Independent Solutions Wealth Management, LLC
www.iswealthmanagement.comIndependent Solutions is a company born out of necessity, a company started to give Individual Investors access to top-rated money managers in a pre-built asset allocation model for a low fee. The three founding partners of Independent Solutions Wealth Management, LLC are all continuously producing Registered Representatives at an Independent Broker-Dealer. We believe in managing money using the time-tested principles of asset allocation and modern portfolio theory to help our shareholders reach their long term investment objectives. We are not market timers. Rather, we construct a fully diversified portfolio, that includes a broad array of asset classes managed by the best and brightest managers that fit with our investor's tolerance for risk. - Researching the Best and Brightest Managers - Truly Independent - Gives Reps more time to Manage Their Practice - Developed By Reps for Reps - Priced with the Independent Rep in mind - Asset Allocation Driven Models Get a 1 on 1 consultation with an advisor here: https://iswealthmanagement.com/find-financial-advisor-near-you/
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Independent Solutions is a company born out of necessity, a company started to give Individual Investors access to top-rated money managers in a pre-built asset allocation model for a low fee. The three founding partners of Independent Solutions Wealth Management, LLC are all continuously producing Registered Representatives at an Independent Broker-Dealer. We believe in managing money using the time-tested principles of asset allocation and modern portfolio theory to help our shareholders reach their long term investment objectives. We are not market timers. Rather, we construct a fully diversified portfolio, that includes a broad array of asset classes managed by the best and brightest managers that fit with our investor's tolerance for risk. - Researching the Best and Brightest Managers - Truly Independent - Gives Reps more time to Manage Their Practice - Developed By Reps for Reps - Priced with the Independent Rep in mind - Asset Allocation Driven Models Get a 1 on 1 consultation with an advisor here: https://iswealthmanagement.com/find-financial-advisor-near-you/
Read moreCountry
State
New York
Industry
Employees
11-50
Estimated Revenue
$1,000,000 to $5,000,000
Social
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Partner / Chief Compliance Officer
Email ****** @****.comPhone (***) ****-****Partner , Chief Information Officer
Email ****** @****.comPhone (***) ****-****Chief Operating Officer
Email ****** @****.comPhone (***) ****-****National Marketing Director
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