The RIA East Investment Forum 2017

The Institutional Investor RIA Institute is a private membership organization for the nation’s largest and fastest-growing independent registered investment advisors as well as supporting members from premier asset management firms and providers. Both members and supporting members of the RIA Institute come together at three private annual forums to engage in 1.5 days of intense idea exchange, discussion, and debate. The environment at each forum is collegial and collaborative, and overt marketing by any member is strictly prohibited. The agenda for each meeting is devised by our Advisory Board of RIA executives to ensure the content is created ‘by RIAs, for RIAs.’

This membership’s primary goal is to help RIAs make the investment decisions and practice management choices that will best serve their underlying clients.