Advisers Investment Management Inc

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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(719) 540-9990Call Visit WebsiteVisit Website Map & DirectionsDirections1255 Lake Plaza DrColorado Springs, CO 80906 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Colorado Springs with Investment Advisory Service

Security (7 miles)
Widefield (10 miles)
Manitou Springs (12 miles)

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Extra Phones: TollFree: (800) 676-5496
Other Link: https://thecompletesolution.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (719) 540-9990

Address: 1255 Lake Plaza Dr, Colorado Springs, CO 80906

Website: https://thecompletesolution.com

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Advisers Investment Management Inc

Tax Services

Investment Management
His career in the investment industry began in 1976, at Boettcher & Company, where he was an Account Executive, Special Partner, and Vice President. From 1986 to 1990 he was a Registered Principal and Branch Office Manager with Investment Management & Research, Inc. Since 1987, he has been President and CEO of Advisers Investment Management, Inc. and its predecessor investment management firms.
Mutual Funds
Advisers Investment Management, Inc. is a Registered Investment Adviser in the states of Colorado, Kansas, 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 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 mutual funds 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 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.
Bonds

Financial Planning
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.
Retirement Planning
Provide plan participants with plan, investment alternative, and retirement planning information and education in accordance with ERISA requirements.
Asset Management
Asset Allocation – The mixture of stocks, bonds, and cash, is the primary determinant of a portfolio’s volatility/risk and reward.

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