What is Adviser Investments?
Adviser Investments is an independent, private money management firm specializing in Vanguard and Fidelity mutual funds. Our team of investment professionals has been helping individual investors, trusts, and institutions select top funds and top managers to achieve their goals since 1994. Our diversified, risk-adjusted approach has been thoroughly tested through Bull and Bear markets. With $1 billion dollars in assets under management and 1,500 clients worldwide, Adviser Investments is one of the largest investment advisers specializing in Vanguard and Fidelity funds. With size comes access to fund managers and a dedicated service team responsible for servicing our clients. We are not market timers. We do not earn commissions on trades. We do not jump on every investment bandwagon that comes along. We specialize in mutual funds and our first and only loyalty is to you—our client.
Adviser Investments, founded in 1994, is an independent, personalized money management firm dedicated to serving individuals, trusts, institutions, and foundations. Adviser specializes in mutual funds, exchange-traded funds, and undiscovered managers. The firm (along with its affiliate Kobren Insight Management) currently manages over $2 billion for more than 2,000 clients nationwide. Our minimum account size is $350,000.
