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Overview and Management
Establishment Year
1937
Mission
Our mission is to help clients achieve their long-term financial goals through rigorous research and a culture of integrity. We prioritize active, independent investing and aim to deliver consistent long-term performance.
Values
Integrity, collaboration, curiosity, diversity, and commitment to client success.
Investment Roles
General Partner (GP)
Participant Demographics
Serving individual investors, advisors, institutions, and retirement plan sponsors in 55 countries.
Generational Wealth Planning
Focuses on retirement solutions and financial planning services, including estate planning to ensure long-term wealth preservation.
Risk Tolerance
Moderate risk tolerance, leveraging active management and strategic investing to manage risks and opportunities effectively.
References or Case Studies
Team Experience
Over 800 investment professionals globally, with more than 550 dedicated to field research.
Notable Achievements
Consistent outperformance of actively managed funds over passive peers; AUM growth to $1.63 trillion.
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC-registered
Compliance History
No major violations disclosed.
advisorservices@troweprice.com
Phone Number
410-345-2000
Address
Baltimore United States