Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.

Investment Management

Adviser

Mario Ramos

Daniel Wiener

Mario R.

The Investment Management team at Adviser focuses on developing and implementing tailored investment strategies for a diverse range of clients, including individuals and institutions. Led by experienced professionals, including the Chief Investment Officer, this team analyzes market trends and manages asset allocation to optimize portfolio performance. They are dedicated to providing expert guidance in areas such as actively managed funds, ETFs, and socially responsible investments, ensuring clients' financial goals are met with personalized service.

Investment Management

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Team members

Other teams at Adviser

Leadership Team

Finance and Accounting

Client Services Team