Guggenheim Investments Expands Wealth Channel with New Talent and Innovative Product Suite
Strong performance, advisor partnerships, and client demand fuel accelerated growth in fixed income and alternatives
NEW YORK, Aug. 27, 2025 (GLOBE NEWSWIRE) -- Guggenheim Investments, the global asset management and investment advisory division of Guggenheim Partners, today announced a significant expansion of its wealth channel salesforce and product lineup, reinforcing its position as one of the industry’s fastest-growing fixed income and alternatives managers.
Building on a foundation of industry-recognized performance, deep advisor engagement, and sustained market momentum, Guggenheim Investments will broaden its market access by hiring additional internal and external sales professionals in key regions nationwide.
We believe few firms can match Guggenheim’s consistency. As of July 31, 2025, the firm’s flagship fixed income mutual fund Institutional Share Classes—including Total Return Bond, Macro Opportunities, and Core Bond—ranked in the top quartile of their categories since inception,1 with overall four- and five-star ratings from Morningstar based on risk-adjusted returns.2 Guggenheim has also generated more than $27 billion of inflows3 across 2024 and year-to-date 2025, underscoring both performance and client demand.
“In today’s volatile markets, advisors and clients are looking for income, stability, and proven partners,” said Dina DiLorenzo, President of Guggenheim Investments. “Guggenheim Investments delivers differentiated solutions with a track record of performance. By expanding our reach and product lineup, we are deepening advisor partnerships and extending access to strategies that consistently stand out across market cycles.”
Recent product innovations include Separately Managed Accounts (SMAs) with reduced minimums in Core, Core Plus, Limited Duration, and Municipal strategies—tailored for wealth channel advisors. The firm has also filed for a publicly offered, non-traded business development company (BDC), providing streamlined access to private credit markets through Guggenheim’s experienced team. Planned offerings include a suite of active fixed income ETFs, delivering enhanced flexibility and access for advisors serving diverse client needs.
“Advisors want more than products—they want partnership, research, and client-ready solutions,” said Christopher Parisi, Head of Distribution for Guggenheim Investments. “By expanding our salesforce and advisor support capabilities, Guggenheim is setting the standard for wealth channel coverage: comprehensive, consultative, and performance-driven.”
Guggenheim’s fixed income platform continues to earn industry recognition. For the second consecutive year, and the third time in the past five years, Barron’s named Guggenheim Investments the Top Taxable Bond Fund Family for 2024 out of 48 fund families, highlighting the firm’s consistency, discipline, and unwavering focus on client outcomes.4
About Guggenheim Investments
Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with more than $357 billion5 in total assets across fixed income, equity and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our 220 investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification opportunities and attractive long-term results.
Media Contact
Gerard Carney
Guggenheim Partners
917.703.6368
Gerard.Carney@guggenheimpartners.com
1Inception date of 11.30.2011 for Institutional share classes of Total Return Bond and Macro Opportunities Fund; 1.29.2013 for Core Bond Fund. The Institutional Class for the 1-year period was ranked 22 out of 459 (6th percentile) Intermediate Core Bond funds (Core Bond Fund), 47 out of 264 (14th percentile) Nontraditional Bond funds (Macro Opportunities Fund), and 54 out of 575 (9th percentile) Intermediate Core-Plus Bond funds (Total Return Bond Fund). The Institutional Class for the 5-year period was ranked 34 out of 379 (12th percentile) Intermediate Core Bond funds (Core Bond Fund), 37 out of 232 (22nd percentile) Nontraditional Bond funds (Macro Opportunities Fund), and 86 out of 476 (21st percentile) Intermediate Core-Plus Bond funds (Total Return Bond Fund). The Institutional Class for the 10-year period was ranked 3 out of 281 (1st percentile) Intermediate Core Bond funds (Core Bond Fund), 14 out of 165 (14th percentile) Nontraditional Bond funds (Macro Opportunities Fund), and 15 out of 350 (6th percentile) Intermediate Core-Plus Bond funds (Total Return Bond Fund).
