A complete list of active advisors currently associated with Institutional Investment Advisors Corp
Warmer can help you find a great advisor at Institutional Investment Advisors Corp or one who fits your needs even better.
Institutional Investment Advisors Corp provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages roughly $105 million in client assets and offers both discretionary and non‑discretionary portfolio management alongside single‑subject and comprehensive financial planning. The firm's investment approach uses a strategic asset allocation with a core‑and‑satellite framework, employing passively managed index mutual funds and ETFs as the core and actively managed, high‑dividend equities as satellite positions, with global diversification and ongoing portfolio monitoring. It primarily advises on equities, mutual funds, and ETFs, conducts weekly account reviews, and delivers written financial plans supported by financial planning software with limited follow‑up consultations. Noteworthy features disclosed in the brochure include that the advisers are registered representatives of LPL Financial LLC and are also licensed insurance agents, and therefore may receive commission‑based compensation for securities and insurance sales in addition to asset‑based advisory fees. The firm also routinely recommends Charles Schwab for custody and receives related support services from Schwab, does not vote client proxies, and recently updated disclosures to reflect the acquisition of Cadaret Grant by LPL.
To learn more about the advisors currently working at Institutional Investment Advisors Corp, 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.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 38
|
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