Firm Overview

Founded in 1970, Vaughan Nelson is a Houston-based investment manager with $12.3 billion (as of 6/30/19) under management. We are an affiliate of Natixis Investment Managers, S.A., one of the 15 largest asset management firms in the world with $960.3 billion dollars under management (as of 3/31/19). 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.

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

Form ADV Information

Form ADV Part 1 (07-2019)
Form ADV Part 2A Brochure (03-2019)