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Wellington Management is one of the world’s leading independent asset managers. Since our foundation in 1928, we have expanded from our headquarters in Boston to the main international and Asian financial centers, providing clients with local knowledge and global expertise. Learn more about our company. USD 1 T+.
The Wellington Edge. Wellington Management is one of the world’s leading independent asset managers. Since our foundation in 1928, we have expanded from our headquarters in Boston to the main international and Asian financial centres, providing clients with local knowledge and global expertise. Learn more about our company.
1928 – 1933. We trace our roots back to when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the United States. Wellington Management Company was incorporated in 1933.
Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. The firm serves as an investment advisor to over 2,200 institutions [2] in over 60 countries, as of 30 June 2020. [3]
WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only.
Wellington Management Company LLP. Four Embarcadero Center, Suite 2610. San Francisco, California. 94111 ...
Ads
related to: Wellington Management Company- 13 Retirement Blunders
Retire at ease, avoid these errors.
Blunder #9: Buying Annuities.
- 6 Pitfalls of Funds
Funds alone are not a
comprehensive investment strategy.
- 401(k) and IRA Tips
Learn the differences.
Is it time to rollover your 401(k)?
- Investments in Retirement
Find out some of the best ways
to invest to reach your goals.
- Retirement Income Guide
Discover How To Make Your
Portfolio Work For You!
- Annuities In Retirement
Beware Of This Investment Vehicle
Learn Why Many Fail To Deliver
- 13 Retirement Blunders