IADVISE Partners

iAdvise Partners provides investment advisory and asset allocation services to individuals, corporations, trusts and charitable organizations and offers family office services such as financial planning, estate and real estate analysis. The firm manages both discretionary and non-discretionary accounts, including customized separately managed accounts, and typically serves high-net-worth clients with a stated account guideline of $5 million (accepting smaller accounts at its discretion).

The firm’s investment process emphasizes customized asset allocation across equities, fixed income, options and alternative investments and includes use of hedging and leveraging techniques where appropriate; the brochure discloses that borrowing and derivatives may be used either directly or by underlying funds in client portfolios. iAdvise also provides sub-advisory and administrative services to third-party and affiliate programs and monitors managers and investment vehicles to align allocations with each client’s objectives and risk profile.

Distinctive features include common ownership with a real estate affiliate that may provide real estate services and receive transaction-based compensation when properties are bought or sold for clients, and an affiliated Spain-based advisory entity that aligns with the firm’s stated worldwide client coverage, reflecting a notable international orientation. The firm operates with a small advisory team (two advisors, roughly $224.5 million in AUM and about 20 clients) and also discloses a trustee relationship for one client that results in custody requiring an independent PCAOB custody examination; the brochure describes policies intended to address the conflicts these arrangements can create.