# Advisers Investment Management

Advisers Investment Management is an Asset Manager based in Colorado Springs, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Colorado Springs, United States
- **Region:** North America
- **Address:** Grand Rapids, MI, United States
- **Assets under management:** Undisclosed
- **Website:** advisersinvestment.com

## Regulatory record

- **CRD number:** 112649
- **SEC file number:** 801-66255
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-28T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112649

## About

ADVISERS INVESTMENT MANAGEMENT, INC. is an SEC-registered investment adviser in COLORADO SPRINGS, CO. The firm manages approximately $105 million in regulatory assets. It has 5 employees and 5 investment advisers.

## Questions

### What is the investment philosophy at Advisers Investment Management?

The firm employs a fundamental, bottom-up approach to security selection, favoring undervalued companies with durable competitive advantages. Portfolios are concentrated and turnover is low, reflecting a long-term ownership mindset. The strategy spans domestic equities, fixed income, and balanced mandates, with a primary geographic focus on North American markets.

### Does the firm participate in fund commitments or only direct securities?

The firm runs direct security portfolios rather than allocating to external fund managers. This direct-line construction — purchasing individual equities and bonds — is central to its low-cost, high-conviction model. There is no public record of the firm operating as a fund-of-funds or participating in club deals.

### How does the firm charge for its services?

As a registered investment adviser, the firm charges asset-based management fees, though specific fee schedules are negotiated directly with each client. The absence of intermediary distribution layers — no platform fees, no consultant markups — is a structural feature that supports capacity discipline and alignment of incentives between the firm and its clients.

### Is Advisers Investment Management affiliated with any larger financial institution?

No. Regulatory filings describe an independent, owner-operated entity without a parent company or controlling shareholder relationships. The firm is not a subsidiary of a bank, trust company, or insurance platform, which distinguishes it from many similarly named advisory practices.

## Related profiles

- [Advice Only](https://altss.com/profile/advice-only)
- [Advisor Solutions by Purpose](https://altss.com/profile/advisor-solutions-by-purpose)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/advisers-investment-management-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology