The Complete Solution for Managing Wealth
In today’s complex and fast moving global investment environment, even the most experienced investors find it difficult to develop and maintain a successful investment portfolio on their own. Advisers Investment Management, Inc. provides the complete solution; financial planning, investment counsel and portfolio management on a fee-only basis.
Our Managing Directors and Strategic Partners are experienced professionals, Certified Financial Planners and Certified Public Accountants, located in Colorado Springs, Woodland Park, Castle Rock, and Walsh, Colorado. This affords our clients the opportunity to combine their wealth management and tax advisory relationships with a single trusted adviser.
Advisers Investment Management, Inc. is a Registered Investment Adviser in the states of Colorado and Texas and only conducts business in states where it is registered or exempt from registration. Past performance is no guarantee of future return. Investment return and principal value of a portfolio of mutual funds will fluctuate so that an investor’s portfolio on redemption may be worth more or less than the original cost. Illustrated portfolios represent normal weightings. The combination of mutual funds used with respect to any investor will depend upon the investment objectives and risk tolerance of the investor and may differ from any illustrations. The portfolios offered by Advisers Investment Management, Inc. and the mutual funds used to construct those portfolios are not insured by the FDIC or any other agency, are not guaranteed by any financial institution, are not deposits or obligations of any financial institution, and involve investment risks, including the possible loss of principal.