• Products
  • Insights
  • Practice Management
  • Resources
  • About Us

Theodore Lucas

Head of Investment Strategies and Solutions


 

Ted Lucas is the head of investment strategies and solutions for Hartford Funds. In this role, he leads our in-house investment teams and partners with resources across the organization to accelerate growth of products powered by Hartford Funds.

Ted joined Hartford Funds in 2016 in connection with the firm’s acquisition of Lattice Strategies, a San Francisco-based investment management firm he founded in 2003.

Prior to founding Lattice Strategies, Ted served in senior investment leadership and strategy roles at several firms, including investment advisory firm MCP Chess Group LLC, as a board member of Chess Venture Partners, a private investment firm focused on financial services and financial technology companies, as a director at Mint Investment Management LLC, an affiliate of Man Group PLC specializing in multi-asset class strategies in the equity, fixed-income, currency, and commodity markets, and as head of U.S. strategy for Barclays.

Ted holds a BA from Gordon College.

225186

The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

© Copyright 2024 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value