Owning your own business is a rewarding, complicated, and time consuming enterprise. Often small business owners find themselves at a crossroads when deciding where to expend their effort and focus their time. In the advisory world, it becomes even more complicated when considering the regulatory oversight and the record keeping that come with it. All the time spent working on onerous compliance tasks and administration is time lost generating revenues and working with clients. Where do you want to be?
The Investment Advisor Alliance is a registered investment advisor just like you. We fully appreciate the RIA business model and look to provide solutions to like-minded advisors: those who see the fee only model as the best path to serving clients' needs. We work with advisors who see the benefit of a predominantly passive long-term strategy and carry a consultative rapport with clients.
The Investment Advisor Alliance exclusively supports independent investment advisors and does so without forcing you to lose your identity. Advisors can work under their own name, in their own office, and meet their clients' expectations their own way. Supervised independence from IAA relieves advisors of drudgery and frees them to be advisors rather than bookkeepers.
As an alternative, RIAs can outsource their back-office needs and more to IAA. You retain all your freedoms and identity, bill what you want, and make all the compliance decisions.
Please continue reading through the IAA website to find out more about the vast array of services we provide and how we can assist you.