iInvestSolutions.com is a Registered Investment Advisor, which means we have a fiduciary duty by law, to act in the best interest of our clients, putting client's interests ahead of our own interests at all times. The world of investment advice is plagued with conflicts of interest, obscure disclosure and an overall lack of transparency. Seeking out an Investment Adviser who will act as your fiduciary can help to eliminate many of the problems associated with commission-oriented, product focused Financial Advisors. iInvestSolutions.com offers: A.  No minimum investment requirement.  ​B.  A flat .95% advisory fee (adjustable for accounts over $250K) ​C.  No transaction fee's, account fee's or costs per trade. ​D.  Advice on all devices, streamlined, progressive technology for the ultimate client experience. ​E.  Advice across all your wealth, utilizing the syncing of all of your accounts, with our "goal-based" online investing framework and advice algorithms, letting customers know if they are on track to reach all of their investment goals in seconds... ​F.  Better returns, utilizing Smart Rebalancing, Tax Loss Harvesting, lower fee's... ​G.  Even better returns, utilizing our proprietary iInvestSolutions.com Tactical Shift" strategy, designed to move more assets away from equities when our models determine higher market risk (such as 2000 and 2008) during secular bear markets, then finally moving back to each client's individual model portfolio while in the early stages of up cycles.  This is all done easily online, utilizing a "sliding scale" platform which allows each client to shift down at anytime to a more conservative portfolio, based on our guidance.​​​​​
Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

Hours
Regular Hours
Mon - Fri:
Categories
Financial Planning Consultants, Financial Planners, Investment Advisory Service, Investment Management, Investments
Suggest an Edit