Our Collaborations. Your Advantage.

Power your investment offer with exclusive portfolio solutions that bring you access to leading global expertise. 

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, BlackRock brings an unparalleled level of portfolio strategy expertise, investment management experience, and comprehensive advisor support resources to Independent Advisor Solutions.

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.

We believe that building great teams is about leveraging strengths.