Company News Archive - Adviser Investments

Company News

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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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 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. The Best and Brightest Companies to Work For® competition identifies and lauds organizations that display a commitment to excellence in their human resource practices and employee enrichment. Organizations are assessed based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. At the event, our colleagues walked the red carpet and participated in a group stretching session to get the blood …

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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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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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Special Report

Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

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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 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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Adviser Cares: Best Buddies Challenge

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 …

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Adviser Investments Named to Financial Times’ 2019 List of Top 300 RIAs

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 …

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Special Report

Stock Buybacks: Public Enemy Number One?

Common Misconceptions About Buybacks and How They Impact Your Portfolio

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Adviser Cares: Newton Community Farm

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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Adviser Investments Hosts Shred Event

At Adviser Investments, we believe that safety is a critical element of good financial health. That’s why we decided to motivate some spring cleaning with a complimentary “shred” event to help clients safely dispose of unneeded paperwork that could contain personal information. Outdated records and documents can put you at …

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info@adviserinvestments.com 1.800.492.6868

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