At IIA we take the time to get to know you. We try to find out what you are interested in, your family situation, and what your goals are. From there, we help you design an asset allocation solution and financial plan that best suits your overall picture.
We are more than just advisors. We are also the investment managers. Many advisors farm out this critical piece. Instead, our team has the experience to build and manage customized investment portfolios. We have our own investment strategies that we can introduce to our clients where appropriate. We look forward to speaking to you if you are interested in building a better plan for you and your family’s future.
At IIA we are exploring investment opportunities wherever they might be.
There is the old financial planning axiom: Fail to plan, plan to fail.
We are students of human behaviour, and we try to identify the opportunities based on repetitive behaviour.
The senior managers of IIA are not all alike, we bring years of experience to our clients but from different eras giving us better perspective.