Investment Solutions for Private Clients

Since Jennison's inception, the firm has increased its investment offerings and diversified its business to meet the demands of an expanding client base.

While management of institutional assets remains the cornerstone of Jennison's business, today 49% of the firm's business is dedicated to the management of individual private client assets in mutual funds through subadvisory relationships and in broker/dealer-sponsored individually managed accounts.

Jennison is committed to helping its high-net-worth private clients and their families preserve and grow their wealth, diversify their portfolios, and manage their risk and tax liability issues.

Private clients have access to many of the same investment capabilities and services Jennison offers its large institutional and subadvisory clients.  In 1998, Jennison began offering separately managed accounts in its large cap growth equity strategy to a limited number of private clients at lower account minimums through broker/dealer relationships.

The firm has since expanded its private-client offerings to include large cap value, opportunistic equity, small/mid cap core, mid cap growth, and blend.

In addition to these core equity portfolios, Jennison offers private clients multi-strategy portfolios and balanced (equity/fixed income) versions of some strategies, providing asset allocation and diversification options in a single portfolio.



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