Adviser Investments Named Among RIA Channel’s ‘Top 100 ETF Power Users’

Adviser Investments announced today that it has been named among the “Top 100 ETFA 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. Power Users” by RIA Channel and Forbes.

While Adviser Investments is known primarily for its 25 years of experience identifying select actively mutual fund managers for its clients’ portfolios, the firm also has a long history of investing in exchange-traded funds (ETFs)A 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. on its clients’ behalf, believing that ETFs’ low costs and flexibility make them a valuable portfolio-building tool.

RIA Channel Founder and CEO Julie Cooling recognized the award winners’ “independence, entrepreneurial spirit and ability to emerge as leaders in your field.”

The ranking was based RIA Channel’s RIA Database, which uses quantitative and qualitative criteria to create the rankings. RIA Database has ranked wealth managers for Forbes.com for 12 years in addition to providing criteria, data and research for lists featured in both Forbes and Fortune magazines.

Please contact us at info@adviserinvestments.com or call (800) 492-6868 to find out more about how Adviser Investments wealth management services could help you reach financial peace of mind.

Adviser Investments is an independent, professional wealth management firm with expertise in actively managed mutual 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., fixed-income investing, tactical strategies, socially responsible investments and financial planning. We advise more than 3,500 clients with over $5 billion under our care. Our team 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 long-term investment goals.