The
Investment Advisor Alliance is a Registered
Investment Advisor serving individuals and small businesses by designing and implementing
diversified passive portfolios.
Advisors working with IAA recognize the benefits to well balanced advice and how it helps their clients.
As an investment advisor,
we understand the needs of advisors and the day-to-day troubles and complexities
of running a firm in the current regulatory environment. IAA was formed to help
advisors address these needs by creating a platform to lower expenses, maintain
compliance, and grow their business.
The
history of The Investment Advisor Alliance dates to 1989 on the floor of the New York Stock Exchange.
It was established as Keeler & Co., an agency-only brokerage firm trading for major institutions
and hedge funds. Over the course of 20 years the firm evolved to a Registered
Investment Advisor as well as a broker. In 2005 Keeler & Co. decided to become solely
a RIA, removing the potential conflict of interest that exists with an affiliated commission
securities business. Since then the firm has been renamed and began offering our expertise in practice management and
compliance to qualified advisors.