Advisers Investment Management, Inc.

Adam Ermel is a financial advisor at Advisers Investment Management, Inc. in Colorado Springs, CO, holding a Series 65 designation with seven years of industry experience. He has worked at Advisers Investment Management, Inc. since 2012 and had previously been associated with Rod Ermel Associates, Inc. from 2010 to 2022. 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 grounded in Modern Portfolio Theory, managing globally diversified portfolios across a spectrum from bonds to stocks on a discretionary basis.

Lucas Laudick is a financial advisor with Advisers Investment Management, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at firms including Latitude Tax Advisors, LLC, where he also serves as Office Manager, REACOS, Inc., Rod Ermel Associates, Inc., Kinder Morgan, and T. Rowe Price. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, and corporations. The firm uses an evidence-based investment process with globally diversified model portfolios and manages approximately $105 million across around 570 discretionary accounts.

Rollyn Wild is a Series 65-licensed financial advisor with Advisers Investment Management, Inc. in Colorado Springs, CO, bringing 27 years of industry experience. He has been with Advisers Investment Management since 1998 and has longstanding associations with Bankers Investment Management, Inc. and Investment Management Systems, Inc. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to a range of clients including high-net-worth individuals, pension plans, non-profits, and corporations. The firm follows an evidence-based investment process grounded in Modern Portfolio Theory, managing globally diversified model portfolios on a discretionary basis.

Paul Nelson is a financial advisor with Advisers Investment Management, Inc. He holds a Series 65 designation and has 25 years of industry experience. Nelson has worked at Advisers Investment Management, Inc. since 2000 and operates Nelson & Company, P.C. since 2004. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, non-profits, and corporations. The firm uses an evidence-based investment process grounded in Modern Portfolio Theory, managing globally diversified portfolios on a discretionary basis.

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.