clients—especially among the ranks of baby boomers.

38%

of participants adjusted their asset allocation after a one-on-one consultation.*
*Data compiled between 7/15/2013 and 12/31/2013