Mutual funds, investment advisory services, and 529 college savings plans.
Western & Southern's investment solutions include mutual funds, personalized investment advisory services, and 529 college savings plans. Mutual funds provide professionally managed, diversified portfolios, while investment advisory services offer ongoing portfolio planning and performance reporting.
The 529 plan helps families save for education expenses with tax-deferred growth and tax-free withdrawals for qualified costs. Securities are offered through registered representatives, and advisory services are provided by registered investment advisors.
| Attribute | Investment Solutions | Fidelity Investments — Investment Management | |
|---|---|---|---|
| Provider |  |  | |
| Founded | 1888 | 1946 | |
| Sells To | — | Employers, Institutional, Retail | |
| Pricing Model | — | Advisory Fees, Brokerage Fees, Management Fees | |
| Ownership | — | Private |
Provider
Founded 1888
Sells To —
Pricing Model —
Ownership —
Provider
Founded 1946
Sells To Employers, Institutional, Retail
Pricing Model Advisory Fees, Brokerage Fees, Management Fees
Ownership Private
Asset-management solutions, mutual funds and institutional mandates offered through the Santander global network.
Goldman Sachs Asset Management offers public and alternative investment solutions across equity, fixed income and multi-asset strategies.
Morgan Stanley Investment Management offers asset management strategies across public and private markets.
Asset-management solutions, mutual funds and institutional mandates offered through the Santander global network.
Goldman Sachs Asset Management offers public and alternative investment solutions across equity, fixed income and multi-asset strategies.
Morgan Stanley Investment Management offers asset management strategies across public and private markets.
