A global asset management firm with nearly $130 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 (SAM) Portfolios) or specific retirement dates (Principal LifeTime Funds).
We offer 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.
1 As of September 30, 2016.
2 Strategist Insight Lifecycle Report - Q3, 2016.