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
 

- Or -

 

UPCOMING EVENTS

ABA Wealth Management & Trust Conference

Phoenix, AZ (Arizona Biltmore)

February 28-March 1


Barron's Top Independent Advisors Summit

Scottsdale, AZ (The Fairmont Princess)

March 21-23


fi360 Insights Conference

San Diego, CA (Hilton San Diego Bayfront)

April 6-8


IMCA 2016 Annual Conference Experience

Orlando, FL (Hyatt Regency Orlando, formerly the Peabody Orlando)

April 17-20


Private Wealth Connection

Philadelphia, PA (The Ritz-Carlton)

May 16-17

 

Columbia Management Learning Center logo

Retirement and education planning resources for financial professionals