Email - rwild@thecompletesolution.com
Company Profile -
Advisers Investment Management, Inc.
Services Offered
 |
Objective Review of Present Investment Portfolio |
|
Assessment of Client Investment Goals, Objectives, and Risk Tolerance |
|
Asset Allocation Analysis |
|
Investment Advisory and Management Services |
|
Efficient Investment Portfolios Across the Spectrum of Risk - Conservatively Structured Fixed Income Portfolios to More Aggressively Structured Equity Portfolios. |
Investment Process
Our five-step investment process begins with a personalized investment analysis, then progresses through the portfolio construction process in which multiple asset classes, style allocations and specialist money managers are combined to meet your investment objectives. Based on Modern Portfolio Theory, our disciplined, scientific process manages investment risk and over time will produce a rate of return commensurate with the level of risk you are willing to accept.
Experience The Benefits of Our Institutional Investment Process
Our institutional investment process focuses on “Providing a Margin of Safety” by emphasizing downside protection as well as upside potential. This disciplined, scientific process will:
Client Relationships
As a fiduciary, I represent and serve the investment needs of a wide variety of clients – Individuals, Trusts, Corporations, and Retirement Plans. References available upon request.
Professional Background
I began my investment career in 1976, when I joined the Colorado Springs office of Boettcher & Co., a regional investment banking and brokerage firm as an account executive. I spent the next ten years with the firm as a Special Partner and Vice President. In 1986, I opened and managed an office for Investment Management and Research, Inc., an independent brokerage firm. I started my own investment management firm, R. Wild & Co., Inc. in 1987, to bring fee based investment advisory and management services to my clients.
This firm evolved into Advisers Investment Management, Inc. where today I serve my personal clients and lead a growing network of Investment Adviser Representatives.
Education
Bachelor of Science in Business Administration, University of North Dakota, (1970).
Licenses
Series 65, Investment Adviser Representative
Please contact me to arrange a confidential and informative exploratory meeting.
(719) 540-9900
(800) 676-5496
Email - rwild@thecompletesolution.com
Find A Professional | Back to Top | Articles | Contact Us | Back to Investment Advisers
