Timeline
> Defining Qualities
> Key Strengths
> Management Team
> Clients Served
> Corporate Citizenship
Clients Served

Through its funds and advisory relationships, Ivy manages assets for a host of investors ranging from high-net-worth individuals to blue-chip institutional players. Our clientele includes:

  • Fortune 500 companies
  • Global Banks
  • Multi-National Insurance corporations
  • Global Investment Banking firms
  • Municipality Pension Plans and Monetary Authorities
  • Taft-Hartley Plans
  • Registered Investment Companies
  • Foundations
  • Endowments
  • Non-profits
  • Professional Money Managers
  • High-Net-Worth Individuals
  • Private Family Offices