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Investment Advisors International (IAI) Money Managers

Industry Leaders On Your Team

IAI works with some of the best third-party money managers in the industry to provide active management for our clients.
Our money managers:

• Offer a disciplined offensive and defensive strategy involving a range of investment vehicles.

• Monitor client accounts daily based on their risk tolerance.

• Adjust client portfolio holdings at their discretion to help protect from drawdown and the wait times to recover from bear markets.

• Charge a fee based on assets under management rather than transactions*

• Widen services to the growing middle-income market by managing accounts with only $30,000 or more in assets.**

Each advisory firm we have chosen to partner with offers uniquely different investment strategies so that our investment advisor representatives (IARs) can provide a diverse selection of styles customized to meet each client’s needs.

*Nominal transaction fees and/or other fees may be charged by the account custodian or broker/dealer in addition to the money manager’s assets under management fee.
**Minimum account size varies by professional money management firm.