A complete list of active advisors currently associated with Investors Asset Management of Georgia Inc

Warmer can help you find a great advisor at Investors Asset Management of Georgia Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Investors Asset Management of Georgia Inc, 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.