Investment Portfolio Management

Client Login

Click here to view your account on New users should be prepared to verify your name, the last 4 digits of your Social Security Number, your date of birth and select security questions.

Please call your Adviser Investments Client Service Representative at (800) 492-6868 if you would like assistance setting up online access to your accounts on We are also happy to help you with questions about site navigation or if you encounter any issues logging in.


Adviser Investments in the News:

Facebook earnings beat expectations

Victor Colella, Account Manager at Adviser Investments, has Wednesday's Market Analysis.

Adviser Investments' Third-Quarter Outlook: Second-Half Investment Opportunities and Real World Risks

This is a rare opportunity to hear insight from our three chief portfolio strategists—Dan Wiener, CEO; Jim Lowell, Chief Investment Officer; and Chris Keith, Senior Vice President, Fixed Income—as they discuss the opportunities and uncertainties in today’s markets for investors like you in 2017.

Biogen tops Q2 earnings and revenue

Chris Keith, Senior Vice President at Adviser Investments, has Tuesday's Market Analysis.