CRD: 112649
Advisers Investment Management, Inc.
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- Custodian
- Axos ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-28-2000
- Office Locations
- 4
Office Locations
About Advisers Investment Management, Inc.
Advisers Investment Management, Inc. is an independent, fee-only RIA and fiduciary (est. 1987) providing financial planning, investment counsel and discretionary portfolio management for individuals, retirement plans and nonprofits (including foundations/endowments). Portfolios use evidence-based, globally diversified asset allocation with low-cost index funds, quarterly rebalancing, and tax-sensitive options. Offers co-fiduciary CIO services and 3(38) ERISA support for 401(k)s via Vanguard Retirement Plan Access.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROLLYN LAWRENCE WILD
Chief Compliance Officer, Chief Executive Officer, Owner, President
- CRD
- #835685
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LOGAN DANE ALLEY
Managing Director
- CRD
- #5191868
ADAM JOSEPH ERMEL
Associate
- CRD
- #6100781
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,190,889 | $159,598 |
| Non-Discretionary | $0 | -- |
| Total | $105,190,889 | $159,598 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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