The simplest solution is usually the best solution
Successful client relationships are a partnership between client and adviser
Investing is as much about our clients as it is about their money
Investing is a process that requires discipline and time
Clients should focus on what can be controlled – costs, taxes, emotions
Disclosure and transparency are paramount to the client relationship
Advisers Investment Management, Inc. is a Registered Investment Adviser in the states of Colorado and Texas and only conducts business in states where it is registered or exempt from registration.
Past performance is no guarantee of future return. Investment return and principal value of a portfolio of securities and mutual funds will fluctuate so that an investor's portfolio on redemption may be worth more or less than the original cost. Illustrated portfolios represent normal weightings. The combination of securities, mutual funds and other investments used with respect to any investor will depend upon the investment objectives and risk tolerance of the investor and may differ from any illustrations.
The portfolios offered by Advisers Investment Management, Inc. and the securities and the mutual funds used to construct those portfolios are not insured by the FDIC or any other agency, are not guaranteed by any financial institution, are not deposits or obligations of any financial institution, and involve investment risks, including the possible loss of principal.