Waddell & Reed, Inc., founded in 1937, is one of the oldest mutual fund complexes in the United States, having introduced the Waddell & Reed Advisors Group of Mutual Funds in 1940. We completed an initial public offering in 1998.
Today, we distribute our investment products through the Waddell & Reed Advisors channel (our network of financial advisors), our Wholesale channel (encompassing broker/dealer, retirement, and registered investment advisors, as well as the activities of our Legend subsidiary), and our Institutional distribution effort (including defined benefit plans, pension plans and endowments, and subadvisory partnerships.)
Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the United States. Waddell & Reed Investment Management Company serves as investment advisor to the Waddell & Reed Advisors Group of Mutual Funds, Ivy Funds Variable Insurance Portfolios, Inc. and Waddell & Reed InvestEd Portfolios, Inc., while Ivy Investment Management Company serves as investment advisor to Ivy Funds, Inc. and the Ivy Funds portfolios. Waddell & Reed, Inc. serves as principal underwriter and distributor to the Waddell & Reed Advisors Group of Mutual Funds, Ivy Funds Variable Insurance Portfolio, Inc. and Waddell & Reed InvestEd Portfolios, Inc., while Ivy Funds Distributor, Inc. serves as principal underwriter and distributor to Ivy Funds, Inc. and the Ivy Funds portfolios.
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Contact Information
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Investor Relations Contact
Nicole McIntosh
Director of Investor Relations
Phone
800-532-2757
913-236-1880
Fax:
913-236-2017
nmcintosh@waddell.com
Address
Waddell & Reed Financial, Inc.
6300 Lamar Avenue
Overland Park, KS 66202
Main Phone
913-236-2000
Customer Service (for Mutual Funds)
Phone:
1-888-WADDELL (923-3355)
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Transfer Agent
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Computershare
PO Box 219045
Kansas City, MO 64121
Phone
877-498-8861
http://www.computershare.com
Independent Accountants
KPMG LLP
Kansas City, MO
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