Portfolio Options

WE OFFER THE FLEXIBILITY YOU SEEK TO RUN YOUR BOOK, YOUR WAY

Independent Advisor Alliance provides advisors the flexibility to offer investment options that align with each client’s unique financial goals. There are no proprietary products to sell or quotas to meet. In addition to the various LPL platforms, IAA offers ‘in-sourced’ portfolio options.


FLEX INVESTMENT PORTFOLIOS
  • Managed by Independent Advisor Alliance CIO, Chris Zaccarelli
  • Trading processed at IAA
  • Goals-based investing
ROBO ADVISORY PLATFORM
  • Powered by Betterment
  • Digital investing service
  • Custom branded program such as Yellow Penguin
  • ROBO Advisory Platform powered by Betterment is not affiliated with LPL Financial
  • Yellow Penguin or Custom Branded

WE RESPECT YOUR INDEPENDENCE, AND ARE COMMITTED TO SUPPORTING IT.

Learn More About IAA Support Services…

Integrity. Transparency. Choice.