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It began with a vision of creating a client-focused, commonsense wealth management company and a single client with $140,000 to invest. Twenty-five years later, Adviser Investments serves over 3,500 clients nationwide who’ve entrusted the firm with more than $5 billion. The original mission continues even as the company has become …
Adviser Investments has been ranked #27 on Barron’s list of “The Top 100 Independent Wealth Advisors” in its Sept. 16, 2019 issue. The rating is based on a combination of qualitative and quantitative factors that include assets under management, revenues, regulatory records and size and experience …
Several Adviser Investments colleagues represented the firm at Prospect Hill Academy’s first “Third Thursday” supper of the 2019–2020 academic year on November 15, serving food to PHA families and enjoying spirited company over a hearty meal. PHA Charter School is a college preparatory public charter school serving grades K-12 in Cambridge and Somerville, MA. Ninety-five percent of PHA’s students continue their education at a four-year college, the majority being the first in their families to do so. As some of the region’s most diverse and successful scholars, PHA’s students are also some of the most in need of food assistance: 71% of PHA’s student population qualifies for free or reduced school meals. The mission behind PHA’s Third Thursday dinner series …
On October 28, 2019, Adviser Investments was honored at a ceremony for recipients of the 2019 “Best and Brightest Companies to Work For” award. The firm was spotlighted as one of two to make the list every year since the list was first published four years ago.
It began with a vision of creating a client-focused, commonsense wealth management company and a single client with $140,000 to invest. Twenty-five years later, Adviser Investments serves over 3,500 clients nationwide who’ve entrusted the firm with more than $5 billion. The original mission continues even as the company has become …
Save Some Money and Do Some Good
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Under the leadership of Adviser Investments’ volunteer committee, several of our team members spent the morning helping Somerville-Cambridge Elder Services (SCES) provide food assistance to local seniors. SCES is committed to helping “all individuals live with dignity, in the setting of their choice.” Adviser Investments is proud to support …
Adviser Investments is pleased to announce that Director of Research Jeff DeMaso and Deputy Director of Research Brian Mackey have been named as two of CityWire USA’s “40 Rising Stars,” an award celebrating talented young research professionals in the asset management industry. “We are proud to champion this …
Play ball! On Friday August 9, the Adviser Investments team met up with family and friends at Fenway Park to cheer on the Boston Red Sox as they handily beat the Los Angeles Angels—16-4, to be exact. This annual summer outing is an office favorite, and just one of many …
In addition to the ongoing contributions from our Volunteer Committee, Adviser Investments’ individual employees generously share their time, talent and treasure on their own time to help a wide range of worthy causes. Recently, Account Manager Michael Russo rode in the Best Buddies Challenge–Hyannis Port, an annual cycling event …
Common Misconceptions About Buybacks and How They Impact Your Portfolio
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Accolade Ranks Firm Among Nation’s Largest Independent Registered Investment Advisers Adviser Investments is pleased to announce its inclusion on the Financial Times’ “FT 300” list for 2019, which recognizes the nation’s top independent registered investment advisers (RIAs). This year’s FT 300 features RIAs from 37 states. As the Financial Times …
Under the leadership of our Volunteer Committee, a group of Adviser Investments volunteers recently flexed their green thumbs at Newton Community Farm, a neighboring non-profit community homestead. On June 20, 2019, our team braved rough weather to gather fresh produce to donate to local charitable organizations that include Newton …
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