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Our social capital is the product of the interconnections we have with those around us, and we want and expect that our actions will result in meaningful relationships. We intentionally direct our efforts to benefit specific stakeholders, including:

  • Our clients and shareholders
  • The U.S. military community
  • Nonprofit organizations
  • Business partners and suppliers

Serving clients and shareholders

Victory Capital serves a wide range of clients, including institutions, intermediaries, retirement plans, financial advisors, 529 education savings plan account holders, and individual investors.

Our product offering provides clients a diverse array of independent investment approaches and innovative vehicles designed to produce the outcomes necessary for our clients to achieve their objectives.

The mix includes equity, fixed income, and solutions-oriented strategies. It includes a diverse spectrum of market capitalization segments, investment styles, and approaches. Our Solutions Platform provides asset allocation funds, multi-manager funds, and rules- and factor-based and thematic ETFs.

Client assets are managed by our Investment Franchises and Solutions Platform. Each has the autonomy to make independent portfolio decisions without being encumbered by routine administrative, operational and distribution functions. This puts our investment professionals in a position to focus on managing their portfolios and servicing clients, which we believe can help lead to desired long-term investment returns.

Investment Franchises

Client assets are managed by our Investment Franchises and Solutions Platform. Each has the autonomy to make independent portfolio decisions without being encumbered by routine administrative, operational and distribution functions. This puts our investment professionals in a position to focus on managing their portfolios and servicing clients, which we believe can help lead to desired long-term investment returns.


Fixed income professionals, specializing in total return and convertible securities strategies. Team’s process is independent, comprehensive and repeatable.

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Institutional approach to managing value-oriented equities. Fundamental process seeks to identify the right company at the right price at the right time. 

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Growth and core equity specialists since 1998. Focus on superior stock selection through fundamental research.

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New Energy Capital is a leading alternative asset management team that invests across the capital structures of small-and mid-sized clean energy infrastructure projects and companies.

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Fundamental, high conviction approach to large cap growth and global strategies.


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Actively managed growth, value and global equity strategies rooted in critical thinking, deep research and careful security selection.

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Emerging markets specialists. Integrate quantitative and fundamental research to identify companies with the potential for sustained above-average earnings growth at attractive valuations.

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Mid and small cap value specialists. Team’s process is Disciplined, Sustainable and Rooted in Value.

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THB focuses on managing niche U.S., global and international micro, small and mid capitalization investment strategies that have the potential to deliver strong absolute returns for our clients. Our approach is rooted in identifying and exploiting inefficiencies in the markets while applying a robust environmental, social and governance (ESG) practice.

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Quantitative and fundamental approach to managing international equity strategies.

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The brand you trust is now backed by the investment expertise of Victory Capital.

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Victory Capital’s Solutions Platform has three primary focuses: steering innovative product development, managing client investments, and developing customized, forward-thinking portfolios across asset classes, geographies, and investment approaches.

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Active, high-conviction strategies rooted in intensive macroeconomic research and deep wisdom about the forces that drive domestic and global market sectors.

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Delivering investment performance is the objective of an unwavering “client-first” focus. Putting the client first also delivers results for our shareholders.

For example, our capital structure supports our growth strategy and enables us to make investments critical to our long-term success (e.g., technology, operations, client service) while returning capital to shareholders.

We have profitably grown revenue every year since our initial public offering. Since then, our revenue has improved at a compound annual growth rate of approximately 37%. In 2019, we initiated a quarterly cash dividend. In 2020, the quarterly dividend was increased twice.

Supporting our military

Our Military Financial Readiness Program delivers tailored content designed to educate service members. Topics include the importance of financial management and investing for the future. The program also includes a one-of-a-kind video case study series, “Road to Victory,” which showcases the powerful stories of different veterans’ financial journeys.

Victory Capital is committed to giving back to current and former service members and their families. We provide financial support to nonprofits that benefit military families, including a 2020 grant to the Military Child Education Coalition.

Additionally, the USAA® 529 Distinguished Valor Matching Grant Program helps military families in Nevada achieve their education savings goals. Victory Capital contributes up to $1,500 to the education savings funds of eligible beneficiaries of service members currently on active duty and those killed or injured in action.

Helping nonprofit organizations

Serving nonprofits in locations in which we have a business presence is an important aspect of our social capital. Our employees are located throughout the United States and around the world. So, by their serving locally we can have a global impact.

During the 2019 and 2020 school years, we partnered with Breakthrough Schools of Cleveland, a nationally recognized network of tuition-free, public charter schools in Ohio. The mission of Breakthrough Schools is to help students achieve success in school, in their careers and ultimately in life. Our support included a financial commitment and service opportunities for our employees.

We sponsor opportunities in many of the cities in which we live and work to encourage our employees to perform community service, and we provide paid time off for those who do. For example, in 2020, employees volunteered at the San Antonio Food Bank to provide support during the COVID-19 pandemic.

Another example of our community service is Victory Capital’s partnership with The Children’s Hospital of San Antonio, where we helped children with serious medical conditions (and their families). In 2019 and early 2020, this included:

  • Providing emotional support for young patients by creating a fun and memorable experience at the San Antonio Spurs home games
  • Delivering “care packages” to families with infants in the hospital’s Neonatal Intensive Care Unit (NICU)

We also match employees’ gifts to qualifying nonprofits. In some cases, our $250 annual match can double an employee’s charitable contributions.

And we make several contributions each year to sponsor charitable events in which our sales teams and Investment Franchises participate directly.

Engaging with suppliers

We aim to work with service providers whose commitment to sustainability is compatible with our own. To vet this, our due diligence questionnaires ask consequential vendors (i.e., significant across investment management, operational or business activities) about ESG compliance and how they address important diversity issues.

Where appropriate and beneficial to our clients, we strive to engage business partners and vendors owned by historically marginalized groups. For example, five Minority-, Woman-, and Service-Disabled Veteran-Owned Businesses have been approved as trading counterparties to execute client transactions. Each of these firms is allocated trades for execution, subject to our fiduciary obligation to obtain best execution.

Serving with purpose

We are proud to serve your investment needs. Our Member Service Representatives are available to provide portfolio planning, education savings services and general investment guidance. Please contact us. We’re here to help you find the right investment solutions for you, your family and your future.

Connect with Victory Capital

Contact the Relationship Managers in your region to learn more about Victory Capital. 

Connect with Victory Capital

Our Institutional Relationship Managers welcome your inquiries!