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Clifford M
CFP®, Series 63
New York, NY
Institutional Investment Advisors Corp
Clifford Michaels is a CFP®-designated financial advisor with 38 years of industry experience. He is the sole advisor at Institutional Investment Advisors Corp and has previously worked at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Michaels is also an author associated with Highland Group LLC. Institutional Investment Advisors Corp provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset allocation using a core-and-satellite framework with passive index funds and actively managed high-dividend equities, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.
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