RIA Resource Center

"Through our dedicated team of registered investment advisor specialists, Columbia Threadneedle Investments helps you help your clients. We appreciate our RIA relationships, and provide in-depth investment research and relevant market insights to support your business."

— William F. "Ted" Truscott, Global CEO, Columbia Threadneedle Investments.


Our Commitment to RIAs

At Columbia Threadneedle, we:

  • Recognize the unique needs of the RIA community
  • Work closely with your firm to assist in making informed fiduciary decisions
  • Provide investment solutions and consultative services to help grow your business, including:
    • In-depth investment research and analysis
    • High-caliber relationship management and client service
    • Access to our value-add program and ability to earn CE credits