Outsourced AMG/CIO Solutions

Enhance your value with IAS' outsourced Asset Management Group (AMG) and Chief Investment Officer (CIO) solutions...

CORE PORTFOLIOS

An investment platform which delivers a full suite of complementary portfolio management options across all asset classes, including funds, outside managers, and in-house, plug-and-play portfolio solutions.

Core strategies with options for Core Plus, Hyrbid (equity/bond/ETF/mutual fund/alts),  and other custom-tailored asset allocations.

ACTIONABLE IDEAS

Given the age-old conflicts inherent to investment banking, your average large investment house produces an un-manageable volume of data on thousands of buy-rated equities. IAS provides manageable lists of actionable, primary research-driven ideas to support DIY common stock and ETF advisers, with white label alternatives.

CUSTOMIZED SERVICES

Customized research and portfolio management services for firms and/or advisers who want concierge-level service to support their unique advisory practices. This might include events, client/prospect meetings, custom portfolio reviews, adviser recruiting, and more. 

In addition, IAS solutions are available for your separate account management (SAM) platforms, or on a sub- or co-manager basis.

WHITE LABEL WHAT YOU NEED

Build your own brand's value by white-labelling IAS content and solutions. Unlike virtually all our competitors, IAS does not compete with your firm for client assets or deposits.

Contact

971-271-9406

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