Safeguarding Client Assets

All of our clients have one common interest, the safety of their assets.

Advisers Investment Management, Inc. does not take title to, hold, or have custody of any client assets.

Trust Company of America, a trust company regulated by the FDIC and the Colorado Division of Banking, is the custodian of our clients’ assets.  Each client has a separate account established at the trust company.  There is no commingling of a client’s assets with the assets of other clients or the assets of the trust company.

Review these brochures to learn more about the Trust Company of America.