Firm Overview

Founded in 1970, Vaughan Nelson is a Houston-based investment manager with $12.8 billion (as of 9/30/17) under management. We are an affiliate of Natixis Global Asset Management, S.A., one of the 15 largest asset management firms in the world with $877 billion under management (as of 12/31/16). Vaughan Nelson operates as a boutique manager under the Natixis umbrella. The firm manages three equity products; all of which employ the same targeted return investment philosophy: Select (U.S. concentrated all cap), Value Opportunity (smid/mid) and Small Cap Value. The firm also applies one fixed income philosophy to manage Core Fixed Income, Limited Maturity and Tax-Free Municipal products.

Form ADV Information

Form ADV Part 1 (03-2017)
Form ADV Part 2A Brochure (03-2017)