Investment Advisors International (“IAI”) is a fast growing Registered Investment Advisor dedicated to one simple mission - to create financially independent families by growing and protecting their wealth through active money management. Through our team of independent Investment Advisors International (“IARs”), we bring professional money management services previously reserved for institutions and the wealthy to underserved, middle-income families. An Unprecedented Market Another Baby Boomer turns 60 every 7 seconds. As the 78 million Baby Boomers begin to retire, many are coming to the stark realization that a stock market decline could happen precisely at the time they need to access their investments. With life expectancy and market fluctuations increasing, investors need help managing their money in tough times. As the demand for our services has been growing, the number of financial advisors in our industry has dropped over the last two years. These two events – the dramatic increase in demand for advice and the decline in supply of advisors – combine to provide tremendous opportunity to new IARs. Don’t Wear Two Hats Many firms offering active money management require IARs to wear two hats – that is to spend part of their time studying market conditions to making investment decisions and part of their time developing their relationships with clients. We understand that you can’t do a good job in both areas. That’s why we’ve developed relationships with world-class money managers to provide the day-to-day management of accounts while we focus on what we do best – helping clients understand simple strategies to meet their goals. The Right Thing for Clients Active money management has traditionally been reserved for the wealthy and large institutions. These strategies, which vary from traditional buy-and-hold methods peddled to Middle America by adjusting investment holdings in response to changing market conditions, can make a significant difference in account performance – especially during volatile markets. The Right Thing for our IARs Instead of paying large up-front commissions or being locked-into long-term contractual agreements, our clients pay for our services the same way the wealthy have paid for investment advice for decades – on a fee basis. This arrangement puts all parties on the same side of the table and encourages everyone to look out for clients’ best interests. It also provides a steady, predictable income stream for our fee based IARs that actually increases over time as the value of clients’ accounts increase.
Investment Advisors International (“IAI”) is a fast growing Registered Investment Advisor dedicated to one simple mission - to create financially independent families by growing and protecting their wealth through active money management. Through our team of independent Investment Advisors International (“IARs”), we bring professional money management services previously reserved for institutions and the wealthy to underserved, middle-income families.
An Unprecedented Market
Another Baby Boomer turns 60 every 7 seconds. As the 78 million Baby Boomers begin to retire, many are coming to the stark realization that a stock market decline could happen precisely at the time they need to access their investments. With life expectancy and market fluctuations increasing, investors need help managing their money in tough times.
As the demand for our services has been growing, the number of financial advisors in our industry has dropped over the last two years. These two events – the dramatic increase in demand for advice and the decline in supply of advisors – combine to provide tremendous opportunity to new IARs.
Don’t Wear Two Hats
Many firms offering active money management require IARs to wear two hats – that is to spend part of their time studying market conditions to making investment decisions and part of their time developing their relationships with clients. We understand that you can’t do a good job in both areas. That’s why we’ve developed relationships with world-class money managers to provide the day-to-day management of accounts while we focus on what we do best – helping clients understand simple strategies to meet their goals.
The Right Thing for Clients
Active money management has traditionally been reserved for the wealthy and large institutions. These strategies, which vary from traditional buy-and-hold methods peddled to Middle America by adjusting investment holdings in response to changing market conditions, can make a significant difference in account performance – especially during volatile markets.
The Right Thing for our IARs
We require highly motivated entrepreneurs. While previous financial services experience is welcome, it’s not required. Training begins with a detailed, 14-day study program to assist in passing a necessary regulatory exam and evolves into hands-on coaching from experienced management to assist in developing a client base.