ADVISER INVESTMENTS NAMED “BEST PLACE TO WORK IN MONEY MANAGEMENT” BY PENSIONS & INVESTMENTS

NEWTON, Mass., Dec. 13, 2017 -- Adviser Investments announced today that it has been recognized as a “Best Place to Work in Money Management for 2017” by Pensions & Investments magazine for the second consecutive year. Adviser Investments was one of 61 organizations named to the list.

Adviser Investments was acknowledged for its commitment to employees’ work/life balance, profit-sharing contributions to employees’ 401(k) plans, the company’s bonus programs and its highly competitive benefits package.  

“We are honored to be named a Best Place to Work in Money Management, and for the recognition of our culture and ongoing commitment to creating a workplace where employees can excel,” said Adviser Investments President Dan Silver. “We’ve worked hard to foster an environment that enables us to attract and retain top talent, which translates into the personalized service and investment expertise we’ve offered our clients for more than two decades.”

“All of the firms being recognized this year are leaders when it comes to creating a great place to work,” said P&I Editor Amy B. Resnick. “It was great to see reflected in the survey comments how significant it is for employees to feel valued by their employer … Employees at these top-ranked firms most often cited their colleagues, the firm’s culture and the benefits as the things that make it a great place to work.”

Internal development is a primary focus at Adviser Investments. To that end, the firm offers a mentoring program, cross-departmental training and sends key employees to leadership workshops and other seminars and conferences of relevance. The company also supports employees’ professional growth with continuing-education allowances and in-house training with outside experts, including effective communication techniques, public speaking, meetings with portfolio managers and even etiquette lessons.

“Our employees are truly our greatest asset, and it’s rewarding to know that their feedback led to this honor,” said Adviser Investments CEO and Chairman Dan Wiener. “Our culture of communicating, executing and learning has enabled us to grow into a nationwide independent investment advisory firm, and we are pleased to celebrate and share this award with everyone in the firm.”

Pensions & Investments partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.

The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process informed approximately 25% of the total evaluation. The second part consisted of a survey to measure the employee experience. This part of the process contributed approximately 75% to the total evaluation. The combined score determined the top companies.

Earlier in 2017, Adviser Investments was named to Barron’s list of the top 100 independent financial advisers nationwide and its list of the top advisory firms in Massachusetts for the fifth consecutive year. It has also been recognized on the Financial Times 300 Top Registered Investment Advisers list in 2014, 2015 and 2016.

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To learn more about Adviser Investments’ services, please contact Dick Veidenheimer, managing director, at (617) 369-2321.

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About Adviser Investments

Adviser Investments and its subsidiaries operate as an independent, fee-only professional money management firm with a particular focus on Fidelity and Vanguard mutual funds. With more than 3,500 clients and over $4.5 billion under management, Adviser Investments provides service to investors in all 50 states. Our investment professionals focus on helping individual investors, trusts, foundations and institutions meet their investment goals. Our minimum account size is $350,000.

For more information, please visit www.adviserinvestments.com or call 800-492-6868.

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Pensions & Investments’ “Best Places to Work in Money Management for 2017” award does not evaluate client experience or advisory services offered.

The Barron’s rankings consider factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Editors at the Financial Times bestowed “elite” status on 300 firms in the U.S., as determined by assets under management, asset growth, longevity, compliance record, industry certifications and online accessibility. 

Awards do not consider client experience and is not indicative of future performance.