Personalized Services
As our client, you will have an experienced investment team creating a strategy for your portfolio, while a personal IAM advisor tailors an investment plan to your organization's unique circumstances and requirements.
Our goal is the alignment of your portfolio allocation and investment selection with the values of your organization. When your values, whether social, environmental, or religious line up with your assets, you maintain the integrity of your organization's mission.
We begin this process by listening carefully to your needs, and then proceed to build a custom asset management plan.
Communication with your personal advisor includes in-person meetings, phone consultations, and email. Clients also have online access to detailed investment reports.
IAM advises two levels of clients:
For clients with assets of $5 million or less, we offer a broad range of traditional products to help meet organizational goals for asset growth, preservation and annual disbursements, as well as a selection of alternative strategies designed to fulfill long-term growth objectives.
For clients with assets greater than $5 million, we offer both traditional products and investments in a variety of alternative strategies available to investors who meet specific suitability requirements.
Note: Alternative investments are available only to those who meet specific suitability requirements, including minimum net worth tests. Please review any offering materials carefully, and consult with your tax advisor or accountant prior to investing. There are special risks involved with alternative investments, including investment strategies, and different regulatory and reporting requirements. There can be no assurance that any investment will meet its performance objective. Futures trading is speculative, leveraged, and involves substantial risks. Past performance is not guaranteed.