August 8, 2022
Adviser was a proud sponsor of the National Center for Race Amity (NCRA) art and music festival at Boston’s Faneuil Hall on July 30.
In addition to our sponsorship, Adviser embarked on a firm-wide challenge to cut out 1,000 paper hands for a unity mural featured at the event. We also participated in the event itself and assisted young attendees with a community art project representing racial and cultural unity.
“At Adviser, we try to work toward expanding diversity, equityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. and inclusion within our organization and industry,” said Head of Talent Acquisition and Career Development Laura Sweeney. “The NCRA art and music festival was a great opportunity to meet people, tell our story and see the beautiful faces of these kids who don’t see color.”
This was the latest event in the firm’s Inclusion, Diversity and EquityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. at Adviser (IDEA) initiative. The company’s IDEA Committee promotes these eponymous qualities within our company and our industry. With ongoing education, awareness, open dialogue and community outreach, the committee strives to uphold a safe and inclusive workplace, while fostering growth and advancing best business practices.
The NCRA was established in January 2010 in Boston, Massachusetts with a founding grant from the W.K. Kellogg Foundation. The organization was built on the vision of “E Pluribus Unum,” out of many one. Its stated mission: “To influence the public discourse on race by acquainting the populace with the good in us released through cross-racial friendships—race amity.”
Adviser 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, 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., institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass 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, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.
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