Adviser Investments is an independent wealth management firm serving individuals, trusts, institutions and foundations with p ... ersonalized investment management and in-depth financial and tax planning. Our portfolios include actively managed mutual funds, exchange-traded funds, individual stocks and bonds, socially responsible investments and tactical asset allocation strategies. We have particular expertise in Fidelity and Vanguard mutual funds. We advise more than 3,500 clients across the country and have over $6 billion under management. At Adviser Investments, we pride ourselves on being The Adviser You Can Talk To®. We listen. We take the time to get to know you, your family, your passions and your values. Our goal is to create a personalized wealth management plan that gets you where you want to go while still allowing you to sleep at night. read more