The Investment Advisor Alliance's Turnkey Asset Management Program is designed to support a RIAs operations. Our program is a low-cost alterative to adding employees and various service providers. With our TAMP we handle the account administration, portfolio administration, billing, and reporting. Additionally, advisors may opt for technology infrastructure support such as email archiving, social media archiving, and enhanced proposal tools.
IAA's unique offering provides the flexibility to use the models being employed by IAA, which utilize Dimensional Funds, or create your own models. Either way, IAA handles the portfolio administration including rebalancing and trading.
The IAA models are based on structured asset class investing promulgated by academic research. The models include four to ten funds depending on account value to minimize transaction fees. Regardless of the number of funds, each portfolio owns approximately 12,000 equity holdings providing extensive diversification. As always, an IAA designed portfolio tilts toward small and value asset classes to capture the higher expected return factors provided by allocating funds to those classes.
RIAs utilizing the IAA TAMP are responsible for their own compliance, approved products, and fee schedules.
To get more details please call us at 800-607-3340.