Waddell & Reed

Category: Financial
80 S. Lake Avenue, #720
Pasadena, CA 91101
626-568-2770 www.waddell.com

Waddell & Reed is a financial services firm that has been working with individuals and businesses for over 70 years, making it one of the most established mutual fund and financial planning complexes in the country. Our conservative investment approach is based on fundamentals over fads. Always recognizing that we manage “other people’s money,” we are willing to forgo some gains in an effort to protect our investors from losses. Nonetheless, Waddell & Reed Advisors Funds was recently ranked at the top of the “Best Mutual Fund Families” over the last five years in an annual ranking published by Barron’s. In the newspaper’s Feb. 1, 2010 issue, Waddell & Reed Advisors Funds placed first in terms of performance over the five-year period ended Dec. 31, 2009, out of 54 fund families.