Adviser Investments LLC

Adviser Investments LLC

Adviser Investments LLC

Overview
Date Founded

1994

Headquarters

85 Wells Avenue Suite 109 Newton MA United States 02459

Type of Company

Private

Employees (Worldwide)

83

Industries

Investment Services & Portfolio Management

Company Description

AIL uses an active asset allocation approach. For their core investment strategies, the firm's primary investment objective is to build diversified portfolios of mutual funds and ETFs that provide a balanced approach to investing in the stock, bond and alternative markets, given the individual investor’s long-term and short-term risk tolerance and return objectives. For their tactical investment strategies, Adviser Investments' objective is to reduce portfolio volatility by limiting exposure to market downturns by trading into less volatile assets such cash and bond funds. The firm's tactical models use computer models and algorithms developed by their portfolio strategists to guide trading in these strategies.

Executives & Employees

Founder, Director

Co-Founder

Co-Founder

Chief Investment Officer

Chief Investment Officer

Controller, Director of Finance & Human Resources

Director of Research

Managing Director

Executive Vice President

Senior Vice President, Fixed Income Manager

Board of Directors

Co-Founder at Adviser Investments LLC

Founder, Director at Adviser Investments LLC

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Recent Transactions
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Adviser Investment Management, Inc., Adviser Investments LLC purchase Adviser Investments from Braver Wealth Management, Inc.

Non-Profit Donations & Grants
Awards & Honors
Rank #60
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #62
2013
Financial Advisor Magazine - Top RIA Survey
Rank #31
2012
Financial Planning Magazine - Top RIAs
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