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Vaughan Nelson Investment Management, L.P.

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Vaughan Nelson Investment Management, L.P.

Overview:

Vaughan Nelson Investment Management (“Vaughan Nelson”) is a Houston-based investment management firm of highly experienced, research-oriented professionals. Since being founded in 1970, we have focused on managing equity and fixed income portfolios for investors including foundations, endowments, corporate retirement plans and families/individuals. Our management through all market environments reflects strong client relationships based on performance, effective communication and the highest level of client service. High quality trust services are provided through Vaughan Nelson Trust Company.

Our investment approach, successfully implemented over a 40-year period, takes advantage of the in-depth research capabilities of the members of our team; our emphasis on attaining risk-adjusted returns; and our disciplined, team decision-making process which is structured to provide consistent, repeatable performance.

Managing financial assets and providing trust services is the only service we offer to investors. We engage in no other activities which would dilute our dedication to managing portfolios or create a conflict of interest. In addition, our ratio of clients to managers assures investors that their portfolio will be managed by a key member of the decision making team.

With over $7.3 billion under management, our size is ideal in that we have the strength to bring together the number of professionals and other critical resources necessary to perform consistently in all types of markets, yet are small enough to be flexible and for each client to receive customized investment management services.

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