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Our philosophy for financial intermediaries is the same as that for our other clients: we rely on the depth and breadth of our research, the diverse expertise of our people and discipline of our investment strategies to achieve consistent investment returns and superior service on behalf of all our clients.
Principal Global Investors offers expertise in
equities
,
fixed income
and
real estate investments
, as well as specialized overlay and advisory services.
Through a network of affiliated investment management firms, we’ve expanded our capabilities in both equities and fixed income.
Columbus Circle Investors
manages growth-oriented equities across the capitalization range
Edge Asset Management
has expertise in equities, fixed income and asset allocation.
Post Advisory Group
manages high yield fixed income and related alternative investments
Spectrum Asset Management
manages preferred securities
Morley Financial Services
specializes in stable value portfolios
Within the framework of our investment expertise, we seek:
To add our investment styles to additional separately managed account (SMA) platforms offered by wirehouses, broker/dealers and third-party vendors.
To cross sell additional asset classes
To manage additional institutional assets for major wirehouses
To continue to build our reputation with financial advisors as a world class asset management firm