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 TCA by E*TRADE 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 custodian.

The TCA by E*TRADE is regulated by the FDIC and the Office of the Comptroller of the Currency.

Learn more about TCA by E*TRADE: