Financial Advisors
Our dedicated team empowers financial intermediaries in seeking to achieve extraordinary results for their clients. We are committed to delivering strong long-term investment outcomes for clients and proudly offer a dynamic suite of mutual funds, managed accounts, and ETFs that evolve alongside the changing needs of investors.
How We Work With Financial Advisors
We provide initial and ongoing product support to due diligence gatekeepers and professional buyers across wealth managers and affiliated service providers. Our dedicated approach aims to deliver exceptional services including access to our wide array of investment strategies.
Explore Our Retail Offerings
The Latest Insights from Loomis Sayles
2026 Outlook for Municipal Credit: Q&A
Senior Investment Analyst Ryan Friend discusses the dynamics he expects to drive municipal bond markets in 2026.
Loomis on Loans
The Morningstar LSTA Leveraged Loan index returned 5.90% in 2025 driven by strong interest income, as base rates remained higher than forecasted.[…]
Disciplined Alpha: Tight Risk Controls, Consistent Results
Learn why clients trust the Loomis Sayles Disciplined Alpha Team's well-defined investment process as a source of reliable fixed income return potential.
Contact the Advisory Distribution Team
Reach out—we’re happy to start the conversation on how to best serve our shared clients.
Joshua Bogen, CIMC
Director, Advisory Distribution
Important Disclosure
Investing involves risk including possible loss of principal.
Investment vehicles may not be available to all investors and are subject to eligibility.
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Data and analysis does not represent the actual, or expected future performance of any investment product. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.