OneDigital Leverages Avantis Investors in Expanded Wealth Management Offering
June 13, 2022 - Kansas City, Mo. - Avantis Investors® >, a $12.5 billion* investment offering from global asset manager American Century Investments® , has been selected by OneDigital Investment Advisors as an investment manager that will help OneDigital with its expansion into wealth management.
“Our people-first financial planning approach combines the ability to easily curate and monitor custom portfolios and blend the strategies provided by our partnering managers,” said Saumen Chattopadhyay, Chief Investment Officer for OneDigital. “We are pleased to partner with Avantis to create custom portfolios that align with our clients’ financial goals and provide the next generation of investment management.” Avantis Investors will provide OneDigital with customized model solutions and separately managed accounts for its clients.
“It is a great honor for us to be able to help OneDigital and their clients with our state-of-the-art investment solutions,” said Avantis Chief Investment Officer Eduardo Repetto. “We are committed to working together with Saumen and everyone else on the OneDigital team for the benefit of the investors they serve.”
OneDigital is a leading insurance brokerage, financial services and human resources consulting firm with more than $100 billion in assets under advisement.
Avantis Investors, established to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions that fit seamlessly into asset allocations and combine the potential for added value with the reliability of indexing, is led by Repetto and Chief Operating Officer Patrick Keating, CFA, CPA.
About American Century Investments
American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting breakthrough medical research. Founded in 1958, American Century Investments’ 1,400 employees serve financial professionals, institutions, corporations and individual investors from offices in New York; London; Frankfurt; Hong Kong; Sydney; Mountain View, Calif.; and Kansas City, Mo. Jonathan S. Thomas is president and chief executive officer, and Victor Zhang serves as chief investment officer. Delivering investment results to clients enables American Century Investments to distribute over 40 percent of its dividends to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization. The Institute owns more than 40 percent of American Century Investments and has received dividend payments of $1.8 billion since 2000. For more information about American Century Investments, visit www.americancentury.com.
OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 employees to deliver the most modern and intuitive customer experience anywhere in the industry. For more information, visit onedigital.com.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
*Assets under supervision as of 6/7/22
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.
©2022 American Century Proprietary Holdings, Inc.