CLOs on the Move

Waddell and Reed

www.waddell.com

 
Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles: Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations. Planning. By building personalized plans supported with highly competitive investment products and dedicated ...
  • Number of Employees: 1K-5K
  • Annual Revenue: > $1 Billion
  • www.waddell.com
  • 6300 Lamar Avenue
    Overland Park, KS USA 66202
  • Phone: 913.236.2000

Executives

Name Title Contact Details
Shawn Scholz
Vice President of Wealth Management Compliance Profile
Shawn Scholz
Vice President Wealth Management Compliance Profile
Jeff Rowe
AVP Retirement Services Compliance Profile
Jeff Clevenger
Chief Compliance Officer and AML Compliance Officer Profile
Mark Buyle
Senior Vice President, General Counsel and Chief Legal Officer Profile

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Horizon Investments

Horizon is a leading provider of modern goals-based investment management. We work in partnership with financial advisors to deliver investment strategies that align clients` wealth with their life goals. OUR MISSION: Provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout life. True investment success is all about meeting the most important life goals that your clients have set out for themselves, their families and even the world at large. That`s why Horizon`s approach is built on a commitment to goals-based investment management. A goals-based approach can help investors position their wealth to support the key financial results they seek throughout their lives. When your clients align their wealth with their goals, they achieve something that most people can only hope for: The financial security they need to live life on their terms.