Adviser Investments Recognized by Fidelity Investments as 2016 Be Greater®Award Winner
Accolade Acknowledges Firm’s Efforts to Become Future-Ready
On October 21, Adviser Investments announced that it has received Fidelity Investments’ Be Greater Award, which recognizes registered investment advisers (RIAs) who are evolving their businesses to meet the ever-changing demands of a growing and sophisticated investor class.
The award, presented by Fidelity Clearing & Custody Solutions, the division of Fidelity Investments that provides clearing and custody to RIAs, retirement record-keepers, broker-dealer firms, banks and insurance companies, recognized Adviser Investments as the 2016 award winner among all RIA firms considered with more than $1 billion in total assets under management. Fidelity honored Adviser Investments for its “investment in technology and talent to get future-ready, devoting time and resources to ensure their people and technology are ‘second-to-none.’ The firm has long been an industry leader in leveraging its CRM system to provide an excellent client experience and to help fuel asset growth.”
“It has always been our mission to provide institutional-quality asset management services while remaining within reach of a wide range of clients,” said Adviser Investments Chairman, CEO and co-founder Daniel P. Wiener. “We’re gratified that Fidelity has acknowledged our past successes and especially our efforts to position the firm for the decades of growth that lie ahead.”
nominees were evaluated by an independent panel of industry professionals for excellence across five key business areas identified by Fidelity as its “Five Fundamentals of a Future Ready Firm”: Strategy, Talent, Technology & Operations, RiskThe probability that an investment will decline in value in the short term, along with the magnitude of that decline. Stocks are often considered riskier than bonds because they have a higher probability of losing money, and they tend to lose more than bonds when they do decline.
& Regulatory and Client Focus. In addition to Adviser Investments’ win in the peer group of $1 billion or more total assets under management, Fidelity announced one winner each from the $50–$250 million and $250 million–$1 billion categories.
In its announcement, Fidelity noted that “Employee development is also a primary focus [at Adviser Investments], and the company supports professional growth with continuing education and outside training, as well as a mentoring program that empowers promising young employees.”
To be considered for the award, firms must be an RIA client of Fidelity Clearing & Custody Solutions, have been in business for at least four years, have more than two full-time employees, have at least $50 million in total assets under management and must not be under investigation by any regulatory or government agency or enforcement division.
“Given our roots, we think of ourselves as a communications company in addition to being a wealth manager,” said Adviser Investments President Dan Silver, one of the firm’s co-founders. “As such, we have created a high-touch service model to keep our clients informed about the economy, markets and their individual portfolios.”
Fidelity announced the award Oct. 18 at its Inside Track event in New York, NY. As part of the award, recipients chose up to three charities to split a $15,000 donation from Fidelity.
The accolade is one of several that Adviser Investments has earned this year. Earlier in 2016, the firm was named to Barron’s list of the top 100 independent financial advisers nationwide and its list of the top advisory firms in Massachusetts for the fourth consecutive year. It has also been recognized on the Financial Times 300 Top Registered Investment Advisers list in 2014, 2015 and 2016.
“Adviser Investments ranks as one of the largest independent advisers in the country,” Silver said. “But we continue to offer the same personalized service we did when we were one-tenth the size, and expect to do so for generations to come.”
About Adviser Investments
Adviser Investments operates as an independent, professional wealth management firm with expertise in Fidelity and Vanguard funds, actively managed mutual funds, ETFsA type of security which allows investors to indirectly invest in an underlying basket of financial instruments (these may include stocks, bonds, commodities or other types of instruments). Shares in an ETF are publicly traded on an exchange, and the price of an ETF’s shares will fluctuate throughout the trading day (traditional mutual funds trade only once a day). For example, one popular ETF tracks the companies in the S&P 500, so buying a share of the ETF gets an investor exposure to all 500 companies in the index., fixed-income investing, tactical strategies and financial planning. Our investment professionals focus on helping individual investors, trusts, foundations and institutions meet their investment goals. Our minimum account size is $350,000. For the fifth consecutive year, Adviser Investments was named to Barron’s list of the top 100 independent financial advisers nationwide and its list of the top advisory firms in Massachusetts in 2017. We have also been recognized on the Financial Times 300 Top Registered Investment Advisers list in 2014, 2015 and 2016.
For more information, please visit www.adviserinvestments.com or call 800-492-6868.
Disclaimer: This material is distributed for informational purposes only. The investment ideas and expressions of opinion may contain certain forward-looking statements and should not be viewed as recommendations, personal investment advice or considered an offer to buy or sell specific securities. Data and statistics contained in this report are obtained from what we believe to be reliable sources; however, their accuracy, completeness or reliability cannot be guaranteed.
Our statements and opinions are subject to change without notice and should be considered only as part of a diversified portfolio. You may request a free copy of the firm’s Form ADV Part 2, which describes, among other items, riskThe probability that an investment will decline in value in the short term, along with the magnitude of that decline. Stocks are often considered riskier than bonds because they have a higher probability of losing money, and they tend to lose more than bonds when they do decline. factors, strategies, affiliations, services offered and fees charged.
Past performance is not an indication of future returns. The tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. We do not provide legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
The Barron’s rankings consider factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. This award does not consider client experience and is not indicative of future performance.
Editors at the Financial Times bestowed “elite” status on 300 firms in the U.S., as determined by assets under management, asset growth, longevity, compliance record, industry certifications and online accessibility.
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