Overview
Adviser Investments, founded in 1994, is an independent, personalized money management firm dedicated to serving individuals, trusts, institutions and foundations. Adviser specializes in mutual funds, exchange-traded funds and undiscovered managers. In 2011 we acquired Kobren Insight Management, expanding our staff, client-base and business. Adviser currently manages over $2 billion for more than 2,000 clients nationwide. Our minimum account size is $350,000.
The operating philosophy behind Adviser Investments is to make you feel as secure as possible about investing in today's turbulent markets. In investing, as in tailoring, there's no such thing as "one size fits all." So we work closely with you to create solutions that meet your unique goals: From retirement planning to capital preservation to charitable giving to facilities funding for institutions.
At Adviser Investments we're "Fortune Builders, Not Fortune Tellers." You won't find us jumping on the latest investment bandwagon or trying to time moves in and out of the market. We believe patience and time "in" the market--not market timing--are key to investment success.