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Independent Advisor Solutions works with you to optimize your portfolio set, allowing you to drive new efficiencies, scale your practice, and provide clients with investment outcomes that meet their unique needs.
Oversight and Optimization
Independent Advisor Solutions’ comprehensive sub-advisory services are based on forward-thinking analysis and an always-on, disciplined portfolio management approach.
Backed by a team of seasoned professionals with extensive experience and institutional portfolio management expertise, Independent Advisor Solutions executes on its portfolio management philosophy with a clear objective of delivering optimized risk-adjusted return outcomes to investors.
Specialized Mandates
Leveraging the power of strategic collaboration is at the heart of Independent Advisor Solutions’ specialized portfolio mandates.
Created to fulfill specific roles within a portfolio, MiBLOX provide you with access to innovative solutions designed to deliver lower volatility and new sources of alpha generation.
Your Vision. Your Expertise.
As a registered Portfolio Manager, you have a unique philosophy and portfolio construction process that allows you to offer your clients a suite of investment options tailored to meet their unique needs.
Independent Advisor Solutions can work with you to make your portfolio approach available to a broader range of clients through the development of bespoke advisor-managed investment funds – customized to reflect your portfolio design and philosophy.
Our approach is personalized and focused on achieving your clients’ unique goals.
