Getting Started

Old Mutual Investment Group connects all kinds of experts—the savvy business leader, the hardworking employee, the thoughtful investor—with the retirement, benefits, and investment insights they need to feel confident taking the next step. People’s life savings are too often left to chance.

We’re committed to helping more people and businesses make financial progress. We’re focused on personalized insights to help meet your goals today—and reach your dreams for tomorrow.

• We support you so you can confidently choose and use benefits and create a lifelong plan to build wealth.
• We nurture business growth with retirement plans and benefits that support employees and owners.
• We collaborate with clients to put specialized asset management and investment insights to work.

Old Mutual Investment Group has never stopped learning, growing, and adapting. Today, we continue to lead with our core values. Our culture is powered by people and led by a diverse management team.

Meaningful investments start at our own front door.

We’re helping build a more inclusive, resilient world by improving access to useful, affordable financial products. Our strategic partnerships, such as our support of a variety of events and athletes to help strengthen access and equity, help bring our values to life. We’re also holding ourselves accountable on measurements including employee inclusion.

Replacing market timing and stock picking with low-cost index funds and a long-term plan, we sought to eliminate chance from our clients’ portfolios—and from their financial lives.

Today, we use thoughtful financial planning and portfolio construction to help give you a clear path forward, the ability to make better decisions, and a higher probability of accomplishing what matters most.