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.