Investment Portfolio Management

Client Login

Click here to view your account on New users should be prepared to verify your name, the last 4 digits of your Social Security Number, your date of birth and select security questions.

Please call your Adviser Investments Client Service Representative at (800) 492-6868 if you would like assistance setting up online access to your accounts on We are also happy to help you with questions about site navigation or if you encounter any issues logging in.


Adviser Investments in the News:

Master limited partnerships down 5% today

Brian Mackey, Research Analyst at Adviser Investments, has Thursday's Market Analysis.

Retail sales lower than expected

Rick Winters, Vice President at Adviser Investments, has Wednesday's Market Analysis.

Tillerson out as secretary of state

Jim Lowell, Chief Investment Officer at Adviser Investments, has Tuesday's Market Analysis.