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    From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

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    Defined Contribution

    DCIO Resources Big as a Bank, Agile as an Advisor

    With nearly $3.5 trillion assets under management*, State Street Global Advisors has been a consistent investing force for over four decades.

    In the DC advisor arena, we harness our scale and skill to further advisor practices and plan provider offerings. At the same time, we bring the same entrepreneurial spirit that drives advisors.

    Going beyond the status quo, we work to extend our partners’ reach and strive to deliver better participant outcomes.

    DC Investment Options

    Leveraging a full range of institutional capabilities to enhance retirement outcomes.

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    Mutual Fund Product Guide

    From index to active strategies, single to multi-asset funds, see how our lineup stacks up. 

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    * AUM as of December 31, 2020. Updated quarterly. AUM is unaudited 

    Our Latest Thinking

    Pre-Retirees Need More Than Asset Protection

    Pre-Retirees Need More Than Asset Protection

    In comparing State Street’s target date fund performance within the 2020 vintage to that of three large “to retirement” managers, we saw that State Street investors accumulated more.

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    Investment  Approach Having the Right Investment Conversations

    Fee compression, service bundling and firm aggregation are industry trends changing the way advisors do business — and the segments they serve.

    Increasingly, staying competitive means broadening your market reach. To do so, consider how you can pivot your investment conversations toward different dimensions of value, or what we refer to as operational alpha.

     

     

     

    National Home Office Team

    Gregory Porteous

    Head of DC Intermediary Strategy

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    James C Ryder, CFA

    Investment Strategist

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    Peter Kooken

    Head of Marketing

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    Dan J. Cahill

    Account Executive

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    Sarah Joyce

    Client Relationship Manager

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    DC Regional Team

    Justin Wilson

    Senior Retirement Director

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    Edward B Mcnally

    Senior Retirement Director

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    Heather A Bailey

    Senior Retirement Director

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    Regional Territories

    Regional Territory

    Sales Contact Information

    West
    Email: Justin_Wilson@ssga.com
    Mobile: 857 272 9847

    Midwest
    Email: Ned_McNally@ssga.com
    Mobile: 312 925 9198 

    East
    Email: Heather_Bailey@ssga.com
    Mobile: 470 449 5641

    Practice Management

    Enhancing Each Stage of your Practice

    Enhancing Each Stage of your Practice

    We are committed to supporting the advisor community in growing and evolving prosperous practices. As part of this commitment, we’ve hosted a series of events for the country’s top retirement plan advisors through which we’ve gained insights across the business life cycle. Here, we share those findings, along with a content series dedicated to furthering advisor acumen across each business stage.

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    Contact Us For more information on our DC Advisor offerings

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    View More Information About Our Firm: FINRA's BrokerCheck

     

    Before investing, consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-800-997-7327, download a prospectus or summary prospectus now, or talk to your financial advisor. Read it carefully before investing.

     

    Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the State Street Global Advisor Funds.

     

    THIS SITE IS INTENDED FOR U.S. INVESTORS ONLY.

     

    No Offer/Local Restrictions

     

    Nothing contained in or on the Site should be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction. SSGA Intermediary Business offers a number of products and services designed specifically for various categories of investors. Not all products will be available to all investors. The information provided on the Site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. 

     

    All persons and entities accessing the Site do so on their own initiative and are responsible for compliance with applicable local laws and regulations. The Site is not directed to any person in any jurisdiction where the publication or availability of the Site is prohibited, by reason of that person's nationality, residence or otherwise. Persons under these restrictions must not access the Site.

     

    Information for Non-U.S. Investors: 

     

    The products and services described on this web site are intended to be made available only to persons in the United States, and the information on this web site is only for such persons. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

     

    2584532.3.1.AM.RTL

     

    Exp. 9/30/2021


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