Under our model, you own your own financial planning team and (through your ownership interest in IAIC’s parent company, IAFG) are a co-owner in IAIC, the registered portfolio manager. Rather than simply referring clients to a third-party investment manager, your firm retains ownership of your wealth management business.
Although as a registered portfolio manager IAIC must have direct contact with your wealth management clients, your firm maintains overall control of the financial planning relationship with your clients.
IAFG provides substantial support to its member firms on an on-going basis. Each firm has access to our team of experienced professionals who provide support with financial planning, life insurance services, client services, marketing, compliance and many other services. IAFG organizes monthly forums and annual conferences that ensure our member firms exchange knowledge and benefit from continuing education programs.
IAIC manages its compliance with securities regulations and helps ensure that the IAFG member firms, which are not regulated, refrain from conducting activities for which registration with securities regulators is required. IAFG management helps member firms ensure that they continue to comply with CPA rules of professional conduct.
Your firm will benefit immediately from the knowledge and experience our group of firms has gained from providing wealth management services to clients since 1999.
Your clients will benefit from the integration of the expertise of the accountant, financial planner and investment manager, working together in the best interest of the client. Our model works.
We provide you with a 180-day plan to get your firm’s wealth management business up and running.
By joining our group, your firm gains immediate access to the documented collection of best practices our member firms share with each other.
The process of joining our group is very straightforward. We are happy to meet with your firm to discuss wealth management and tell you more about our group and how to join.
JOIN IAFG TODAY - REDEFINING OUR CLIENT RELATIONSHIPS.
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