INDEPENDENT INVESTMENT ADVISORS

Overview

Independent Investment Advisors is a small, equity-focused independent RIA that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed fees, and it operates primarily as a discretionary manager — nearly all assets are managed on a discretionary basis. Investment activity shows a clear preference for liquid, exchange-traded securities and ETFs, and the adviser is not positioned as an active ESG investor. The firm does not present itself as a capital allocator or pension consultant; instead its mandate centers on tailored portfolios and planning for a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices