Overview 

Advisers Investment Management, Inc.

  • Is a Registered Investment Adviser, not a brokerage firm
  • Is a fiduciary
  • Independent since 1987 – not affiliated with any bank, insurance company, or brokerage firm
  • Sells no products
  • Provides financial planning, investment counsel and portfolio management services on a fee-only basis

The firm’s roots date back to 1987, and our management team has over 40 years of experience in financial planning, investments, and helping clients achieve their financial goals.  Our advisers are experienced professionals committed to providing their clients with the highest level of personalized service in a confidential manner.

We provide a blend of knowledge, experience, and resources to the client relationships we serve.