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
    • Institutional share class availability
    • Access to our value-add programs

Important DoL Fiduciary Rule Notice: As you know, the Department of Labor's new Fiduciary Rule became applicable on June 9, 2017. The Fiduciary Rule expands the definition of an investment advice fiduciary under the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986. Please view this important DoL notice, which confirms our understanding that we will not be considered an investment advice fiduciary when discussing Columbia products and services that you may use with your retirement clients.

 

 

RIA Focus Funds

View literature for
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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Retirement and education planning resources for financial professionals