Transamerica Asset Management Partners to Promote Managed Accounts
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Solicitation agreement brings Great Lakes Advisors' established Large Cap Value strategy to TAM's advisor network through SMAs and UMAs
TAM's expansion into managed accounts reinforces the firm's commitment to providing advisors with access to differentiated investment solutions across a growing range of investment formats. By leveraging GLA's established Large Cap Value strategy and TAM's distribution scale and advisor relationships, the partnership creates growth opportunities for both firms, expanding GLA's access to intermediary channels while broadening managed account offerings for advisors and their clients through TAM.
"At TAM, our vision is to connect the right solutions to our clients' needs, and this GLA partnership extension reflects that commitment," said
The strategy is available in a managed account through several prominent firms and platforms, including LPL Financial,
"We're thrilled to expand our long-standing partnership with Transamerica by making our Large Cap Value SMA and UMA available to their distribution network," added
About Transamerica Asset Management
Transamerica Asset Management, Inc. (TAM) is an SEC-registered investment adviser that provides investment management services designed to help individuals and institutions pursue their long-term financial goals. With a focus on disciplined investing, strong governance, and thoughtful risk management, TAM partners with asset managers to navigate evolving market environments with confidence.TAM is an indirect wholly owned subsidiary of Aegon Ltd., an international life insurance, pension, and asset management company.
About Great Lakes Advisors
Founded in 1981, Great Lakes Advisors® is headquartered in Chicago, Illinois with offices in Tampa, FL and Stamford, CT. They offer a wide range of fixed income and equity strategies across all market capitalizations and have deep portfolio management capabilities within ESG, Socially Responsible, Tax Managed, and Customized account solutions. The firm's clients include public funds, multi-employer plans, corporations, religious communities, endowments/foundations, health care plans, and private wealth management clients.
Great Lakes Advisors is a wholly owned subsidiary of Wintrust Financial Corporation (NASDAQ: WTFC), a financial holding company with $74.7 billion in assets.
Investments are subject to market risk, including loss of principal. Transamerica companies and Great Lakes Advisors, LLC are not affiliated companies.
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SOURCE Transamerica
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