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  2. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    The company launched its managed accounts offering to a small number of employers in September 2004. By December 2004, it had $1 billion in assets under management. [16] Financial Engines acquired registered investment advisory firm The Mutual Fund Store for $560 million in 2015. [17]

  3. Western & Southern Financial Group - Wikipedia

    en.wikipedia.org/wiki/Western_&_Southern...

    Western & Southern Financial Group, also commonly referred to as Western & Southern, is the Cincinnati, Ohio-based parent company of a diversified group of financial services subsidiaries with $112.2 billion in assets owned and managed as of Dec. 31, 2023. [2] It is a Fortune 500 company at No. 284. [3]

  4. Eaton Vance - Wikipedia

    en.wikipedia.org/wiki/Eaton_Vance

    By the end of 1983, Eaton Vance was managing 23 mutual funds and numerous individual and company accounts, with over $2.3 billion in their accounts. The company's major products were 34 low-risk and tax-free funds by late 1989. The next year, Eaton Vance started promoting its funds via banks, which resulted in a sales profit of $450 million.

  5. Franklin Templeton Investments - Wikipedia

    en.wikipedia.org/wiki/Franklin_Templeton_Investments

    Prominent funds include the Templeton Growth Fund, Inc. (opened 1954), the Mutual Shares fund (opened 1949), and the Mutual Discovery Fund (opened 1992) and the Templeton Growth (Euro) Fund. The Franklin Income Fund (FKINX) is a mutual fund in Morningstar's "conservative allocation" category and "large/value" style box.

  6. List of mutual-fund families in the United States - Wikipedia

    en.wikipedia.org/wiki/List_of_mutual-fund...

    The following is a limited list of mutual-fund families in the United States.A family of mutual funds is a group of funds that are marketed under one or more brand names, usually having the same distributor (the company which handles selling and redeeming shares of the fund in transactions with investors), and investment advisor (which is usually a corporate cousin of the distributor).

  7. Ohio National Life Insurance Company - Wikipedia

    en.wikipedia.org/wiki/Ohio_National_Life...

    Ohio National was founded as a stock company in 1909 but converted to mutual company status in 1959. In 1998, Ohio National reorganized as a mutual insurance holding company (Ohio National Mutual Holdings, Inc.), with an intermediate holding company (Ohio National Financial Services, Inc.).

  8. Acuity Insurance - Wikipedia

    en.wikipedia.org/wiki/Acuity_Insurance

    Acuity Insurance is the 55th-largest property and casualty insurer in the United States. [1]The company operates in 32 states, generates over $2 billion in revenue, manages over $5.5 billion in assets, and employs nearly 2,000 people. [2]

  9. CUNA Mutual Group - Wikipedia

    en.wikipedia.org/wiki/CUNA_Mutual_Group

    TruStage Financial Group was founded in 1935 as the CUNA Mutual Insurance Society. Its purpose was to offer financial protection to Americans during the credit union movement. [8] After World War II, TruStage Financial Group grew rapidly and expanded many of its services. TruStage Financial Group began selling insurance products in 1983.