A global asset management firm with nearly $145.9 billion in assets under management,1 we deliver diverse mutual fund strategies for individual and institutional clients, and offer more than 50 institutional quality equity, fixed-income, currency, real estate, and alternative strategies.
Our three core strengths:
Leveraging the resources and affiliates of Principal Global Investors (sub-advisor to many of the Principal Funds) across 70 countries, we are able to manage portfolios and trade during daylight hours in every time zone.
A pioneer in asset allocation, we offer nearly 20 years of experience—and as the sixth-largest manager of lifecycle funds, we offer a full family of asset allocation strategies.2
Rely on our family of asset allocation fund solutions to target a desired level of risk (Strategic Asset Management Portfolios) or specific retirement dates (Principal Lifetime Funds).
Discover a full spectrum of retirement accounts for individual and small business clients alike, from traditional, Roth, and rollover IRAs, to SEP and SIMPLE IRAs and 401(k) plans. Our many resource guides and tools can help you determine the right solutions for your clients today. And our Social Security and Medicare optimization strategies help ensure you are providing truly holistic income planning, so that they can look forward to and enjoy retirement.
1 As of September 30, 2018.
2 Strategic Insight Lifecycle Report – Q4’15