Custom Investment Solutions

 

The Investment Advisor Alliance offers advisors several options to manage their client portfolios ranging from Advisor Directed models to IAA Models, each with options for Overlay Management to control taxes.  To learn more register to view the portfolio summaries or call us at 800-607-3340.

Advisor Directed

The ultimate in freedom with an outsourced solutions, the Advisor Directed program frees advisors from the portfolio adminstration required to maintain client portfolios on an ongoing basis.  Perfect for the advisor creating their own models, offers investment research as a value add, or wants to efficiently create a multi-custodial TAMP.

Dynamic Portfolios

Our Dynamic Porfolios will maintian a core of a Strategic Portfolio with a secondary portfolio comprised of ETFs that will vary within specified ranges based on technical indicators and economic opinions.  The goal is to reduce downside volatility but with any investment plan there is downside risk. The secondary portfolio will be managed to benefit from active risk controls. 

Strategic Portfolios

IAA Strategic Portfolios are desinged for various client risks by balancing equity volatilty with fixed income steadiness.  Based on academic research, these portfolios are created with ETFs and/or institutional researched-based mutual funds.  Several models use Dimensional Fund Advisors (DFA) mutual funds to capture asset class returns.

Overlay Managment

Available to any portoflio, advisors can hire IAA to manage the tax loss decisons and household allocations.  This service will attempt to reduce the taxes the client may realize in a given year with either or both strategies.

 

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.