Our Investment Principles
Managing risk is the key to our investment approach—in fact, we believe your concerns are as important as your returns. After all, what good is a rocketship portfolio if you can’t sleep at night? We focus on portfolio managers with a track record of meeting or exceeding their benchmarks with less risk. Then we create diversified portfolios, managed by a team of those portfolio managers, to provide both downside protection and upside potential.
We believe that Fidelity and Vanguard are two of the best mutual fund companies in the world. Their funds serve as core building blocks in our risk-aware investment discipline. We also believe that there are fantastic stock and bond pickers to be found outside of those two companies—but we never rely on outside fund research shops, with their hidden conflicts, for analysis. Identifying top institutional portfolio managers is a key focus for our in-house research team.
At Adviser Investments we talk with you, not at you. We listen to what you tell us. We take the time to get to know our clients as individuals with unique goals and aspirations. We believe the only way to effectively manage your wealth is to partner with you.
When you invest in an actively managed mutual fund, what you are really buying is the services of the portfolio manager. Our in-house research team does the hard work of identifying managers who have added the most value over time. We also take the time to get to know our managers intimately: Their biases, their strengths, their weakness and their preferred market conditions. Our size and reputation give us access to many managers that would otherwise be unavailable to individual investors.
The principals of Adviser Investments, their families and our employees through our 401(k) plan invest with the very same managers, in the very same funds and strategies as our clients. Simply put, we invest your money with the same care as Mom’s!
We believe that patience and time in the market—not market timing—are vital to investment success. This discipline means that we put short-term market and headline volatility into perspective and never lose sight of our clients’ long-term goals.
Lowering costs is one of the best means of achieving long-term investing success. We are sensitive to the stated and hidden costs of the funds we consider for clients, and make sure that the fund expenses you pay are justified by the manager’s performance over time.
Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.
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