Why IAI?
A Different Kind of Company for Todays Investment Needs
With the decrease in pension plans, uncertainty of the Social Security system and the rise in 401(k)s, everyday people must take retirement into their own hands or risk falling short of their dreams. Investment Advisors International (IAI) believes it is vital for people to be educated about their money and is proud to bring personal, professional money management services to middle-income families. Because of IAIs affiliation with World Financial Group, Inc., IAIs third-party money managers will do what other firms generally will not: take on accounts with less than a six-figure investment minimum. This practice helps IAI bring money management services normally reserved for the wealthy to middle-income families who need it most.
Financial Advisory Services
Our Investment Advisor Representatives (IARs) also provide the following services:
Determine the state of your current financial affairs
Help you set financial goals
Identify the appropriate money manager solutions based on your dreams and goals
Maintain a relationship with you
Adjust and monitor your strategy as your life needs change
Types of Products Managed by Our Third-party Money Managers
We can work with a wide variety of products through many financial companies, such as:
Mutual Funds
Variable Annuity and Life Contracts
Exchange Traded Funds
Individual stocks and bonds through separately managed accounts
Let Us Help You
Set up an appointment
Allow us to review your finances, investments and goals
Help you select a third-party money manager
*Securities products are sold by prospectus, which contain more complete information about charges, risks, objectives and expenses. Copies of specific product prospectuses and statements of additional information may be obtained by contacting your registered representative. Prospectuses should be read carefully and the charges, risks, objectives and expenses should be carefully considered before investing or sending money.