A complete list of active advisors currently associated with IQVestment, LLC

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

IQvestment provides discretionary investment management and advisory services through model portfolios to individual investors (including high-net-worth clients) and to institutional clients such as banks, credit unions, and other independent investment advisory firms. Services are delivered exclusively through an online web-based portal and include participation in multiple wrap fee programs that bundle advisory, execution, custodial, and reporting services. The firm constructs and allocates model portfolios using ETFs, mutual funds, and equities selected by its investment committee or by third‑party Program Sponsors, and uses an online risk-tolerance questionnaire to match clients to portfolios that are rebalanced quarterly. IQvestment may act as either a primary advisor or a sub‑advisor to Program Sponsors and manages accounts on a discretionary basis. Distinctive features noted in the brochure include its internet‑only delivery model, its role as a sponsor of wrap fee programs, and its explicit service relationships with banks, credit unions, and other advisers rather than solely retail investors. The brochure also discloses that IQvestment uses solicitation/promoter arrangements (paid endorsements) and directs trading through specified broker‑dealers as part of its program structure.

To learn more about the advisors currently working at IQVestment, 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.