Customized Approach To Evaluate & Optimize Your Firm's Asset Allocation, Models, Funds, Managers & Stocks
Our team has worked with over 400 financial advisers over the past 25 years, and in that time we have yet to find two advisers with exactly the same combination of business strategy, practice management, staff supervision, planning tools, wealth management services, and investment approach.
Naturally there are some common themes across advisers at broker dealers, registered investment advisers and accounting practices, but we find that each relationship has slightly different needs at different points in time. At IAS, we work with you to identify which areas are the most in need of assistance, and develop a tailored plan to address those areas.
Prospect and Client
One of the most effective ways to enhance existing client satisfaction, as well as win new business, is to regularly review and analyze existing portfolios. Portfolios, like businesses, have strengths, weaknesses, opportunities, and threats (SWOT). We reframe that analysis to work within investment process best practices, providing you, your clients, and your prospects a comprehensive, independent and conflict-free assessment of what's working and what could be improved.
Core Index, Active and
Hybrid Model Portfolios
We provide plug-and-play Core and Core Plus portfolio solutions, customized for your platform and custodians. At your discretion, we included the following solution sets:
Index-based, tax-efficient ETF portfolios
Hybrid passive and active equity, fixed income and alternatives
Actively-managed equity and fixed income portfolios with individual equities and/or bonds
ESG/Socially-Responsible (SRI) portfolios (active & tax efficient)
Income-focused portfolios (active & tax efficient)
Special situation portfolios based on your clients' needs
Customization of all solutions for unique circumstances, including low-basis legacy positions, tax sensitivity, estate/succession planning, etc.
Additional specialization available using the funds, managers and products available on your platform and/or custodian(s), including Charles Schwab, Fidelity, TD Ameritrade, LPL, First Clearing, Raymond James, Pershing, RBC, Wedbush, Ameriprise, and SEI
Events and Presentations
For all of our focus on long-term planning and investment, we often find advisers and clients want investment ideas which are more opportunistic in nature. We regularly provide those ideas based on changes in economic, political, policy or market environments.
One of the often overlooked benefits of working with IAS is engaging us for individual presentations or larger events. Having had a quarter century of experience presenting at the dining room table, the board room, and the conference hall, we are more than happy to assist you in presenting to existing or prospective clients.
White Label Content
You are welcome to use any of our content for use with your own branding. We work with your compliance department to determine appropriate disclosure and delivery options.