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Looking for provider partners that understand your business and want to help you grow?

With the plethora of investment providers and choices in the market place today, Retirement Plan Specialists need to partner with companies that understand their needs and provide the investment options and support that cater to the interest of the professional retirement plan advisor and their plan sponsor customer base.

Below is a listing of investment providers, with a demonstrated focus and clear dedication to the DC market and the needs of DC market advisors.

Columbia Management

Columbia Management

With more than $709 billion under management and a history that dates to the early 1900s, Columbia Management and its affiliates make up one of the nation’s largest and most experienced asset management companies.* We offer a comprehensive array of investment solutions, including equity, fixed-income and cash strategies. Our diverse investment solutions and our focus on the needs of our clients make Columbia Management the asset manager of choice for institutions, corporations, advisors and high-net- worth investors.

FOR FINANCIAL PROFESSIONAL USE ONLY

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Pacific Life

Pacific Life, Annuities & Mutual Funds

Founded in 1868, Pacific Life provides life insurance products, annuities and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life counts more than half of the 100 largest U.S. companies as clients and is a member of the Insurance Marketplace Standards Association (IMSA), whose membership promotes high ethical standards for the sale of individual life insurance and annuities.

FOR FINANCIAL PROFESSIONAL USE ONLY

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JennisonDryden

JennisonDryden

JennisonDryden, from Prudential Financial, brings institutional asset management capabilities to retail investors in a wide range of mutual funds and separate accounts. Our success is rooted in a disciplined investment process that has proven itself over decades. It reflects a unique combination of experienced investment talent, intensive in-house research, and sophisticated risk management, all dedicated to delivering superior, long-term performance.

FOR FINANCIAL PROFESSIONAL USE ONLY

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Lord Abbett

Lord Abbett


Founded in 1929, Lord Abbett is an independent, privately held firm with a singular focus on the management of money. We view our business as the practice of a craft and are driven by an unwavering commitment to the stewardship of our clients’ assets. We accept the responsibility entrusted to us and hold ourselves accountable for the results. This sense of responsibility and accountability is reflected in how we manage our firm and how we manage our clients’ money.

Lord Abbett currently manages more than $12 billion in defined contribution assets.* We support financial advisors and their plan sponsor clients with a dedicated team of retirement plan specialists, consultants, and innovative tools. Put our wealth of experience to work for you in developing your retirement plan.

*As of December 31, 2007.

FOR FINANCIAL PROFESSIONAL USE ONLY

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JPMorgan

JP Morgan

JPMorgan is committed to your success in the retirement plan marketplace, offering you proven institutional-quality investments, insightful perspectives on participant behavior and dedicated service and support. Our retirement strategies seek to provide real-world solutions to your plan sponsor clients’ most important challenges— a time-tested way to build your retirement practice. For more information about real retirement solutions from JPMorgan Asset Management, please contact your JPMorgan regional retirement specialist at 877-JPM-IODC (877-576-4632).

FOR FINANCIAL PROFESSIONAL USE ONLY

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Nuveen Investments

Nuveen Investments

INSTITUTIONAL-QUALITY SOLUTIONS FOR DEFINED CONTRIBUTION PLANS

Nuveen’s mission is to offer institutional-quality products and services that address the evolving needs of defined contribution plan sponsors and plan participants. 

Nuveen offers defined contribution plan sponsors investment strategies from seven “boutique” investment managers. Each brings unique expertise to its asset class and style, and all are committed to disciplined investment processes over the long term. 

Nuveen seeks to deliver diversified sources of attractive risk-adjusted returns, and we are pleased to offer a wide variety of equity and fixed income strategies, many of which are available in mutual fund and collective trust format. Nuveen also offers five PersonalPlan ™ target maturity collective trusts. Nuveen is committed to helping investors grow their assets and secure their long-term financial goals.


FOR FINANCIAL PROFESSIONAL USE ONLY

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Invesco AIM

Invesco AIM

Invesco Aim is one of America's leading investment management firms, providing support to advisors to help their clients build and protect wealth. Invesco Aim offers a diversified suite of investment solutions including mutual funds, exchange-traded funds, retirement products, separately managed accounts for high-net-worth and institutional investors, annuities, cash management, college savings plans and offshore products. A subsidiary of Invesco Ltd., which is among the world's largest independent investment managers, Invesco Aim leverages the global expertise of Invesco investment professionals worldwide.

FOR FINANCIAL PROFESSIONAL USE ONLY

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Goldman Sachs

Goldman Sachs

Since 1869, Goldman Sachs has played a key role in shaping companies, institutions and markets worldwide while forming long-term client relationships based on integrity and innovation.

Today, Plan Sponsors are choosing Goldman Sachs Asset Management (GSAM) as investment manager in their retirement plans in an effort to provide investment solutions that deliver strong, consistent performance results, while also addressing critical diversification, style purity, and risk management needs.With more than $737 billion in assets under management1 across geographic borders, investment styles, and asset classes, GSAM is ranked in the top 20 asset management firms globally.2

GSAM offers over 65 different funds in six different share classes available for use by Defined Contribution Plans. In addition to the mutual fund share classes, we also offer Collective Trusts and Separate Accounts in select strategies for qualifying ERISA plans. To address the specific risk concerns and investing style of each Plan Sponsor, we maintain a team-managed approach across a variety of disciplines including Money Market & Fixed Income, U.S. Value Equity, U.S. Growth Equity, International Equity, Quantitative Equity and Asset Allocation strategies.

FOR FINANCIAL PROFESSIONAL USE ONLY

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Paradigm Capital Management

Paradigm Capital Management
Uncovering market inefficiency through fundamental research.

Paradigm Funds give fee-based advisors and retirement professionals access to investment strategies that are otherwise a well-kept secret outside a small circle of institutional investment consultants.

Paradigm is a boutique investment manager specializing in small-cap, SMid-cap, and all-cap investing. The firm has served institutional investors since 1994, and now offers mutual funds and separately managed accounts to fee-based financial advisors and retirement professionals. Unlike many large fund complexes, Paradigm’s four- and five-star mutual funds offer significant capacity in constrained asset classes. The firm’s institutional background provides the discipline required for the style and market capitalization consistency essential for long-term asset allocation models.

FOR FINANCIAL PROFESSIONAL USE ONLY

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Pacific Investment Management Company

Pacific Investment Management Company

Pacific Investment Management Company (“PIMCO”) is a leading institutional money manager with $720.7 billion under management as of September 30, 2007. Pacific Life established PIMCO as a subsidiary in 1971 to offer active fixed-income management of separate accounts to employee benefit plans, endowments and foundations. Initially, the Pacific Life and PIMCO investment staffs were integrated. By 1982, however, PIMCO functioned autonomously on every level and operated in separate facilities.

Throughout its history, the firm's growth has been driven principally by client demand and market opportunities. The firm’s structure and substantial resources provide unparalleled access to, and clout in, fixed-income markets around the world.

FOR FINANCIAL PROFESSIONAL USE ONLY

Click here for News, Events & Contact information from Pacific Investment Management Company
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