Ameritas Investment Partners

Overview

Ameritas Investment Partners is a registered investment advisor managing assets for insurance companies, public and private pension funds, endowments, foundations, mutual funds, and high-net-worth individuals. As of December 31, 2024, the firm managed over $23 billion in assets. The firm offers a comprehensive suite of investment services, including portfolio management, financial planning, and commercial real estate investments. Their investment approach focuses on optimizing returns within a disciplined risk framework, ensuring stability, flexibility, and sustainable long-term value through diversified strategic asset allocations. Ameritas Investment Partners is headquartered in Lincoln, Nebraska, with additional offices in Cincinnati, Ohio, and New York, New York. The firm's investment philosophy emphasizes a strategic approach tailored to each client's unique goals, blending active and passive investment styles to meet diverse financial objectives. Their portfolio spans various asset classes, including fixed income, real estate, private equity, and venture capital, catering to a wide range of industries such as financial services, insurance, public finance, healthcare, technology, consumer goods, energy, utilities, telecommunications, transportation, materials, real estate, media, retail, and education. The firm is committed to providing personalized investment strategies backed by a broad range of investment options, supported by a team of experienced professionals who understand the unique needs of their clients. Ameritas Investment Partners is a subsidiary of Ameritas Life Insurance Corp., a mutual insurance company established in 1887, and operates under the Ameritas Mutual Holding Company. The firm's services are supported by well-defined and skillfully executed investment philosophies, ensuring that clients receive tailored solutions aligned with their financial goals and risk tolerance. Ameritas Investment Partners is registered with the U.S. Securities and Exchange Commission (SEC) and adheres to all regulatory requirements governing investment advisory services. The firm's commitment to transparency and client service is evident through their comprehensive customer relationship summary and other disclosure documents available on their website. Ameritas Investment Partners continues to build on its legacy of providing comprehensive investment services, leveraging its expertise and resources to help clients achieve their financial objectives. The firm's strategic approach and diverse portfolio offerings position it as a significant player in the investment advisory landscape, catering to a broad spectrum of institutional and individual clients seeking professional investment management services.