Contact our technical support help desk at
1.800.366.4673. Representatives are available between
7:00 a.m. to 5:30 p.m. CDT, Monday through Friday.
This website is designed to facilitate the transmission
of mutual fund data, account information and sales
and educational materials to investment professionals.
By accessing this site you are verifying that you are an
A flexible, tax-advantaged 529 plan that allows you to invest for future education goals.
CIO Insights/ 03.22.20
CIO Insights - Epidemiology of the markets
The spread of COVID-19 appears to have the global economy on the verge of recession. What’s next? We discuss the economic and market implications of the outbreak with Derek Hamilton, Ivy Investments global economist.
CIO Insights/ 03.11.20
CIO Insights: Coronavirus – Market impact and macro view
Fears the coronavirus could quickly evolve into a global pandemic have wreaked havoc on the capital markets. We believe elevated uncertainties will keep market conditions wildly volatile in the near term, but the virus' disruptive affect could be temporary.
Ivy Live/ 03.05.20
Coronavirus: Market impact and macro view
Elevated uncertainties over the coronavirus outbreak and its economic implications have wreaked havoc on the capital markets. On Ivy Live, we discussed current market conditions and how long we might be in this wildly volatile environment.
Webcasts / 03.06.20
Is it time to take a fresh look at how to communicate your value?
A succession plan for the next generation
You’ve spent your career teaching clients the importance of retirement planning and how to protect their assets. But have you considered what will happen to your business when it comes time for you to pass it to the next generation of advisors?
From loyalty to impact and autonomy to experiences discover how each generation defines happiness.
We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.
July Highlights - Shale vs. The World: What's next in a volatile oil market?
Will increased output by OPEC and U.S. shale oil producers put
a lid on prices? How might the supply/demand balance change
if global growth cools?
David Ginther, CPA
Ivy Investment Management Company View Full Bio
David Ginther is co-portfolio manager of Ivy Energy Fund, Ivy VIP Energy and Ivy Global Investors Energy Fund; and of Ivy Natural Resources Fund and Ivy VIP Natural Resources. He has been portfolio manager of the Energy strategies since 2006 and of the Natural Resources strategies since 2013. He also has been co-portfolio manager of Ivy Focused Energy NextShares, an exchange-traded managed fund, since its inception in 2016. Mr. Ginther joined Waddell & Reed in 1995 as an equity investment analyst. He was named assistant portfolio manager of Waddell & Reed Advisors Core Investment Fund in 1999. He was portfolio manager of Ivy Dividend Opportunities fund and Ivy VIP Dividend Opportunities from 2003 to 2013. He was appointed assistant vice president in 1999 and vice president in 2000. He was appointed senior vice president in 2006. Prior to joining Waddell & Reed, Mr. Ginther was a senior business analyst with Amoco Corporation. He began his career with Amoco in 1986, analyzing natural gas fields in Tulsa. He then moved to Amoco corporate headquarters in Chicago and joined its international operations. From there, he moved to Houston and worked in the Worldwide Exploration Business Unit, including international assignments in Africa. Mr. Ginther graduated from Kansas State University in 1986 with a BS in Accounting. He earned a Certified Public Accountant designation in 1992.
Michael Wolverton, CFA Portfolio Manager
Ivy Investment Management Company View Full Bio
Michael Wolverton is co-portfolio manager of Ivy Energy Fund and Ivy VIP Energy, and of Ivy Natural Resources Fund and Ivy VIP Natural Resources. He was named co-portfolio manager of the Energy and Natural Resources strategies in 2016. He had been assistant portfolio manager on those strategies since 2013. He has been co-portfolio manager of Ivy Focused Energy NextShares, an exchange-traded managed fund, since inception in 2016. Mr. Wolverton joined Waddell & Reed in 2005 as an equity investment analyst. He was appointed assistant vice president in 2012 and vice president in 2017. His research responsibilities are concentrated in energy equipment and services, and oil, gas and consumable fuels. From 2003 through 2005 Mr. Wolverton was affiliated with the MBA Investment Fund, LLC as a portfolio manager. In this role, he and his team were responsible for managing three equity and fixed income portfolios totaling $12 million. He held a summer intern position with Waddell & Reed in 2004. Mr. Wolverton graduated from William Jewell College in 1997 with a BS in Accounting. He earned an MBA with an emphasis in Finance from the University of Texas at Austin, McCombs School of Business in 2005. Mr. Wolverton is a CFA charterholder. He is a member of the CFA Institute and the CFA Society of Kansas City.