Firm Overview

Founded in 1970, Vaughan Nelson is a Houston-based investment manager with $15.1 billion (as of 6/30/21) under management. We are an affiliate of Natixis Investment Managers, S.A., one of the 15 largest asset management firms in the world with $1,355 billion dollars under management (as of 03/31/21). Vaughan Nelson operates as a boutique manager under the Natixis umbrella. The firm manages six equity products; all of which employ the same targeted return investment philosophy: Select (U.S. concentrated all cap), Value Opportunity (smid/mid), Small Cap Value, International Small Cap, Global SMID and Emerging Markets Opportunities. The firm also applies one fixed income philosophy to manage Core Fixed Income, Limited Maturity and Tax-Free Municipal products.

Our parent, Natixis Investment Managers, serves financial professionals with a more insightful way to construct portfolios. Powered by the expertise of 26 specialized investment managers globally, Active Thinking℠ is applied to deliver proactive solutions that help clients pursue better outcomes in all markets. Learn More

Customer Relationship Summary

Form CRS

Consumer Privacy

Vaughan Nelson Privacy Notice
California Consumer Privacy Act
("CCPA" or the "Act")

Form ADV Information

Form ADV Part 1 (07-2021)
Form ADV Part 2A Brochure (03-2021)