Unified Managed Account or Household

The UMAH allocations and Strategists selected can be determined by the Advisor to best serve their client.  Most models are available, including those of Strategists, IAA, or your own.  Please see the Overlay section for more detail.

Third Party Strategist Portfolios

With Third Party Strategist Portfolios, Advisors can opt to outsource their investment research to any qualified RIA or model provider.  IAA will handle the trading, rebalancing, adminstration, and billing as we always do.  Contact us if you are a Money Manager or Strategist looking for a new or additional distribution platform.  If you are a RIA and wish to see one of your managers here - let us know!

Advisor Directed ETF/Equity Portfolios

Advisor Directed Portfolios are the basic Turnkey Advisor Platform service.  With this offering Advisors design their own model portfolios to assign to a client account or household, or an entire group accounts and households.  This maintains the RIA's added value of selecting investments and allocations. ETF/Equity Portfolios receive the careful trading needed to leave minimal impact in the market. 

Advisor Directed Mutual Fund Portfolios

Similar to Advisor Directed ETF/Equity Portfolios, these are a basic Turnkey Advisor Platform service. Advisors design their own model portfolios to assign to a client account or household, or an entire group accounts and households using the entire universe of mutual funds available.  RIA's allocations and selections exhibit the specific choices their research has yielded.

Advisor Directed Hybrid Portfolios

The Advisor Directed Portfolios are a combination of the two above and highlight the flexible nature of the IAA Turnkey Advisor Platform.  

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​Corporate Address:

700 Kinderkamack Rd

Suite 200

Oradell, NJ 07649

© 2020 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. Most  services provided by IAA do not require registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Charles Schwab, Fidelity, TD Ameritrade, and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Bespoke Wealth Design, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies and wholly owned subsidiaries of Keeler Financial Services Holdings LLC.  Any information provided via forms on this site grant permission to contact you.