Our portfolio review is a simple process that enables us to learn where you’re at now and where you want to be—so that we can come up with a plan to get you there.
You talk, we listen. Our partnership starts with a conversation. As we learn more about your life, we’ll determine how your portfolio can serve your goals, and we’ll outline the greatest risks and roadblocks to meeting them.
Together, we’ll review your current portfolio allocation, probe for weak spots and areas of improvement, and develop recommendations.
Should you decide to partner with us, our team will work with you to create a full proposal. We’ll walk you through exactly how we’d allocate your assets, which funds and managers we recommend—and why—and how we’d safeguard your portfolio.
The end result? A risk-managed road map that deploys your assets to meet your goals.
All investments carry risk of loss and there is no guarantee that investment objectives will be achieved. Past performance is not an indication of future returns.
Our experienced team does a lot more than just portfolio analysis. We examine your risk exposure, your savings, your debt, your income needs—and provide you with a complete financial picture.
Adviser Investments was founded, in part, to meet the demands of subscribers to Chairman Dan Wiener’s independent Vanguard newsletter who wanted him to oversee their investments. Our doors opened in 1994 with one client and $170,000 under management. In 1999, we brought on Jim Lowell for his extensive Fidelity expertise.
More than 25 years later, we’re a full-service wealth management firm. We employ more than 90 people, work with more than 3,500 clients and oversee over $6 billion and counting.
As we grew, our portfolios began to feature funds not only from Vanguard and Fidelity, but also from fund families like Artisan, Baillie Gifford, PRIMECAP Management and beyond. And we’ve added a full range of in-house services for our clients, including financial planning, tax preparation, a managed bond program and 401(k) advisory services.
No matter our size, our goal remains the same: To provide institutional-quality wealth management with the same personal touch as we did when all our clients could fit around a kitchen table.
The Boston Business Journal’s “Largest Investment Advisers in Massachusetts” ranking is based on each participating firms’ assets under management as of June 1, 2021. Only firms that choose to participate are ranked and included on the top 25 list. The award sponsor has not disclosed how many firms were survey or considered for this recognition, nor the percentage of total participants that ultimately received recognition. Award is not indicative of future investment performance nor represents client experience. For more information and a complete list of recipients, visit https://www.bizjournals.com/boston/subscriber-only/2021/07/08/largest-independent-investment-advisers.html.
The Boston Business Journal has recognized Adviser Investments as one of Boston’s top independent advisers by assets under management. Award does not consider client experience and is not indicative of future performance. Please visit https://www.adviserinvestments.com/awards-and-recognitions/ for more information on all awards received.
FA Magazine, a publication covering the investment advisory business, surveys and publishes an annual list of independent registered investment advisers, ranked by assets under management. To be eligible to participate, firms must be registered investment advisers and provide financial planning and related services to individual investors. Only advisors that complete and submit FA Magazine’s survey are included in the rankings. In 2020, 551 firms were ranked. FA Magazine has not disclosed how many firms were invited to participate. In prior years, this ranking publication was referred to as FA Magazine Top RIAs. For more information and complete rankings, visit https://www.fa-mag.com/ria-survey-2020-form.