Institutional Strategies

Waddell & Reed has offered investment management services to the institutional marketplace since 1972. We offer separate account management in domestic equity and domestic fixed income strategies. In addition, many of our separate account capabilities are available as funds. For clients with smaller account or defined contribution plan needs, we also offer two families of mutual funds — Waddell & Reed Advisors and Ivy Funds. Visit the mutual funds section of waddell.com to learn more about these fund options.


Domestic Equity
Core Equity
Large Cap Growth
Large Cap Value
Mid Cap Growth
Small Cap Growth

Domestic Fixed Income
Core Fixed Income
Core Intermediate Fixed Income