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
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.
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.