Broker Check

Philosophy

Confidentiality...

We believe confidentiality is important to any client relationship.  A client’s willingness and ability to share information is an important factor in our ability to address their true needs and concerns.

Personalized Solutions...  

Each client is unique so we continually evaluate what our clients value most allowing us to provide a personalized client experience. 

We ask how, when, and where clients would like to communicate with us.

Initial meetings are designed to understand a client's financial goals and discuss what steps are necessary to get on the path to success. 

Individualized Portfolios...

If your primary money management objective is safety and minimal risk of principal, we can help you make this investment choice with confidence.  On the other hand, if capital growth is your primary objective and you are comfortable with a higher risk factor, we can manage your portfolio accordingly. 

Portfolios are individually built and managed by our team utilizing securities we research.  Investment strategies are implemented that add value to the client portfolio and relationship.  We can explain what we own, why we own it, and how our client benefits.

Fee Based...

IAS is client-focused. We believe our independence, objectivity and fee structure prioritize a concern for the performance and growth of your portfolio rather than the sale of products and revenues derived from account activity.  

Security...

IAS does not take custody of any assets we manage.  Most clients elect to have their assets held at The Institutional Brokerage Group of Fidelity Investments, or a custodian of their choice.