Columbia Threadneedle offers a broad range of actively managed investment strategies, including many 4- and 5-star rated funds, across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. Each of our investment solutions is designed to help address investor needs.
Sponsored by the Office of State Treasurer of South Carolina, our Future Scholar 529 Advisor Plan offers many benefits to investors, including a maximum account balance of $426,000 per beneficiary and a multi-managed investment lineup. While open to residents of any U.S. state, the plan offers additional tax advantages to South Carolina taxpayers.
Columbia Threadneedle manages two closed-end funds that are listed and traded on the New York Stock Exchange. Closed-end funds are professionally managed investment companies that offer investors numerous ways to generate income through portfolio performance, dividends and distributions, and through trades in the marketplace at beneficial prices.
Columbia Threadneedle offers variable portfolios that invest across a wide array of equity, fixed income and alternative strategies. They are offered nationwide within insurance and annuity products. Use the accompanying link to learn more about our portfolios' performance and holdings.
Our suite of seven customized equity options provides highly personalized, tax-efficient solutions to help grow and protect your clients’ wealth.
Our new ETF series offers investors a rules-based, repeatable approach using our global research and capabilities. The result? Lower-cost, risk-managed returns.