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, 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 Fiera Capital Corporation provides advisors and their clients with access to a disciplined, proprietary, fundamental research-driven investment processes, and high conviction investment insights that are independent of market views.
With more than $165B (CAD) in AUM, Fiera is an independent Canadian asset management firm with a growing global presence. Fiera delivers customized multi-asset investment solutions across public and private market asset classes to institutional, financial intermediary, and private wealth clients across North America, Europe and Asia.
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.
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.
Headquartered in Montreal, Fiera Capital Corporation (“Fiera Capital”), with its affiliates in various jurisdictions, has offices in over a dozen cities around the world, including New York (U.S.), London (UK), Hong Kong (SAR) and Abu Dhabi (ADGM).
Each affiliated entity (each an “Affiliate”) of Fiera Capital only provides investment advisory or investment management services or offers investment funds in the jurisdictions where the Affiliate is authorized to provide services pursuant to an exemption from registration and/or the relevant product is registered.
Fiera Capital does not provide investment advice to U.S. clients or offer investment advisory services in the U.S. In the U.S., asset management services are provided by Fiera Capital’s affiliates who are investment advisers that are registered with the U.S. Securities and Exchange Commission (SEC) or exempt from registration. Registration with the SEC does not imply a certain level of skill or training. For details on the particular registration of, or exemptions therefrom relied upon by, any Fiera Capital entity, please consult https://www.fieracapital.com/en/registrations-and-exemptions. Additional information about Fiera Capital, including Fiera Capital’s annual information form, is available on SEDAR+ at www.sedarplus.ca
We believe that building great teams is about leveraging strengths.