2As of 7.31.2025 the Institutional class for each fund was rated 5 stars for overall, 4 stars for 3 years, 4 stars for 5 years, and 5 stars for 10 years among 424, 424, 379, and 281 Intermediate Core Bond funds (Core Bond Fund), 4 stars for overall, 4 stars for 3 years, 4 stars for 5 years, and 4 stars for 10 years among 213, 213, 204, and 170 Bank Loan funds (Floating Rate Strategies Fund), 4 stars for overall, 4 stars for 3 years, 4 stars for 5 years, and 4 stars for 10 years among 588, 588, 546, and 426 High Yield funds (High Yield Fund), 5 stars for overall, 4 stars for 3 years, 4 stars for 5 years, and 5 stars for 10 years among 528, 528, 485, and 368 Short-Term Bond funds (Limited Duration Fund), 4 stars for overall, 4 stars for 3 years, 4 stars for 5 years, and 4 stars for 10 years among 254, 254, 232, and 165 Nontraditional Bond funds (Macro Opportunities Fund), 5 stars for overall, 4 stars for 3 years, 4 stars for 5 years, and 5 stars for 10 years among 540, 540, 476, and 350 Intermediate Core-Plus Bond funds (Total Return Bond Fund), and 5 stars for overall, 5 stars for 3 years, 5 stars for 5 years, and 4 stars for 10 years among 209, 209, 186, and 112 Ultrashort Bond funds (Ultra Short Duration Fund).
3Asset flows based on GI Gross Assets.
4Barron’s Top Fund Families are awarded annually. For the 1-year period ending in 12.31.2024, Guggenheim Investments ("Guggenheim") was named the #1 fund family in the taxable bond category out of 48 fund families. In the overall Barron’s Top Fund Families rankings for the period ending 12.31.2024, Guggenheim was ranked 46 out of 48 fund families for 1 year, 41 out of 46 fund families for 5 years, and 42 out of 46 fund families for 10 years. For the 1-year period ending 12.31.2023, Guggenheim was named the #1 fund family in the taxable bond category out of 49 fund families. In the overall Barron’s Top Fund Families rankings for the period ending 12.31.2023 Guggenheim was ranked 21 out of 49 fund families for 1 year, 28 out of 47 fund families for 5 years, and 27 out of 46 fund families for 10 years. For the 1-year period ending 12.31.2020, Guggenheim was named the #1 fund family in the taxable bond category out of 53 fund families. In the overall Barron’s Top Fund Families rankings for the period ending 12.31.2020, Guggenheim ranked 2 out of 53 companies over the 1-year period; 18 out of 50 over the 5-year period; 29 out of 44 over the 10-year period. Methodology: All mutual and exchange-traded funds are required to report their returns after fees are deducted, but Barron’s calculates returns before any 12b-1 fees are deducted, in order to measure manager skill (independent of expenses beyond annual management fees). Similarly, sales charges aren’t included in the calculation. Each fund’s performance is measured against all of the other funds in its LSEG Lipper category, with a percentile ranking of 100 being the highest and 1 the lowest. This result is then weighted by asset size, relative to the fund family’s other assets in its general classification. If a family’s biggest funds do well, it boosts its overall ranking; poor performance in its biggest funds hurts its ranking. To be included, a firm must have at least 3 funds in the general equity category, 1 world equity, 1 mixed equity (such as a balanced or target-date fund), 2 taxable bond funds, and 1 national tax-exempt bond fund. Single-sector and country equity funds are factored into the rankings as general equity. All passive index funds are excluded, including pure index, enhanced index, and index-based, but actively managed ETFs and smart-beta ETFs (passively managed but created from active strategies) are included. Finally, the score is multiplied by the weighting of its general classification, as determined by the entire Lipper universe of funds. The category weightings for the 1-year results in 2024 were general equity, 39.1%; mixed asset, 21.6%; world equity, 15.3%; taxable bond, 20.1%; and tax-exempt bond, 3.9%. Then the numbers are then added for each category and overall. The shop with the highest total score wins. Copyright ©2025 Dow Jones & Company, All Rights Reserved.
5GI Total Assets are as of 6.30.2025 and includes $253.9 bn in GI Assets Under Management (AUM), plus $103.9 bn in non-advisory GI Assets Under Supervision (AUS) for a total of $357+ bn. AUM includes leverage of $14.8 bn. Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Wealth Solutions, LLC, Guggenheim Private Investments, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC. Numbers may not total due to rounding.
Past Performance is not a guarantee of future results. GWS serves as the investment adviser and GPIM serves as sub-adviser to Guggenheim Retail SMAs. Guggenheim funds are offered through Guggenheim Funds Distributors, LLC. Investing involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.
The information in this communication about potential future funds is not complete and may be changed. Neither the Securities and Exchange Commission nor any state securities commission has approved or disapproved of these securities or determined if the registration statement is truthful or complete. Any representation to the contrary is a criminal offense. We may not sell these securities until the registration statement filed with the Securities and Exchange Commission is effective. This communication is not an offer to sell these securities and is not soliciting an offer to buy these securities in any state where the offer or sale is not permitted.
Read a fund’s prospectus and summary prospectus (if available) carefully before investing. It contains the fund’s investment objectives, risks, charges, expenses and other information, which should be considered carefully before investing. Obtain a prospectus and summary prospectus (if available) at GuggenheimInvestments.com or call 800.820.0888.
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