Institutional Access,
Individual Care
Combining institutional-quality investment
opportunities with boutique, client-first service
to grow, protect, and optimize your investments.
$1.8b
Assets Under
Management
(as of 9/30/24)
100%
Employee
Owned
Since 2010
9 to 1
Client-to-Advisor
Ratio
(industry norm is 50 clients to 1 advisor)
Serving Clients in
10 STATES
HI, IL, PA, FL, AZ, CA
99%
Client
Retention
Our open-architecture model and independent approach enable us to provide unbiased investment solutions. With access to carefully selected investments across public and private markets, we deliver a tailored level of service designed to meet the unique goals of individual and institutional investors.
Value Highlights:
Customized Solutions
Understand and deliver on a range
of investment goals from managing
corporate liquidity to preserving and
growing multi-generational portfolios.
Institutional Expertise
Provide access to a broad universe
of investment opportunities across public
and private markets, with pricing traditionally
reserved for large institutions.
Cost Efficient
Leverage institutional manager relationship
and economies of investment scale
to negotiate lower fees, eliminate layering costs and
enhance long-term returns.
Client-Focused Approach
Dedicated team with frequent, meaningful
communication and reporting to ensure you stay
informed, confident, and ahead of the curve.
Who We Serve:
We specialize in delivering tailored investment solutions for those who seek independence,
innovation, and individual care in their financial journey.
Corporate
Clients
Advanced liquidity management
Integrated investment solutions
Fiduciary oversight & board engagement
Proactive risk management
Family
Offices
Multi-generational portfolio management and longevity planning
Tax-sensitive investment strategies
Institutional & private market access
Tax & legal advisor collaboration
Trustee services
High Net Worth
Individuals
Institutional & private market access
Bespoke investment portfolios
Cost-effective wealth management
Comprehensive financial stewardship
Trustee services
Endowments & Foundations
Access to innovative investment alternatives
Mission-driven investment strategies
Custom reporting & analysis
Fiduciary oversight & board engagement
Effective investment management goes beyond advice—it requires proactive execution and oversight. IAA’s Outsourced Chief Investment Officer (OCIO) service seamlessly integrates with your team, providing institutional-grade expertise while actively managing and optimizing your investment strategy to align with your goals—all without the overhead of an in-house team.
Insights and Resources:
Stay informed with perspectives, market trends, and quarterly updates. Our team of dedicated advisors provides thought leadership on critical economic and financial market topics to help you make informed decisions in a dynamic investment landscape.