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Better questions can lead to better outcomes
Curiosity drives us to understand what matters to you. So we empower you to invest for your goals through access to our tools, resources, and expert support.
Why invest directly with us?
When you become our client, you gain a personal investing partner—plus, through our tiered benefits program, additional perks can become available as your investments grow with us.
85+
Helping clients save and invest for retirement for over 85 years.
60%+
That’s how many of our mutual funds with a 10-year track record outperformed their 10-year Lipper average.1
80%+
More than 80% of our mutual funds for individual investors have gross expense ratios below their peer category average.2
We’ll guide you and your family at every stage
When you invest directly with us, you have better access to our holistic account offerings. Whether it’s retirement savings, building your personal wealth, or saving for education, we’ve got you covered—all under one roof.
Retirement
What does retirement look like for you? Whether you’re saving for it or living in it, let’s find out together.
General Investing
Turn your savings into investments. From a big purchase to building a safety net, access your money when you need it.
Education Savings
Getting an education is a family matter. The sooner you save, the more your family can put towards an education.
Insights backed by over 85 years of curiosity
Like you, we keep learning and adapting to stay ahead. Our Insights reflect our active management approach, giving you access to our experts’ perspectives as the market changes.
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The performance data shown is past performance and is no guarantee of future results. All investments are subject to risk, including the possible loss of principal. Results from other time periods may differ.
(1) 142 of our 307 mutual funds had a 10-year track record as of 9/30/2025 (includes Investor Class and I Class Shares). 88 of these 142 mutual funds (62%) beat their Lipper average for the 10-year period. 154 of 301 (51%), 159 of 280 (57%), and 137 of 241 (57%) of the mutual funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 9/30/2025, respectively. Calculations based on cumulative total return. Not all mutual funds outperformed for all periods. (Source for data: Lipper Inc.) Past performance is no guarantee or a reliable indicator of future results.
(2) Source: Lipper Inc. 124 of 153 of our Investor Class mutual funds (excludes mutual funds not available for direct purchase) more than 6 months old had gross expense ratios below their Lipper averages based on fiscal year-end data available as of 9/30/2025.
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