Safeguarding Client Assets
All of our clients have one common interest, the safety of their assets.
Advisers Investment Management, Inc. does not have custody of any client assets.
The custodian of our client’s assets, Axos Clearing, LLC dba Axos Advisor Services, is a broker/dealer registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation (SIPC). 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 custodian.
Client assets are insured up to $100 million per client by a combination of SIPC insurance and an insurance policy with Lloyd’s of London. This insurance does not cover declines in account value due to market volatility.
Axos Advisor Services is located in Centennial, CO.