Your Operations Team
The Investment Advisor Alliance's team works to complete the back office tasks of an advisory firm so you are free to run your business. Our goal is to make your business run as smoothly and efficiently as possible. We understand advisors' needs and what you expect from the custodians and service providers because we are advisors. IAA has chosen industry leaders to provide the highest level of service to advisors and clients.
For qualified advisors only, IAA may offer the opportunity to become an advisor under The Investment Advisor Alliance's registration and be subject to our policies, procedures, fee schedules, and oversight. This benefits you by having a Chief Compliance Officer in place without subjecting yourself to the job.