Waddell & Associates, LLC

Investment Strategy

Waddell & Associates develops client-specific portfolios utilizing mutual funds, ETFs, and structured notes, often employing model portfolios aligned to each client's investment policy, risk tolerance, and objectives. Their approach is unconstrained by capitalization size or geographic domicile, guided by a global, macro-economic view formed through diverse research methods. The firm implements both active and passive management styles: active managers blend fundamental, technical, bottom-up, and top-down analyses, while passive strategies adhere to target benchmarks or rules-based models aiming for long-term risk premia. Portfolio adjustments reflect evolving market conditions and economic outlook, and the firm is open to managing individual equities and fixed-income positions where beneficial to the client.