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

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.




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


- Or -
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Retirement and education planning resources for financial professionals