Vaughan Nelson Investment Management

Houston, United States Founded: 1970 • Age: 56 yrs
Asset management firm handling equity and fixed income portfolios for institutions and individuals.

About Vaughan Nelson Investment Management

Vaughan Nelson Investment Management is a company based in Houston (United States) founded in 1970. It operates as a B2B, and B2C. Vaughan Nelson Investment Management offers products and services including Equity Portfolios, Fixed Income Portfolios, Mutual Funds, and ETFs. Vaughan Nelson Investment Management operates in a competitive market with competitors including Fidelity Investments, Investec, Northwestern Mutual, Morgan Stanley and Guggenheim Partners, among others.

  • Headquarter Houston, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Vaughan Nelson Investment Management
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Vaughan Nelson Investment Management

Vaughan Nelson Investment Management offers a comprehensive portfolio of products and services, including Equity Portfolios, Fixed Income Portfolios, Mutual Funds, and ETFs. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Management of equity investments for institutional and individual clients

Handling of fixed income assets for various investor types

Funds offering equity and fixed income strategies for clients

Exchange-traded funds focused on managed portfolios

People of Vaughan Nelson Investment Management
Headcount 10-50
Employee Profiles 20
Employee Profiles
People
Dennis Alff
Senior Portfolio Manager - U.s.
People
William Lee
Associate
People
Matt Caire
Portfolio Manager
People
Corrine Richter
Equity Analyst

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Funding Insights of Vaughan Nelson Investment Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Vaughan Nelson Investment Management

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Vaughan Nelson Investment Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Vaughan Nelson Investment Management Comparisons

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Competitors of Vaughan Nelson Investment Management

Vaughan Nelson Investment Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Northwestern Mutual, Morgan Stanley and Guggenheim Partners, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Vaughan Nelson Investment Management

Frequently Asked Questions about Vaughan Nelson Investment Management

When was Vaughan Nelson Investment Management founded?

Vaughan Nelson Investment Management was founded in 1970.

Where is Vaughan Nelson Investment Management located?

Vaughan Nelson Investment Management is headquartered in Houston, United States. It is registered at Houston, Texas, United States.

What does Vaughan Nelson Investment Management do?

Vaughan Nelson is a Houston-based boutique asset manager, an affiliate of Natixis Investment Managers, specializing in equity and fixed income portfolios. They serve non-profit organizations, public and corporate plans, and individual investors through strategies like mutual funds and ETFs. Their approach includes risk management and ESG considerations, focusing on offsetting future obligations. They operate from Houston and Chicago, providing tailored investment services.

Who are the top competitors of Vaughan Nelson Investment Management?

Vaughan Nelson Investment Management's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Vaughan Nelson Investment Management offer?

Vaughan Nelson Investment Management offers Equity Portfolios, Fixed Income Portfolios, Mutual Funds, and ETFs.

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