What We Don't Do - Adviser Investments, LLC

Signs of a sound Adviser

What We Don’t Do

›  We don’t accept payment, fees or other bonuses to invest in certain products or securities.

›  We don’t charge a performance fee.

›  We don’t sell insurance

›  We don’t impose gates or restrict your access to your money. Nor do we charge any redemption fees.

›  We don’t invest your assets in hedge funds, private equity, non-traded REITS or other non-liquid, high-cost partnerships.

›  We don’t hold your assets in a proprietary account. Your assets are held with large, reputable custodians such as Fidelity Investments, TD Ameritrade or Charles Schwab.

›  We don’t use proprietary investment vehicles. All of your investments are made in transparent, regulated, liquid securities such as mutual funds, stocks, bonds, exchange-traded funds and various cash instruments.

More About the Adviser Investments Difference

Truly Personalized Wealth Management

Tailored advice, every time.

Contact Us

85 Wells Avenue, Suite 109 Newton, MA, 02459

info@adviserinvestments.com 1.800.492.6868

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