About the Firm
Advisers Investment Management, Inc.
- Is a Registered Investment Adviser, not a brokerage firm
- Is a fiduciary
- Independent since 1987 – not affiliated with any bank, insurance company, or brokerage firm
- Sells no products
- Provides financial planning, investment counsel and portfolio management services on a fee-only basis
The firm’s roots date back to 1987, and our management has over 45 years of experience in financial planning, investments, and helping clients achieve their financial goals. Our advisers are experienced professionals committed to providing their clients with the highest level of personalized service in a confidential manner.
We provide decades of experience along with evidence based research and knowledge to the client relationships we serve.
Regulatory documents for the firm and Investment Adviser Representatives can be accessed at: Investment Adviser Public Disclosure.