Our Collaborations. Your Advantage.
Power your portfolios with leading global expertise.
Independent Advisor Solutions’ partnership with Apollo Global Management, Inc. provides advisors and their clients with access to the breadth and scale of Apollo’s integrated platform and deep industry expertise.
With over $730B (USD) in assets under management and more than 850 investment professionals, Apollo is a leading provider of alternative assets and retirement solutions, and one of the world’s largest alternative credit managers.
Independent Advisor Solutions’ strategic collaboration with BlackRock Asset Management Canada Limited builds out our portfolio modeling capabilities and creates new advice delivery options.
BlackRock is the leading provider of model-based portfolio solutions in the U.S., supported by three dedicated portfolio modeling teams and sophisticated portfolio management technologies.
As the world’s largest asset manager with over $13 trillion in assets under management, BlackRock brings an unparalleled level of portfolio strategy expertise, investment management experience, and comprehensive advisor support resources to Independent Advisor Solutions.
Independent Advisor Solutions’ relationship with Goldman Sachs Asset Management LP provides advisors and their clients with access to a deeply connected global network and tailored expert insights, across regions and markets.
Goldman Sachs Asset Management is the primary investing area within Goldman Sachs, delivering investment and advisory services across public and private markets for the world’s leading institutions, financial advisors, and individuals. Goldman Sachs oversees more than $3T in assets under supervision as of September 30, 2024.
J.P. Morgan Asset Management, with assets under management of US$3.8 trillion (as of June 30, 2025), is a global leader in investment management. J.P. Morgan Asset Management’s clients include institutions, retail investors, and high-net-worth individuals in every major market throughout the world. The firm offers global investment capabilities across equities, fixed income, real estate, hedge funds, private equity, and liquidity.
Manulife Investment Management, a company of Manulife Wealth & Asset Management leverages over a century of financial expertise and the extensive resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. With headquarters in Toronto and Boston, our robust capabilities in both public and private markets are bolstered by an investment presence in 20 countries and territories.
With over $1 trillion in assets under management, our global expertise across private markets, asset allocation, fixed income, alternative credit, and equity investing allows us to capitalize on emerging trends worldwide. Committed to responsible stewardship, we aim to lead globally in creating long-term, sustainable value for our stakeholders.
Independent Advisor Solutions’ partnership with State Street provides access to market-leading custody, fund administration, and reporting services.
State Street Corporation is one of the world’s leading providers of wealth management services to institutional investors.
With more than $44T (USD) in assets under custody and/or administration and $4.3T in AUM, State Street operates in more than 100 markets worldwide.
BlackRock® is a registered trademark of BlackRock, Inc. and its affiliates (“BlackRock”) and is used under license. BlackRock makes no representations or warranties regarding the advisability of investing in any product or the use of any service offered by Independent Advisor Solutions Inc. BlackRock has no obligation or liability in connection with the operation, marketing, trading or sale of any product or service offered by Independent Advisor Solutions Inc.
SMState Street is a service mark of State Street Corporation. All rights reserved. Independent Advisor Solutions Inc. is an authorized user.
Goldman Sachs Asset Management, LP (GSAM LP) is registered as a portfolio manager under securities legislation in all provinces of Canada and as a commodity trading manager under the commodity futures legislation of Ontario and as a derivatives adviser under the derivatives legislation of Quebec. GSAM LP is not registered to provide investment advisory or portfolio management services in respect of exchange-traded futures or options contracts in Manitoba and is not offering to provide such investment advisory or portfolio management services in Manitoba by delivery of this material. © 2024 Goldman Sachs. All rights reserved.
We believe that building great teams is about leveraging strengths.