Products

We believe that it takes professional advice from qualified financial advisors to help investors achieve their long-term goals. With thousands of mutual funds and other investments available today, a dedicated professional can be invaluable, helping to design an appropriate financial plan and deliver on clients’ needs.

The Ivy Funds investment team, every day, applies its rigorous, risk-focused approach to our highly competitive funds, knowing that our proven results are at work in investors’ portfolios. Most important, we never forget whose money we’re managing. Yours.

Ivy Funds
Across a range of asset classes, investment styles and sectors, Ivy Funds offers a broad span of highly competitive mutual funds.

Retirement Plans
Since time is your greatest ally in building a secure financial future, the right time to invest in your retirement is now. We offer several solid, reliable retirement funding solutions targeting the specific needs of individuals, businesses and non-profit organizations.

Ivy Funds InvestEd 529 Plan - 529 Education Savings Plan
There are many ways to save for college and many choices to make. The InvestEd – 529 Education Savings Plan makes saving simple.

Ivy Funds Variable Insurance Portfolios (VIP)
An annuity can offer the potential for a guaranteed stream of income later in life. Ivy Funds Variable Insurance Portfolios serve as the underlying investment for a number of insurance products, including variable annuity contracts and variable life insurance policies.

Past performance is no guarantee of future results. The Ivy Funds are managed by Ivy Investment Management Company and distributed by its subsidiary, Ivy Funds Distributor, Inc. Waddell & Reed Financial, Inc., the ultimate parent company of Ivy Funds Distributor, Inc., acquired the investment advisor to the Ivy Funds in December 2002.

The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Ivy Funds distributed by Ivy Funds Distributor, Inc. and Waddell & Reed InvestEd Portfolios distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus, or if available, a summary prospectus, containing this and other information for the Ivy Funds, call your financial advisor or click here. Please read the prospectus or summary prospectus carefully before investing.