ADVISERS INVESTMENT MANAGEMENT, INC.

Overview

Advisers Investment Management, Inc. is an independent, owner-operated registered investment adviser that manages discretionary portfolios primarily for individuals, families and select institutional clients. The firm’s advisory services emphasize financial planning and portfolio management across individual/small business and business/institutional relationships, with an explicit capability to select and allocate to other advisers and external managers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, reflecting a mix of ongoing portfolio management and project-based planning work. Investment activity is centered on public funds and mutual fund vehicles; the firm acts as a capital allocator when appropriate but does not position itself as an ESG-focused manager. Its structure supports separately managed account (SMA) and pooled-fund approaches, with discretionary authority over client assets and a preference for third-party fund wrappers when they fit client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices