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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 …
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! …
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 …
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 …
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 …
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.
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 …
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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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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