Investors Advisory Services Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management to a small client base that includes individuals as well as entities such as corporations, trusts, estates, and charitable organizations. It offers investment management only (no financial planning, tax, or trust services) and documents client objectives through a signed Investment Management Worksheet that is updated periodically.
Investment activity is limited to marketable securities—equities, corporate and government bonds, money market instruments, ETFs, and options on equities—and the firm uses a computer screening program combined with practitioner judgment for security selection and trade timing. It employs option strategies, including option writing and covered options, and operates a dividend-capture program for larger accounts that opt in, reflecting active tactical trading for portions of some portfolios.
Noteworthy differences from many peers include a past regulatory disclosure event: a state securities examination in 2015 identified disclosure deficiencies that were corrected and resulted in a fine. The firm also operates as a directed-brokerage, single-advisor practice that does not aggregate trades across clients and maintains written compliance measures (including a Code of Ethics, cybersecurity policies, and professional liability insurance).
Client services
Expertise
Fee options
1.00% annually, paid quarterly in advance (0.25% per quarter)
Main office
7007 College Blvd, Suite 260
Overland Park KS 66211
Advisors at this office
1
Most active in
Kansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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