Waddell & Associates
Investment Management, 5188 Wheelis Dr, Memphis, Tennessee, 38117, United States, 11-50 Employees
Phone Number: +19*********
Who is WADDELL & ASSOCIATES
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 year...
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Headquarters: 5188 Wheelis Dr, Memphis, Tennessee, 38117, United States
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Date Founded: 1985
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Employees: 11-50
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Revenue: $10 Million to $25 Million
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Active Tech Stack: See technologies
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CEO:
Lanie Oberg
Email
Phone
Industry: Investment Management
SIC Code: 6282
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding Waddell & Associates
Answer: Waddell & Associates's headquarters are located at 5188 Wheelis Dr, Memphis, Tennessee, 38117, United States
Answer: Waddell & Associates's phone number is +19*********
Answer: Waddell & Associates's official website is https://waddellandassociates.com
Answer: Waddell & Associates's revenue is $10 Million to $25 Million
Answer: Waddell & Associates's SIC: 6282
Answer: Waddell & Associates's NAICS: 523930
Answer: Waddell & Associates has 11-50 employees
Answer: Waddell & Associates is in Investment Management
Answer: Waddell & Associates contact info: Phone number: +19********* Website: https://waddellandassociates.com
Answer: 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.
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