Who We Are

Managing Money, Making an Impact

Let’s invest to make a difference in your life and the lives of others. Together we can become a powerful force for good.

Ownership Structure

Learn how our owner, the Stowers Institute for Medical Research, emboldens us to mana...

Corporate Responsibility

Find out how we impact communities through contributions of time and money, fund life...

Prosper With Purpose®

When you invest with us for your financial future, you also invest in the future of o...

What We Offer

Solutions for Your Financial Goals (and Concerns)

Whether you’re addressing specific goals or market and economic concerns, we provide investments designed to support your needs.

Explore Our:

Mutual Funds

ETFs

Advisor Solutions

Institutional Investment Capabilities

Family on hiking trail.

Explore Solutions For Life Events

Inflation

College & Education

Retirement

Tax Information

What You Need to Know

Breakthrough Medical Research

Over 40% of Our Profits Contribute Every Year

Our corporate mission includes making an enduring, meaningful societal impact. Over 40% of our profits go to our controlling owner, the Stowers Institute for Medical Research, a world-class biomedical research organization dedicated to defeating life-threatening diseases.

Helix statue at exterior of the Stowers Institute for Medical Research.