Firm Overview

Founded in 1970, Vaughan Nelson is a Houston-based investment manager with $12.4 billion (as of 9/30/20) under management. We are an affiliate of Natixis Investment Managers, S.A., one of the 15 largest asset management firms in the world with $1,018 billion dollars under management (as of 06/30/20). 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

Form ADV Information

Form ADV Part 1 (03-2020)
Form ADV Part 2A Brochure (06-2020)