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MFWire: USAA Mutual Funds
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USAA Investment Management Company
9800 Fredericksburg Road
San Antonio, TX  78288-0227
Google Maps

Main Phone: 800-531-1445
Web Site: Click Here

Mutual Fund Brand(s)
USAA Mutual Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On November 6, 2018, USAA publicly agreed to sell USAA Asset Management Company to Victory Capital Holdings for $850 million up front (plus an opportunity for contingency payments). The deal is expected to close in Q2 2019, and USAA Asset Management would become Victory's 11th investment franchise.

    USAA Funds are sponsored by USAA and are a family of no-load mutual funds.

    Since September 2010, USAA's mutual funds became available on NTF platforms after the firm signed a distribution pact with E*Trade.

    Executive Management
    In October 2009, USAA hired Dan McNamara as president of USAA Investment Management and Financial Planning. Founding
    A group of U.S. Army officers founded USAA as United Services Automobile Association in 1932 as a self-insurance pool for auto insurance. The business has since expanded to provide a broad range of financial services to veterans, active service members and their families.
    Sponsored Opportunities

    Key People:
    Dan McNamara
    President, Financial Advice & Solutions Group, USAA Investment Management Company
    Brooks Englehardt
    Victory Capital Management VCM / USAA
    Keith Sloane
    Head of Intermediary Distribution, USAA Investment Management Company
    Clifford Gladson
    Senior Vice President of Fixed Income, USAA Investment Management Company
    Stuart Wester
    V.P. of Equity Investments, USAA Investment Management Company
    Eileen Smiley
    Senior Vice President, General Counsel, Hansberger Global Investors
    Jeffrey Hill
    Assistant Vice President, Chief Compliance Officer, USAA
    Robert Galindo
    Mutual Fund Treasurer, USAA
    William Smith
    Vice President, Senior Financial Officer and Treasurer, USAA Investment Management Company
    Steve Fry
    Director, Strategic Relationship Management, Third Party Distribution, USAA Investment Management Company
    Brian Bouchard
    RVP, DC I-O, Transamerica
    Story Archive for USAA Investment Management Company
    Published On Story Headline Publication
    1/25/2021 After Two Deals, a Fundster-Turned-Transition-Chief Exits MFWire.com
    7/2/2019 Victory Saves Another $10MM While Sealing the Deal MFWire.com
    5/16/2019 Victory Squeezes More Out of the USAA Deal MFWire.com
    4/23/2019 Two Asset Management Deals That Weren't MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    1/18/2019 Texas Wins Over an Ohio Fund Firm MFWire.com
    11/8/2018 Why Victory Is Buying USAA AMC MFWire.com
    11/7/2018 USAA Sells Its AM Arm, For $850MM Up Front MFWire.com
    4/11/2018 Active Share Catches a Regulator's Eye MFWire.com
    3/20/2018 T. Rowe, Fido, and PrimeCap Lead This Pack MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    11/6/2017 Week In Preview, November 6-12 MFWire.com
    9/5/2017 Filings For Fundsters - September 5, 2017 MFWire.com
    5/19/2017 Filings for Fundsters - May 19, 2017 MFWire.com
    5/16/2017 These Fund Firms and B-Ds Are Seen as Great Employers MFWire.com
    3/31/2017 SSgA's SHE Sweeps MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/14/2017 How Are Fund Firms Reacting to DoL Rule Delay Limbo? MFWire.com
    3/3/2017 The New Fund Fuss - March 3, 2017 MFWire.com
    2/16/2017 Sloane Expands USAA's Key Account and Investment Resource Teams MFWire.com
    2/15/2017 A Deep Dive Into Fidelity's New Platform MFWire.com
    11/9/2016 PMs Ponder President Trump MFWire.com
    11/7/2016 People on the Move - November 7, 2016 MFWire.com
    10/11/2016 Filings for Fundsters - October 11, 2016 MFWire.com
    8/18/2016 Filings For Fundsters - August 18, 2016 MFWire.com
    7/8/2016 A Texas Mutual Fund Shop Expands Analyst Relations and More MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    3/18/2016 DoubleLine and AB Crush It MFWire.com
    12/21/2015 Sloane Finds an Exec to Lead USAA Into a New Channel MFWire.com
    9/25/2015 More Than 2,000 Advisors Converge on Beantown MFWire.com
    9/21/2015 What's Next After USAA's New Global Equity Income Fund? MFWire.com
    7/8/2015 USAA's Sloane Searches For a Channel Chief MFWire.com
    6/29/2015 Sloane Pivots USAA's MF Distro to the Next Stage MFWire.com
    4/22/2015 USAA Preps ETFs A La Vanguard, With a Twist MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    10/17/2014 Top-Down and Bottom-Up is the Mutual Fund Mantra at USAA MFWire.com
    10/6/2014 Keith Sloane is Dramatically Growing USAA's Fund Distribution Force MFWire.com
    8/6/2013 WSJ Profiles a Talented USAA Bond PM One Year Into Retirement MFWire.com
    7/15/2013 USAA Aims New Funds at the Young and the Old MFWire.com
    5/29/2013 USAA Loses a PM MFWire.com
    5/24/2013 Stork and Reaper for the Week of May 24, 2013 MFWire.com
    5/3/2013 Stork and Reaper for the Week of May 3, 2013 MFWire.com
    4/8/2013 Watch These PMs MFWire.com
    4/5/2013 Stork and Reaper for the Week of April 5, 2013 MFWire.com
    11/20/2012 USAA Terminates Two Subadvisors to Boost In-House Equity Management MFWire.com
    10/19/2012 Stork and Reaper for October 19, 2012 MFWire.com
    9/18/2012 Three Active Funds Slash Their Actives MFWire.com
    7/16/2012 A Look Into USAA's New Advisory Team MFWire.com
    7/13/2012 A $5B Lone Star PM Steps Down MFWire.com
    7/11/2012 USAA Drops Batterymarch, Hires Two MFWire.com
    6/11/2012 McNamara Launches Six USAA Allocation Funds MFWire.com
    4/10/2012 USAA Hires an Ex-Hartford Chief MFWire.com
    10/25/2011 USAA Embarks on a Third-Party Distribution Push MFWire.com
    10/14/2011 High-Yield PMs Rejigger Their Portfolios but Still Avoid the Riskiest Bets MFWire.com
    4/6/2011 A USAA PM Steps Aside Thrice But Stays Put MFWire.com
    11/16/2010 65. Dan McNamara MFWire.com
    10/13/2010 McNamara Reveals USAA's Secret MFWire.com
    10/12/2010 USAA Preps to Launch a Pair of Funds MFWire.com
    9/24/2010 USAA Plants its Flag on NTF Soil MFWire.com
    9/23/2010 USAA Lands on E*Trade's Platform MFWire.com
    9/20/2010 Bill Gross Sees the Importance of Twitter MFWire.com
    8/20/2010 Vice Counts On Guns, Smokes and Booze, Not Dice MFWire.com
    7/21/2010 Marsico Loses a $976 Million Mandate MFWire.com
    7/13/2010 Mutual of America Lands an Intrepid PM MFWire.com
    1/15/2010 Investors are Still Testing the Equity-Fund Waters MFWire.com
    11/17/2009 PMs Weigh in on Golden Prospects MFWire.com
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