Asset Management Services

OPTIMIZE YOUR STRATEGY

Our Asset Management Services offer financial advisors with a comprehensive suite of investment solutions including model management, robo-advisory platforms, and customizable options tailored to client's specific needs. These solutions and tools access to strategic investment solutions and tools, enabling them to run a more profitable practice. Advisors can benefit from investment platforms, portfolio management, and research resources to leverage top tools and services for success and growth.

Robo Powered by Betterment

IAA offers robo investment options through Betterment, combining financial advisor expertise with automated investing. Choose from IAA’s branded Yellow Penguin, Blackbridge Robo (Blackbridge Advisors only), or your own branded Robo platform.

Advisor Model Management

Advisor Model Management allows advisors to maintain control over their investment portfolios including rebalancing cadences and drift tolerances while IAA acts as an overlay manager by investing accounts, raising cash, and monitoring systematic distributions/contributions.

Portfolio Marketplace

Portfolio Marketplace helps advisors manage client relationships, develop business, and handle administrative tasks efficiently. It connects advisors with expert teams for steady performance using diverse strategies and advanced research. IAA’s back-office support helps streamline operations, scale businesses, and reduce errors and compliance issues.

iCIO

Insourced CIO (iCIO) enables advisors to access individual equity portfolios for HNW clients or insource their entire investment program. Partnering with IAA’s CIO, Chris Zaccarelli, hybrid advisors can focus solely on their clients and business growth.

FLEX Investment Portfolios

FLEX Investments are professionally-run portfolios for clients of all risk tolerances and account sizes from $25k-$5mm. These models are exclusive to our firm and are managed by IAA’s CIO, Chris Zaccarelli. We provide full back-office support.