A complete list of active advisors currently associated with IIYGroup LLC

Warmer can help you find a great advisor at IIYGroup LLC or one who fits your needs even better.

IIYGroup LLC provides ongoing discretionary and non‑discretionary portfolio management primarily for individuals and high‑net‑worth individuals, documenting goals and risk tolerance in an Investment Policy Statement and supplying quarterly custodian reports. The firm’s advisory scope includes mutual funds, equities, ETFs (including precious‑metal ETFs), fixed income, real estate funds/REITs and certain non‑U.S. securities. IIYGroup’s investment process combines cyclical, fundamental, quantitative, technical analysis and modern portfolio theory, and it seeks discretionary trading authority to implement client strategies. The firm uses a range of trading approaches — from long‑term investing to short sales, margin and options trading — and conducts at least annual account reviews with monitoring tied to each client’s IPS. Although the brochure lists individuals and high‑net‑worth individuals as primary client types, IIYGroup’s fee and service structure — including the availability of performance‑based fees with a high‑water‑mark provision and use of leveraged and derivatives strategies — aligns it to serve corporate or business relationships that are less common among solo independent advisers. The firm also requires custody at Schwab Institutional and discloses receipt of research and institutional services from the custodian, which it notes can factor into its execution and research resources.

To learn more about the advisors currently working at IIYGroup LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.