Supporting your independence
We help create personalized solutions focused on achieving your clients’ unique goals. Our portfolio construction process is based on research, professional acumen, and experience in a wide range of market environments.
The Experience
@ Hudson Yards
Our recent trip to New York City brought advisors and colleagues together for a curated event, featuring exclusive meetings with global asset managers and visits to some of the city’s iconic landmarks. Take a look at our top moments.
Read our latest news
Wellington-Altus Launches Independent Advisor Solutions to Enhance Experience and Accelerate Growth
Independent Advisor Solutions has launched with an exclusive suite of five global institutional quality investment funds sub-advised by BlackRock, one of the world’s leading providers of investment, advisory, and risk management solutions.
Leadership
Backed by a passion for investment management, professional credentials, and extensive experience in bringing effective investment solutions to market, our team is focused on delivering optimized portfolio outcomes that accelerate the growth of advisor practices.
