TECHNOLOGY AND OPERATIONS MANAGED SOLUTIONS
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The Investment Advisor Alliance has more than 20 years providing institutional services to the financial industry.
The history of The Investment Advisor Alliance dates to 1989 on the floor of the New York Stock Exchange. It was established as Keeler & Co., an agency-only brokerage firm trading for major institutions and hedge funds. Over the course of 20 years the firm evolved to a Registered Investment Advisor as well as a broker. In 2005 Keeler & Co. decided to become solely a RIA, removing the potential conflict of interest that exists with an affiliated commission securities business. Since then the firm has been renamed and began offering our expertise in practice management and compliance to qualified advisors.
IAA's Turnkey Advisory Program was designed to specifically fill the gap left by TAMPs and technology providers. With the ability to work with advisors with a few million to over $100 million under management, IAA helps advisors concentrate on client relationships which raises your revenues.