RIA Resource Center

"Through our dedicated team of registered investment advisor specialists, Columbia Threadneedle Investments (Columbia Threadneedle) 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
    • Institutional share class availability
    • Access to our value-add program, the Learning Center

 

 

RIA Focus Funds

Funds Reports Presentations Fact Sheets Commentaries
*Class A shares are offered load-waived with no transaction fees. Class R5 is an institutional share class with a transaction fee.

View more funds.

 

FIND YOUR RIA SPECIALIST

To schedule a meeting, request fund information or subscribe to RIA emails, contact your RIA Specialist:

866.444.5435
 

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UPCOMING EVENTS

Zurich Classic Event
April 23, 2015
New Orleans, LA

South Florida FPA Conference
April 30 - May 1, 2015
Davie, FL

Envestnet Advisor Summit
May 6-8, 2015
Chicago, IL

Wealth Investment Exchange
May 17-20, 2015
Boca Raton, FL

Texas Rangers Event
May 28, 2015
Arlington, TX

Pershing INSITE
June 3-5, 2015
Orlando, FL

Private Wealth Connection
June 15-16, 2015
Chicago, IL

Morningstar Investment Conference
June 24-26, 2015
Chicago, IL

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Retirement and education planning resources for financial professionals