What We Do
From growing wealth and retirement plan advisors to new and established RIA firms, you can find support at IWA to help you enjoy the freedom to focus on your clients and develop new business. Whatever stage your company is in, you can benefit from utilizing our wealth management partners, enterprise relationships and pricing, and the efficiency and scale of our services and platform.
Our approach to value investing for our clients’ individually managed accounts is “active money management” and can be summarized in one sentence: We “Cherry Pick” the highest quality companies in order to buy them at a discount, relative to what our analysis determines the company to be worth. Our Motto: “Best Picks. Better Results.”
In years past many financial advisors were primarily engaged in the securities transactional side of the business as registered representatives. With the flood of more and more regulations facing securities representatives, many are asking.”Is There a Better Way…?” Absolutely!