Professional Investment Management

Getting Started

Let Adviser Investments give you the full-time professional management you deserve and provide you with the security, peace of mind and performance you require from your investments.

When you’re ready, you can call us and we’ll walk you through the account set-up paperwork and process. Even after you designate us to manage your account, your account remains in your name. We never take possession of your assets. We make investment decisions and execute trades on your behalf through a limited power of attorney. In addition to the trade confirmations and statements you receive from Fidelity, we will send you a quarterly report summarizing your holdings with us. Our report also states our current strategy and how your assets performed in the most recent quarter.

Investment Advisory Agreement
Investor Profile & Questionnaire

To get started, call (800) 492-6868 today, or print out the above Adobe Acrobat forms, fill in the information and mail to:

Adviser Investments
85 Wells Avenue, Suite 109
Newton, MA 02459