Tracing its roots to 1928, Wellington Management is one of America´s oldest investment management firms. Wellington Management is one of the largest independent U.S. investment firms focused exclusively on investment management, with approximately $784 billion in client assets as of March 31, 2013.
Wellington Management´s mission as a firm is simple: to exceed the investment objectives and service expectations of their clients. In order to fulfill this mission, Wellington Management has chosen to focus exclusively on the business of investment management. Wellington Management remains an independent, private partnership, which has been a key factor in their stability and continuity over the decades and helps them align their interests with those of their clients. Their commitment to clients is matched by their commitment to employees. Portfolio managers average more than 17 years experience. At Wellington Management, independent research is the cornerstone of the investment management process, and the firm´s proprietary research is the foundation for each investment approach. With over 150 individuals dedicated to their research effort, Wellington Management believes that their coverage of the world´s companies - large and small - is unparalleled in the business. Wellington Management considers their ability to make independent evaluations and establish research priorities central to their ability to pursue superior returns for clients.
Wellington Management is an unaffiliated, independent subadviser to these Jackson® portfolios: