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.
Market Perspective/ 8.22.19
Beyond the volatility: is a near-term recession likely?
August has been a highly volatile period for the financial markets. Reignited trade tensions and recent yield-curve inversions have spooked investors, culminating in a 3% drop in the S&P 500 Index on Aug. 14, its worst day of the year. Ivy provides its perspective on these two market moving events.
Ivy Live/ 8.22.19
FAANG: In the government's crosshairs
The big four tech giants – Apple, Amazon, Facebook and Google – are facing antitrust investigations and scrutiny over data privacy. And surprisingly, the push is gaining bipartisan support. Is it just noise for the tech sector or a larger threat to investors?
Market Perspective/ 8.05.19
Fed cuts rates; where do we go from here?
The Fed announced a much-anticipated one-quarter-percentage-point cut to the federal funds rate. Following the decision, Fed Chairman Powell's press conference commentary was perceived as unexpectedly hawkish. While the market had a 'buy the rumor, sell the news’ reaction, but we believe underlying fundamentals should support continued growth during the rest of 2019.
Webcasts / 09.06.19
Maximizing the Value of 529 Plans
Parents are preparing their kids to head back to school as the topic of affording college tuition looms large. Discover how you can help your clients with 529 plans.
Attracting assets in motion
Over the next few decades, client assets currently held by Traditionalists and Baby Boomers will be controlled by Generation Xers and Millennials, reshaping the traditional financial advisor model. Discover how you can plan for each generation.
Why advisors need to understand each generation
Navigating generational differences can be tricky, whether you’re speaking to a younger client or chatting with a long-time client that might be your parents’ age. Knowing each generation can lead to a growing and stable practice.
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.