Investment Advisor Group

Overview

Investment Advisor Group is an independent, individual-owned RIA that acts as a capital allocator for both individual/family and institutional clients. The firm leans toward equity-heavy portfolios, using separately managed accounts and exchange-traded vehicles as core building blocks. Its advisory scope includes financial planning, discretionary portfolio management for individuals and businesses, selection of outside advisers, and publication of client-facing material. Fee arrangements are flexible—percentage of AUM, hourly and fixed-fee engagements are offered—allowing the firm to serve a mix of client needs and account types. The firm does not position itself as an active ESG investor. As a capital allocator, the firm supplements direct equity exposure with external alternative managers. That combination suggests a hybrid model: a core of publicly traded equities and ETFs managed in-house or via SMAs, plus allocations to third-party hedge funds and private placements for clients with appropriate risk/timeline profiles.

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Public Holdings

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Location & Offices