We know that your goal as a fiduciary is to offer a competitive, compliant, well-designed plan. And the investments you choose need to both fit your plan requirements and drive successful outcomes.

Our portfolio managers have deep experienceaveraging 21 years in the industry and 16 years with T. Rowe Price.*

A broad range of investment options.

As one of the largest U.S. mutual fund companies as measured by assets under management, we offer access to a range of high-quality proprietary and nonproprietary investment products with flexible pricing structures. And we have the ability to add services as your needs grow and evolve. You have access to:

  • More than 90 proprietary mutual funds driven by our approach to strategic investing
  • Nonproprietary investment options from more than 60 investment managers
  • Access to a robust Brokerage service
  • Custom investment solutions for your plan's unique needs
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See how our investment professionals go out into the field to get the full story.

Our Strategic Investing Approach

We believe in strategic investing.

At T. Rowe Price, we believe in strategic investing. This means we don't stop at surface-level analysis. Instead, more than 350 of our investment professionals travel the world to get the full story behind the companies we consider investing in. It's this passion for exploration and understanding that has helped inform better decision-making and prudent risk management since 1937.

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Rigorous Research

350+ investment professionals go into the field*

We use our size, resources, and research to see company operations firsthandwhere they happen.

We take time to interview top managers, employees, competitors, and consumers, asking direct questions to get the full story behind the numbers.

Our experienced team analyzes all of these details to make skilled, independent judgments.

 

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Prudent Risk Management

We seek to manage risk and maximize value.

We have weathered all kinds of markets and this depth of experience allows us to understand the geopolitical and economic factors and react to them opportunisticallyeven defensivelywhen necessary.

As conditions change, we're able to remain focused on achieving solid long-term results for your plans and participants.





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Forward Looking

We don't wait for change. We seek to get ahead of change for our clients.

Our people think independently but act collaboratively. They assess when to move with the crowd and when to move against it; when to quickly take advantage of market fluctuations and when to hold tight.



 

 

 

Call 1-800-638-4546 to request a prospectus or, if available, a summary prospectus; each includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing.

*As of December 31, 2017.