Why Investment Advisors International (IAI)?

A Different Kind of Company for Today’s 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 IAI’s affiliation with World Financial Group, Inc., IAI’s 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.