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.
The Trust Company of America located in Centennial, CO is the custodian of our clients’ assets. Each client has a separate account. There is no commingling of a client’s assets with the assets of other clients or the assets of the trust company.
The Trust Company of America is regulated by the FDIC and the Colorado Division of Banking.
Learn more about the Trust Company of America: