services

No matter which service level you choose, you will always be dealing directly with a professional portfolio manager

Professional Portfolio Management

IAM offers services in three categories: Investment management, financial planning, and financial consulting. Our investment management services are further divided into three service levels.

Our Portfolio Management service is intended for clients who wish to leave the supervision of their investments in the hands of a professional. An IAM portfolio manager assists you in selecting an investment strategy that is appropriate for your goals and needs. The manager puts the strategy into effect, manages your investments on a day-to-day basis, and reports to you at regular intervals.

Our Portfolio Advisory level is intended for clients who wish to put into affect a buy-and-hold investment strategy based upon individual goals and needs. An IAM portfolio manager assists you in selecting investments that are appropriate for you based upon your risk tolerance and long-term goals. The portfolio is monitored for performance, re-balanced as necessary, and updated periodically to allow for changes in investment goals and market climate.

Our Portfolio Analysis level is a one-time report ideal for investors who manage their own accounts, or who have limited investment choices (like in an employer provided retirement plan). You receive a personalized written analysis of your existing portfolio or a suggested allocation for a new portfolio. Each analysis is backed up with independent research on your holdings and a cost/benefit summary of your investments. Your holdings are analyzed not only with respect to how they perform relative to their benchmarks, but also as to how they correspond to your stated risk tolerance and investment goals.

No matter which service level you choose, you will always be dealing directly with a professional portfolio manager who has the experience and knowledge to recommend a strategy that is appropriate for your personal situation and the current investment climate.