Adviser Investments, founded in 1994, is a private, independent wealth management firm dedicated to helping individuals, institutions, foundations and retirement plans meet their long-term investment goals. Our mission: To provide institutional-quality asset management services while remaining within reach of a wide range of clients. Our typical client is an informed investor with $350,000 or more of investable assets and familiarity with mutual funds.
We specialize in actively managed mutual fund investing—with a focus on Vanguard and Fidelity funds, exchange-traded funds, fixed-income investing, tactical strategies and financial planning. Adviser Investments also offers individual bond strategies to high net worth clients. We currently manage $5.5 billion for more than 3,500 clients nationwide.