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Facts and Insights
LOOMIS, SAYLES & COMPANY, L.P. is a leading investment management firm that provides financial expertise to its clients. With a strong reputation in the industry, the firm is known for its ability to deliver consistent, long-term results for its clients. The firm’s approach is based on thorough research and a rigorous investment process, which has resulted in a track record of success over the years.
Assets Under Management, Number of Advisors and Time in Business:
As of 2021, LOOMIS, SAYLES & COMPANY, L.P. has approximately $325 billion in assets under management, with a team of over 250 investment professionals. The firm was founded in 1926, making it one of the oldest and most established investment firms in the United States.
| Year | Assets Under Management (in billions) |
|---|---|
| 2021 | $325 |
| 2020 | $317 |
| 2019 | $296 |
Financial Services Offered
LOOMIS, SAYLES & COMPANY, L.P. offers a wide range of financial services to meet the diversified needs of its clients. These services include investment management, wealth planning, and retirement planning. The firm is also known for its expertise in fixed income investments and international equities. Its investment offerings cover a broad spectrum of asset classes, allowing clients to build a well-rounded portfolio.
Client Types
LOOMIS, SAYLES & COMPANY, L.P. caters to a diverse set of clients, including individuals, families, and institutions. The firm works with clients of all sizes and backgrounds, and its team of advisors is known for its ability to provide personalized solutions to meet the specific needs of each client.
Fees & Compensation
LOOMIS, SAYLES & COMPANY, L.P. charges clients based on a fee-only structure, meaning the firm does not receive commissions for any product or service it recommends. This ensures that the firm always acts in the best interest of its clients, and there are no conflicts of interest. The fees are based on a percentage of assets under management and vary depending on the type of service provided.
Background
LOOMIS, SAYLES & COMPANY, L.P. was founded in 1926 by Ralph Loomis and Robert Sayles. Over the years, the firm has grown and expanded its offerings, while maintaining its commitment to delivering exceptional results for its clients. Today, the firm is headquartered in Boston, Massachusetts, and has offices around the world.
Financial Advisor Disclosures to Know
As a registered investment advisor, LOOMIS, SAYLES & COMPANY, L.P. is held to a fiduciary standard, meaning it must always act in the best interest of its clients. The firm also discloses all potential conflicts of interest and any fees or compensation it receives for recommending certain products or services. This transparency ensures that clients can trust the advice and guidance they receive from the firm.