About Us
Adviser Investments, founded in 1994, is an independent, personalized money management firm dedicated to serving individuals, trusts, institutions, and foundations. Adviser specializes in Vanguard and Fidelity mutual funds, exchange-traded funds, and undiscovered managers. The firm currently manages over $1.2 billion for more than 1,400 clients nationwide. Our minimum account size is $350,000.
The idea behind Adviser 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.