A complete list of active advisors currently associated with Informed Investors Group

Warmer can help you find a great advisor at Informed Investors Group or one who fits your needs even better.

Informed Investors Group provides discretionary investment management and advisory services to a small roster of primarily high‑net‑worth individuals and related family accounts, managing roughly $69 million across about a dozen client relationships. The firm operates in a family‑office style and generally requires significant investable assets to establish a relationship. The firm emphasizes high‑quality growth equities held for longer periods to limit turnover and manage after‑tax outcomes, with supplemental use of mutual funds, bonds or bond funds to generate income or reduce volatility. It also offers customized socially responsible investment screens and access to alternative, community‑focused vehicles such as targeted certificates of deposit and community development loan funds. Distinctive elements include a co‑advisory arrangement with Loring, Wolcott & Coolidge Fiduciary Advisors, which has primary responsibility for selecting growth stock investments and shares fee responsibilities with the firm. Combined with its very small client base, family‑office orientation, retained proxy‑voting responsibilities, and use of community development instruments, this profile is uncommon among similarly sized independent advisers.

To learn more about the advisors currently working at Informed Investors Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.