Business Models

The Investment Advisor Alliance can absorb all the non-client-facing activities giving you more time to spend with clients, prospecting, or relaxing.  You and your firm can take advantage of IAA's experience and infrastructure to adopt as your own.  

Your clients will appreciate the high quality reports you offer, the accessibility to you, and portfolio design and maintenance.  The Turnkey Advisory Program is all about you.  Give us a call to learn more.

 

GROW YOUR BOTTOM LINE

Operations
Platform

IAA becomes your back and middle office - we handle everything including your technology, reporting, account paperwork, custodians, and full investment operations. You get to use your time more effectively to work with clients or work to obtain more clients.

Investment Platform

With IAA, you can outsource your Investment Operations yet still control your client's accounts. Our unique offering allows for your insight and portfolios research to be applied to and professionally managed on a day to day basis​.  If you want to use third party portfolios, IAA has many strategists available to utilize, including our Strategic Portfolios and META Tactical Portfolios. 

Advisory & Supervision

​For advisors who wish to not be their own Compliance Officers and qualify, IAA will allow for your association with IAA as an  IAR. You will then use the full resources of our Advisory and Investment Operations to run your business.

 

Call us at 800-607-3340 or request a call

​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.