Adviser Investments is an independent, professional wealth management firm specializing in Fidelity and Vanguard mutual funds, with expertise in actively managed portfolios, ETFs, fixed-income investing, tactical strategies and financial planning. Investment decisions are made by Daniel P. Wiener, James H. Lowell III and Jeffrey DeMaso. We manage over $5 billion in assets for more than 3,500 clients nationwide.
Presented by: Jim Lowell, Senior Partner & Chief Investment Strategist, Adviser Investments
Presented by: Jeff DeMaso, Co-Editor, Independent Adviser for Vanguard Investors
Focus: MUTUAL FUNDS