Advisor Assisted Alternatives (A3)


Advisor Assisted Platform:

Are you an advisor who feels stuck in a rut? Do you want the ability to do more for your clients? Want to learn more about a Huge niche that is begging for attention?

If you are like most advisors, you feel like you are a commodity to your prospects and clients. Everything you do is similar or identical to every other advisor you are competing with… Your technology, your investments, your systems, your niche ( or lack of one). Even the way you are positioning yourself is the same as everyone else.

Even if you feel like you are a commodity to your prospects and clients, we can help.

We work with advisors at Independent RIA firms across the country to help them differentiate their practice by offering clients what most other advisors are not… A chance to invest outside the market with their IRA or 401k accounts.

I know you want the best for your clients. This is a pathway to help you do that. Investing in alternative investments inside retirement accounts is a specialized field and requires a lot of background and understanding of the logistics, Internal Revenue Code (IRC), recent case law, ERISA, and risk management. This is not an easy skill-set to master, especially if you only need to learn this for only one or two clients. We have a solution for you…   Advisor Assisted Alternatives ( A3)

Our advisor-assisted platform is similar to the SMA structure most advisors are familiar with… without using a SMA. Our A3 platform allows the advisor to continue to advise their client as they would with any investment, however, the advisor would outsource the logistical, liability, and risk management elements of investing in alternative assets inside a retirement account to IAG. This is a Win-Win-Win situation for you and your client. We make the process seamless and hassle-free for you and your clients. This enables you to retain the client relationship and build upon it by offering investments that most other advisors do not offer. This competitive advantage is rare in the investment advisory field. Whether the client is looking to invest in a specific asset in their retirement account or they are just looking for something outside the stock and bond markets, we can help.

Contact us to get unstuck and find out more about how we can help you build your business and relationships.


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