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.




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


- Or -



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


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Retirement and education planning resources for financial professionals