WHAT WE DO
WHY INVESTMENT ADVISORS CHOOSE US
Time is Money
We take on the burdens of new business processing, portfolio construction, trading, compliance, and billing to provide the advisor with more time to focus on what’s important – addressing clients’ needs, gathering assets, and meeting with prospects.
With access to propriety technology, top tier money managers, and a full-service operations team that monitors your requests from start to finish, we provide the capabilities, and expertise needed for advisors to scale and grow their business.
The advisor starts the enterprise, and that is not forgotten at IAMS. Advisors receive their payouts monthly, technology and E&O costs are wrapped in a low affiliation fee, and there are no minimum surcharges or termination fees to worry about.