Thank you for visiting The Investment Advisor Alliance.
The Investment Advisor Alliance (IAA) is dedicated to the needs of independent investment advisors, your clients, and your growth. This site is designed for professionals looking to learn more about IAA and the benefits of affiliation. We are not a broker/dealer; there is no conflict of interest created by earning commissions, instead you earn fees based on the assets you manage and financial plans you create. You are never required to sell a specific product or mutual fund family, rather, we require the same as your clients - prudent, personal advice and for you to honor your fiduciary duty.
At IAA our role is split between supervisor and administrator. These roles work hand-in-hand as supervision assists in efficiently running an advisory firm, thus your office will be running smoothly. Administration, by providing the best solutions from a central office, allows for in-depth supervision and record-keeping to become a natural extension of your workflow. Technology is the backbone of The Investment Advisor Alliance that permits advisors to provide top-notch personalized service and financial advice to clients. Our technology and alliances are aimed at making office processing more efficient so you can allocate more time to grow your business, spend time with clients, and reduce overhead.
The Investment Advisor Alliance strives to provide the service and tools of a large firm, but retain the friendly, professional atmosphere of the family owned and operated firm we are. By becoming an independent advisor with IAA you will enjoy freedom, flexibility, and ownership of your business. Your book is yours, upon retirement you can do as you please; whether that is to sell it or pass it on to your heirs. This peace of mind will help you rest easy and grow your business your way.
Sincerely,
Robert W. Keeler Jr
Chief Operating Officer
If you would like to have a representative contact you please click here.