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The T. Rowe Price Group Incorporated is a financial services holding company that was founded in 1937. It provides individuals and institutional investors alike of investment advisory services. The investment services are sponsored by the company’s mutual funds and some other investment portfolios. Through T. Rowe Price, the investment clients are also entitled to administrative services. The company has subsidiaries that operate its investment advisory business. Few of these subsidiaries include- T.Rowe Price Global Investment Services and the T. Rowe Price International.

The assets of the company come from the varying client base that can be accessed through the four primary distribution methods. The first source of asset is said to come from third party financial intermediaries. These financial intermediaries have their investment portfolios managed in the US and foreign countries as well. The second source is the direct individual US investors. The third one comes from the retirement plan contributions as defined in the United States of America. Lastly, T. Rowe Price’s another source of asset is the institutional investors not only in the US but also in other foreign countries.

T. Rowe Price manages US domestic and international investment portfolios in stocks, bond and money market mutual funds. A lot of investors are merging with the company that proves of its eligibility and profitability. When the year 2006 closed, T. Rowe Price gathered eight more investors namely the High Yield, Small-Cap Value, Small-Cap Stock, Institutional Small-Cap Stock, Mid-Cap Growth, Institutional Mid-Cap Equity Growth, Institutional High Yield, and Mid-Cap Value.

Other investment opportunity strategies you can do with the company involves equity and municipal tax-free management for investments that are fixed. T. Rowe also performs specialized advisory services such as the management of stable value investment contracts and also the distribution management service for disposition of equity securities coming from the investment pools of third party venture capital. The company also provides ancillary services to all its investment advisory clients as part of its administrative services. Other administrative support that T. Rowe offers are discount brokerage, mutual trust services, mutual transfer agent, accounting and shareholder’s services and record keeping for participant and transfer agent services for those defined contribution retirement plans who are investing in the sponsored mutual funds of the company. These administrative services are provided by T. Rowe Price’s subsidiary companies such as those mentioned earlier.

The company provides administrative services including investment advisory and distribution to the Price funds through various agreements. The individual management agreement makes it possible for the funds to use the name of T. Rowe Price through the investment advisory services offered by the company.

Regarding advisory services, note that each Price fund has its own distinct investment objective. Price fund’s investor class is available to be purchased in the United States of America on a no-load basis. With the no-load shares of mutual funds, the investors are able to directly invest in different stocks and bond portfolios available to them. There are also Advisor and/or R class of shares offered in T. Rowe Price mutual funds. This is distributed to mutual funds shareholders through various third-party financial intermediaries. It is the T. Rowe Price Services that is the principal distributor of the company’s mutual funds. It is also one of the main subsidiaries of the T. Rowe Price mother company.

When it comes to administrative services, the T. Rowe Price offers this type of assistance through its subsidiary company, the T. Rowe Price Services. The advisory related administrative services that the company offers pertains to mutual fund transfer agency and shareholder services such as the regular maintenance of facilities, staff, technology and other aspects that enables them to respond to vital inquiries coming from fund shareholders. The T. Rowe Price Services also provides accounting help, plan administration and transfer agent services specifically for the defined retirement plans investing in the Price funds.

With regards to the trustee services, the T. Rowe Price Trust Company handles it. It is another subsidiary company of the T. Rowe Price, Inc. The T. Rowe Price Company is a Maryland-chartered limited services trust company offering common trust funds good for investment by qualified retirement plans. It also serves as a trustee for retirement plans and IRAs.