Independent Agency Service

Innovative Asset Solutions LLC, based in Durham, NC, offers turnkey asset management and Chief Investment Officer (CIO) solutions for financial advisers seeking to optimize client portfolios. Recognizing the importance of client relationships, the company provides unique, customized investment strategies to help advisers focus on core strengths such as estate tax planning and financial planning.

By delegating asset management functions to IAS, financial professionals can enhance their client experience and avoid the risks associated with relying on less experienced managers. With a focus on comprehensive wealth management platforms, IAS aims to support advisers in delivering tailored solutions that meet the evolving needs of their clients in a competitive financial landscape.

Generated from the website