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Logan A

Series 63, Series 65

Walsh, CO

Advisers Investment Management, Inc.

Logan Alley is a financial advisor with Advisers Investment Management, Inc. holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Advisers Investment Management since 2015 and has concurrent experience with PFS Investments Inc. and Primerica Financial Services dating back to 2005 and 2006. Outside of financial advising, Alley manages and operates ranching and horse breeding businesses on a part-time basis. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, foundations, non-profits, and corporations. The firm employs an evidence-based investment process using globally diversified portfolios based on Modern Portfolio Theory and serves both individual and institutional clients with discretionary management and a fiduciary focus.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing
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