The Investment Advisor Alliance has chosen Fidelity Institutional Wealth Services and TradePMR as custodian for our clients' funds. More than 10,000 mutual funds are available with some popular load fund families available at NAV.

There are also NTF options; with Fidelity as your chosen custodian all Fidelity mutual funds and many others are NTF. TradePMR also carries a robust selection of NTF funds. If you would like to confirm the funds you currently use are available through either TradePMR or Fidelity, please contact one of our associates.

For approved advisors Dimensional Funds will be made available at Fidelity. DFA is an exclusive mutual fund company that offers their products to clients only through investment advisors. Advisors will be required to go through an interview/qualification process which includes attendance at their advisor conference. Hybrid advisors are not eligible to utilize DFA funds with IAA.




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Corporate Mailing Address:
PO Box 231
Allendale, NJ 07401




© 2010 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Fidelity, TradePMR, Sterne, Agee, & Leach and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies wholly owned subsidiaries of Keeler Financial Services Holdings LLC.