January 18, 2022
NEWTON, MASSACHUSETTS, January 18, 2022 – Adviser Investments LLC, an independent fee-only wealth management firm serving clients nationwide, today announced the launch of the Adviser Capital American Ingenuity aggressive growth strategy (American Ingenuity).
“American Ingenuity focuses on the U.S. economy’s next big themes and identifies both well-known and unknown companies poised to profit from these themes,” Daniel P. Wiener, chairman and co-founder of Adviser Investments, said.
Adviser Investments’ Chief Investment Officer Jim Lowell added: “The new strategy advances Adviser Investments’ ability to offer a full range of investment options to clients through custom portfolios and separately managed accounts.”
Adviser Investments focuses on helping individual investors, trustsA legal document that functions as an instruction manual to how you want your money managed and spent in your later years as well as how your assets should be distributed after your death. Assets placed in a trust are generally safe from creditors and can be sold by the trustee in short order, avoiding the lengthy and costly probate process., foundations and institutions meet their investment and financial planning goals, delivering the resources and capabilities of a large firm with the care and attention of a small one.
Under the direction of Portfolio Manager Adam Johnson, who joined Adviser Investments in October 2021, the strategy’s objective is to invest in “the most compelling themes and companies driving the world forward.”
According to Johnson, American Ingenuity “takes a disciplined approach to stockA financial instrument giving the holder a proportion of the ownership and earnings of a company. selection in order to target innovative enterprises across multiple industries, including energy, health care and technology, all with three defining attributes: A compelling story, supportive data and a definable catalyst for growth.”
Adam’s decades-long career on Wall Street includes positions at ING, Louis Dreyfus and Merrill Lynch. He’s the founder of the Bullseye Brief newsletter (a publication that is independent from Adviser Investments) and a former Bloomberg Television anchor.
The Adviser Capital American Ingenuity strategy is available through Adviser Investments’ larger wealth management platform, which encompasses actively managed funds, ETFsA type of security which allows investors to indirectly invest in an underlying basket of financial instruments (these may include stocks, bonds, commodities or other types of instruments). Shares in an ETF are publicly traded on an exchange, and the price of an ETF’s shares will fluctuate throughout the trading day (traditional mutual funds trade only once a day). For example, one popular ETF tracks the companies in the S&P 500, so buying a share of the ETF gets an investor exposure to all 500 companies in the index., socially responsible investments, and tactical asset allocation strategies in addition to a full complement of financial and tax planning services.
Adviser Investments is routinely named among Barron’s top independent financial advisers and the Financial Times’ 300 top registered investment advisers, and the company also appears in surveys of the best places to work in financial services, such as those conducted by Pensions & Investments and Boston’s Best & Brightest.
Adviser Investments’ majority owner, Summit Partners, is a Boston-based private equityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. firm, specializing in growth equity, fixed income and public equity in the technology, health care and growth products sectors.
About Adviser Investments
Adviser Investments is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994, and have more than 4,000 clients across the country and over $7 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. Our minimum account size is $350,000.
To see a full list of our awards and recognitions, click here.
For more information, please visit www.adviserinvestments.com or call 800-492-6868.
All investments are subject to riskThe probability that an investment will decline in value in the short term, along with the magnitude of that decline. Stocks are often considered riskier than bonds because they have a higher probability of losing money, and they tend to lose more than bonds when they do decline. of loss and there is no guarantee that the strategy will be profitable. Strategy is an aggressive growth strategy and is a concentrated portfolio. Please review our strategy factsheet and composite presentation prior for more information on strategy risksThe probability that an investment will decline in value in the short term, along with the magnitude of that decline. Stocks are often considered riskier than bonds because they have a higher probability of losing money, and they tend to lose more than bonds when they do decline. and historical returns. Strategy is managed by Adviser Capital, a division of Adviser Investments, LLC. Strategy inception is November 2021.
Mr. Johnson edits and publishes the Bullseye Brief website (founded 2015) separately from his duties as portfolio manager at Adviser Capital, a division of Adviser Investments, LLC. AI does not review, endorse or approve of any contents contained in materials published through Bullseye Brief.
Barron’s America’s Best Independent Advisors recognition 2013—2020. The Barron’s America’s Best Independent Advisors ranking considers factors such as assets under management, revenue produced for the firm and quality of practice as determined by Barron’s editors. The award sponsor has not disclosed how many firms were surveyed or considered for this recognition, nor the percentage of total participants that ultimately received recognition. Prior to 2019, the award was called the Barron’s Top 100 Independent Wealth Advisors.
Barron’s Top Advisor Rankings by State (Massachusetts) recognition 2014—2021. The Barron’s Top Advisor Rankings by State (Massachusetts) (also referred to as Barron’s Top 1,200 Financial Advisors) considers factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. According to Barron’s, “around 4,000” advisory firms were considered for this recognition in 2021, with about 1,200 firms receiving recognition.
Financial Times 300 Top Registered Investment Advisers recognition 2014—2016, 2018 & 2019. The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times and Ignites Research. According to the Financial Times, in 2019, approximately 2,000 firms were invited to be considered for its list; 740 responded, with 300 being named to this list. The listing reflects each practice’s performance in six primary areas: Assets under management (70–75% of a firm’s score), asset growth (15% of a firm’s score), years in existence, compliance record, credentials and online accessibility.
Pensions & Investments Best Places to Work in Money Management recognition 2018—2021. The Pensions & Investments Best Places to Work in Money Management award is conducted by research firm Best Companies Group (BCG). Participating firms and their employees complete surveys assessing corporate culture and communications, role satisfaction, work environment, relationship with supervisor, training, development and resources, pay and benefits, and overall engagement. BCG analyzes the results and ranks participating firms, which must have an office in the United States, at least 20 employees and $100 million in discretionary regulatory assets under management as of June 30, 2020. Firms must also have been in business for at least one year.
Boston’s Best and Brightest Companies to Work® For recognition 2016—2021. The Boston’s Best and Brightest Companies to Work For® competition recognizes organizations displaying a commitment to human resource practices and employee enrichment. Only companies that voluntarily participate and pay a participation fee are considered for recognition. The competition assesses participating organizations based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. Participating companies are then benchmarked against participants both regionally and nationally
Awards referenced above do not consider client experience and are not indicative of such. Nor are awards indicative of future performance. Unless otherwise noted, Adviser Investments does not pay a fee to participate in any of these awards. Additionally, awards typically only consider and recognize participants that choose to participate; and are often based on information supplied by the participants—such information should not be assumed to be verified by the sponsor of the award.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC