Carmel, IN Office

ISC Advisors, Inc. serves individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, charitable institutions, foundations and other U.S. and international institutions, advising roughly 1,780 clients through 27 advisors and overseeing approximately $1,617,801,120 in assets. The firm provides portfolio management (both discretionary and non‑discretionary), financial planning across retirement, tax, estate and other areas, and pension consulting for employer‑sponsored retirement plans.

Investment decisions are overseen by an internal Investment Committee and implemented through a mix of advisory options, including the Pathways managed‑account program with five model portfolios (Conservative Income through Aggressive Growth), allocations to mutual funds and ETFs, and the use of third‑party money managers or sub‑advisors. ISCA offers both discretionary and non‑discretionary management, and makes ISCA‑managed models available on the Empower platform for retirement accounts.

Noteworthy aspects include an unusually large portion of assets managed on a non‑discretionary basis—approximately $986,102,422 of its AUM—and an affiliated pension consulting and insurance business that provides fiduciary and plan‑design services, participant education, and ongoing plan monitoring for employer plans. The firm also publishes newsletters and conducts public seminars and workshops, practices that are less common among multi‑team peers.