IAIC adheres to a very diversified investment approach. Investments are categorized into asset classes, then diversified among numerous securities and sectors, all of which are guided by strategic protfolio management disciplines. Growth and value are two fundamental approaches or investement styles. Growth investors seek companies that offer strong earnings growth while value investors seek stocks that appear to be undervalued in the marketplace. Because the two styles complement each other, they can help add diversity to your portfolio when used together.
IAIC delivers an integrated approach to managing your portfolio with focused and balanced investment advice that’s unique to your financial situation. All investment portfolios follow IAIC’s Six Step Investment Management Process:
Like a telescope, we scan the economic horizon, seek out the best opportunities for you and make adjustments to ensure everything in your financial situation is clear, firm and focused. Keeping the telescope perfectly balanced is the tripod – the seamless integration of accounting, financial planning and investment management. By bring these three areas together, we are able to clearly define your goals, build solid financial plans and stay focused on growing customized portfolios for your unique situation. Our team of knowledgeable ,experienced and dedicated professional manage investment portfolios for families, individuals, private companies, estates and trusts.
IAIC offers three types of customized portfolios,
all of which are individually invested to suit the clients’ needs.
In addition to a customized portfolio, clients can select structured products.
