Investors Asset Management of Georgia Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$314,903,721
Clients
357
Advisors
7
across 2 offices
About
Investors Asset Management of Georgia is a team-based advisory firm of seven advisors managing about $502 million for roughly 357 clients. The firm provides discretionary portfolio management for individuals (including high‑net‑worth clients), corporations, retirement plans, trusts, foundations and charitable organizations, and also offers financial planning and retirement‑plan consulting.
The firm builds individualized portfolios after an initial review of a client’s investible assets, objectives and risk tolerance, using diversified allocations across equities, fixed income and mutual funds and a generally buy‑and‑hold orientation with tactical defensive adjustments when deemed appropriate. Advisors monitor accounts daily, may provide quarterly written account reviews and can serve as either a 3(21) co‑fiduciary or a 3(38) investment manager for retirement plans.
Noteworthy is IAM’s use of third‑party retirement‑plan platforms—enrolling its Investors CHOICE 401(k) portfolios on MidAtlantic’s ModelxChange and Matrix’s ManagerxChange—which produce composite and plan‑specific fact sheets and support five risk‑based model portfolios. The firm provides periodic performance reporting to clients and plan sponsors and receives asset‑based fees when external advisors adopt its model portfolios, a distribution and reporting arrangement that is less common among similarly sized team firms.
Client services
Expertise
Fee options
Flat or negotiated fees possible for Retirement Plan set up and complex financial plans
$0 - $1,000,000: 1.25% annually $1,000,000 - $5,000,000: 1.00% annually $5,000,000+: 0.75% annually
Minimum $150 per hour; complex reviews $2,500
Account minimum: $100,000
Main office
See office7000 Peachtree Dunwoody Rd., Bldg. 9, Suite 200
Atlanta GA 30328
Advisors at this office
6
Offices (2)
Most active in
Florida · Georgia · Louisiana · North Carolina · South Carolina · Texas · Virginia
Also doing business as
Investors Asset Management · Investors Asset Management Of Georgia Inc
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.
Advisors at this firm
Timothy R
Series 63
Atlanta, GA
Investors Asset Management of Georgia Inc
Timothy Rigby is a financial advisor with Investors Asset Management of Georgia Inc in Atlanta, holding a Series 63 designation and 48 years of industry experience. He has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, corporations, trusts, foundations, and retirement plans. The firm offers a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis and supports retirement plans through its Investors Choice program and model portfolios.
Robert L
Series 63
Atlanta, GA
Investors Asset Management of Georgia Inc
Robert Lyons is a financial advisor at Investors Asset Management of Georgia Inc with 48 years of industry experience. He holds the Series 63 designation and has been with the firm since 2014. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm offers a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis and supports retirement plans through its Investors Choice program and model portfolios.
Olin A
Series 63
Atlanta, GA
Investors Asset Management of Georgia Inc
Olin Armentrout is a financial advisor with Investors Asset Management of Georgia Inc. in Atlanta, GA, holding a Series 63 designation and 22 years of industry experience. He has been with Investors Asset Management of Georgia since 1990. Outside of his advisory role, Armentrout owns and operates a business providing services to livestock producers to verify beef cattle for export to Japan and manages a family farm raising beef cattle in Virginia. Investors Asset Management of Georgia offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and foundations. The firm employs a buy-and-hold investment approach with tactical adjustments and supports various retirement plans through its Investors Choice program and model portfolios.
Gregory W
Series 63
Braselton, GA
Investors Asset Management of Georgia Inc
Gregory Waters is a financial advisor at Investors Asset Management of Georgia Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm offers customized portfolios typically diversified among stocks, bonds, and mutual funds, using a buy-and-hold strategy with tactical adjustments based on economic cycles.
Lance R
Series 65
Atlanta, GA
Investors Asset Management of Georgia Inc
Lance Reising is a Series 65-licensed financial advisor with Investors Asset Management of Georgia Inc in Atlanta, GA, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he serves as Treasurer for the Lutheran Church of the Resurrection. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm offers model portfolios and supports various retirement plans through its Investors Choice program, employing a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis.
Katherine O
Series 65
Atlanta, GA
Investors Asset Management of Georgia Inc
Katherine Oliver is a Series 65-licensed financial advisor with Investors Asset Management of Georgia Inc, based in Atlanta, GA. She has seven years of experience in the financial industry and has been with her current firm since 2018. Prior to her advisory career, she spent 12 years at KIPP Metro Atlanta, where she currently serves on the Development Committee, focusing on fundraising efforts. Additionally, she is involved with the Leukemia & Lymphoma Society as a candidate for Woman of the Year and advises women on finance through the Kristine Pettoni Foundation. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm emphasizes individualized portfolios with a buy-and-hold strategy complemented by tactical adjustments, and it supports various retirement plans through specialized programs and model portfolios.
Samuel C
Series 63
Atlanta, GA
Investors Asset Management of Georgia Inc
Samuel Carlyle Jr. is a financial advisor at Investors Asset Management of Georgia Inc. with 22 years of industry experience and holds a Series 63 designation. He has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm employs a buy-and-hold investment approach with tactical adjustments and supports various retirement plans through its Investors Choice program and model portfolios.
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