IA Private Wealth (USA) Inc.

Overview

IA Private Wealth (USA) Inc. is a corporate registered investment adviser that focuses on discretionary portfolio management and financial planning for individuals, families and select institutional clients. The firm shows a clear preference for equity exposure, with exchange-traded equities forming the dominant portion of its portfolios. Its advisory services include ongoing portfolio management for individuals and small businesses and the publication of client-facing periodicals or newsletters. Fee arrangements are flexible and include percentage-of-AUM billing, fixed fees and performance-based fees, which suggests the firm can support both traditional advisory mandates and incentive-linked strategies. Ownership is listed as a combination of a foreign entity and individual ownership. The firm holds industry relationships with broker-dealers, trust companies and insurance companies, which can enable custody, trust services and insurance-based planning solutions for clients. IA Private Wealth (USA) Inc. is not characterized as an active ESG investor and it does not present itself as a pension consultant or capital allocator.

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Location & Offices