Strategic Independence with Investment Advisor Group provides you the ability to create your own experience for your practice and leverage our skilled team to manage the complexities of operating as an RIA all while doing business under your own brand. This gives you the freedom to focus on the areas of the business that bring value to your clients.
We have identified more than 40 categories and subcategories that we believe every individual RIA firm should manage. For example, your compliance program, transitioning your practice, technology integration, client billing, portfolio management, et cetera while also trying to stay ahead of the curve with new technologies and changing regulations.
Creating your own experience means more to us than simply implementing solutions. It includes the management of those solutions that are constantly in motion. Affiliating with IAG means you don’t have to identify, hire or manage a professional staff to run your practice. We do this for you. All in an effort to help grow your business, improve your client experience and increase your enterprise value.