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An investment program without “core principals” runs like a ship without a rudder. Seas may occasionally be calm, but a rudderless craft will drift into treacherous waters.
For over 30 years Waddell & Associates has navigated clients toward achieving their financial goals by staying true to the following compass:
We own what our clients own.
We prioritize liquidity.
We seek transparency.
We value simplicity.
We balance asset management with risk management.
These parameters allow us access to a wide range of investment opportunities but restrain us from drifting outside the channel. Our global macro-economic, geo-political and macro-market sensibilities inform our investment decision-making process. We believe that worldwide information networks have blurred geographic boundaries. Money moves today with a click of the mouse. Our intent is to anticipate those movements and position the portfolio to benefit from them.
Our investment selections are based on making the best decisions for you, not the most profitable decisions for us. The investment advisors at W&A are bound by fiduciary duty to act in your best interests. We pride ourselves on our craftsmanship and attention to detail.
We offer our expertise to clients without restriction. Our extensive intellectual capital is at your disposal.
With so many moving parts, having a trusted advisor is essential. We know how much effort our clients expend amassing assets. Our mission is to honor that effort through applying our own. We commit to staying on the forefront of investment thought and personal financial strategies. We commit to being available to you whatever the need. We commit to treating your situation with integrity and compassion.
Company Details
- Employees
- 31
- Founded
- -
- Address
- 5188 Wheelis Dr., Memphis,tn 38117,united States
- Industry
- Investment Management
- Website
- waddellandassociates.com
- Keywords
- provided to clients. This is not indicative of this financial advisor’s future performance..
- HQ
- Memphis, TN
Waddell & Associates Questions
Waddell & Associates's website is waddellandassociates.com
Waddell & Associates's LinkedIn profile is https://www.linkedin.com/company/wealthstrategists
Waddell & Associates has
31 employees.
View email and phone details for 31
employees at Waddell & Associates.
Waddell & Associates's industry is
Investment Management
Waddell & Associates's top competitors are
Bradford County Children & Youth Services,
Waddell & Reed,
Vaco,
Life Compass Financial,
Brantley Appraisal Co,
Diversified Trust,
Legacy Wealth Management, Inc. (Memphis, Tn),
Steel Grove Capital Advisors,
Greater Memphis Chamber,
Northwestern Mutual.
Waddell & Associates's categories are Investment Management
Waddell & Associates's founding year is 1985
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Top Waddell & Associates Employees
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David Waddell
n/a
Nashville Metropolitan Area, United States -
Perry Green
Cfo & Senior Wealth Strategist At Waddell & Associates
Memphis, Tennessee, United States, United States3waddellandassociates.com, gmail.com, wealthstrategists.com5 +190186XXXXX
-
Karen Rowe
Brand Experience Strategist At Waddell & Associates
Nashville Metropolitan Area, United States4yahoo.com, yahoo.com, cjadvertising.com, waddellandassociates.com1 +161587XXXXX
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