Investment Management

Your Best Interests First Every Time

Since our inception we’ve been a fee-only investment adviser. Fiduciary duty is at the heart of everything we do—we put our clients’ best interests first every time. Adviser Investments’ goal is to deliver the personalized service of a small firm with the capabilities of a much larger one. Our investment strategy is focused on building diversified portfolios of actively managed mutual funds, individual stocks and bonds, exchange-traded funds and quantitative strategies that match our clients’ risk comfort level and long-term investment goals. Coupled with financial planning, we provide a comprehensive suite of wealth management services.

Our Guiding Principles

An Investment Adviser You Can Talk To

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.

Your Concerns Are as Important as Your Returns

Managing risk is the key to our investment approach. 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 to provide both downside protection and upside opportunity.

Vanguard, Fidelity and the Best of the Rest

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 of our in-house research team.

Buy the Manager, Not the Fund

When you invest in an actively managed mutual fund, what you are really buying is the services of the portfolio manager. We do the hard work of identifying managers who have added the most value over time. We also 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.

Time in the Market

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.

Our Team

Meet the Team

Your Best Interests First Every Time

Our Guiding Principles

An Investment Adviser You Can Talk To

Your Concerns Are as Important as Your Returns

Vanguard, Fidelity and the Best of the Rest

Buy the Manager, Not the Fund

Time in the Market

Our Team

Special Reports

Podcasts

Posts

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Additional Services

401(k) Advisory Services

Tax Planning

Managed Bonds

Financial Planning

Free Investment Resources

Special Report

Estate Checklist

Market Outlook

Adviser Outlook, Second Quarter 2021

Truly Personalized Wealth Management

Tailored advice, every time.