Waddell & Associates

www.wealthstrategists.com

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.

Read more

Reach decision makers at Waddell & Associates

Lusha Magic

Free credit every month!

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.

Read more
icon

Country

icon

State

Tennessee

icon

City (Headquarters)

Memphis

icon

Employees

11-50

icon

Founded

1985

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Senior Wealth Strategist , Director of Development

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Strategist

    Email ****** @****.com
    Phone (***) ****-****
  • Development Strategist

    Email ****** @****.com
    Phone (***) ****-****
  • Brand Experience Strategist

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(4)

Reach decision makers at Waddell & Associates

Free credits every month!

My account

Sign up now to uncover all the contact details