Company News Archive - Adviser Investments

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Adviser Investments

Adviser Investments Celebrates 25 Years and Counting!

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 …

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Video: Adviser Investments Toasts 25 Years of Putting Clients First

At our recent holiday party, we celebrated Adviser Investments’ 25th anniversary with a video featuring our team members speaking about what it means to work here, the growth of our firm and our dedication to helping each of our clients find financial peace of mind. We hope you enjoy it! …

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Adviser Investments Packs Weekend Meals for THRIVE Initiative

Adviser Investments’ Women in Wealth Management Initiative recently partnered with Adviser Cares for our latest outreach effort to benefit Prospect Hill Academy’s (PHA) THRIVE program. 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 …

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Adviser Investments Named Among ‘Best Places to Work in Money Management’ by Pensions & Investments

Adviser Investments announced today that, for the fourth year in a row, it has been recognized among the “Best Places to Work in Money Management” by Pensions & Investments (P&I) magazine. Adviser Investments was one of 76 organizations named to the 2019 list, which features the best employers within the …

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Adviser Investments Attends Prospect Hill Academy ‘Third Thursday’ Dinner

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 …

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Adviser Investments Honored as One of Boston’s ‘Best & Brightest’ Employers

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.

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Adviser Cares: Somerville-Cambridge Elder Services

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 …

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Adviser Investments Research Leaders Named to CityWire’s ’40 Rising Stars’

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 …

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Adviser Investments Named One of Barron’s ‘Top Independent Wealth Advisors’ for Seventh Year Running

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 …

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Adviser Celebrates—Red Sox Night

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 …

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