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Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles: Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations. Planning. By building personalized plans supported with highly competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action toward achieving them. Advising. Our mission, every day, is to help clients at all stages and through the changes that life may bring.
Omidyar Network is a Redwood City, CA-based company in the Financial Services sector.
Johnson Rice and Co. is a New Orleans, LA-based company in the Financial Services sector.
Broadband Venture Partners is a Dallas, TX-based company in the Financial Services sector.
At Continuum, we believe that the collective whole is greater than the sum of its parts. As a national network of independent advisory firms, Continuum provides independent advisors access to a comprehensive suite of integrated wealth management tools and powerful technology resources designed to simplify their business while optimizing efficiency and accelerating growth. By handling many of the costly and time-consuming back-office functions, Continuum`s advisors can focus on what they do best- serving clients and driving growth.