Oneamerica Asset Management, LLC (Indianapolis)

Oneamerica Asset Management provides selection of other advisers, publication of newsletters, security ratings or pricing services, educational seminars and workshops, and third party investment adviser services and private placement co-participation. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oneamerica Asset Management: assets under management

The assets under management (AUM) of Oneamerica Asset Management, LLC is $22.2 billion. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $22.02 billion in discretionary accounts and $182.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.4 billion each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $45.51 million.

Investments

The firm invests in other assets the most. They account for 38% of the total AUM. The second-largest asset type is state and local bonds, which make up 2% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oneamerica Asset Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Oneamerica Asset Management serves?

The only and largest group of clients of Oneamerica Asset Management is insurance companies with 7 clients and $22.12 billion of assets under management. Among the 13 most similar advisory firms, Oneamerica Asset Management has the highest percentage of insurance companies out of all clients.

The amount of regulatory assets under management is $22.12 billion for 7 clients. None of the firm’s clients are foreign persons or businesses.

Oneamerica Asset Management doesn't advise any private funds.

Careers at Oneamerica Asset Management, LLC

The company employs 31 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Indianapolis

The principal office where Oneamerica Asset Management, LLC performs its advisory services is located at One American Square, Indianapolis, IN 46206 The mailing address of the firm is One American Square, Indianapolis, IN 46206 0368. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-285-1877 or by fax 317-285-1470. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at oneamerica.com.

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