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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. IAI only works with firms that adhere to Global Investment Performance Standards, (GIPS®) advanced by the Association for Investment Management and Research (AIMR), which are considered industry-best practices in 30 countries.
*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.