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 several distinct ‘in-sourced’ portfolio options.


FIT PORTFOLIO SERIES
  • Managed by Horizon Investments
  • • Horizon Investment is not affiliated with LPL Financial
  • Trading processed at IAA
  • Goals-based investing
  • Marketing can be DBA-branded
ETF PORTFOLIOS
  • Trading processed at IAA
  • Passive or Passive and Tactical management
  • Seeks to maintain a low expense ratio
SMALL ACCOUNT SOLUTION
  • Managed by Horizon Investments
  • • Horizon Investment is not affiliated with LPL Financial
  • Trading processed at IAA
  • No Transaction Fee NTF portfolio
CIO MANAGED PORTFOLIO
  • Managed by CIO, Chris Zaccarelli
  • Trading processed by Chris Zaccarelli
  • Customizable
FAITH-BASED PORTFOLIO
  • Trading processed at IAA
  • Socially responsible investing option
  • An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as a part of an overall program, not a complete investment program. An investment in ETF’s involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. the strategies listed may not be suitable for all investors.

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

Learn More About IAA Support Services…

Integrity. Transparency. Choice.