Ivy Funds

Founded: 1937
Website: https://www.ivyinvestments.com
Mutual Fund Retirement
Employees: 1001-5000
Type: public
AUM (in Billions): $45.0
Company Phone: 800-777-6472
Sales Phone: 800-777-6472

We are a global organization recognized for inventive, actively-managed investing strategies that help investors best meet their long-term goals. Our roots date to 1937 and, over the years, we’ve built our time-tested investment process within an authentic and demanding culture – one that values preparedness, collaboration and accountability. These values extend from our broad internal investing capability, which reaches all major asset classes, to our subadvisor partners, to the distribution team that supports advisors and our clients. Our approach seeks consistently to deliver highly competitive, long-term results. Our motivation is the understanding that it’s not our money we’re managing; it’s our investors’. It’s their trust that drives us. We work hard to earn it each and every day.

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Contact Bob Edmunds
SVP of Sales and Strategy
Ivy Funds Wholesalers
Mark Bairrington
Philip Evans
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Territory(s):    Illinois
Matt Cheney
Territory(s):    Missouri Arkansas Iowa
Aaron Timmons
Sam Ramirez