INVESTOR ADVISORY GROUP

Overview

Investor Advisory Group is an independent registered investment adviser that serves both individual/family and institutional clients. The firm’s advisory services emphasize financial planning and portfolio management across a mix of private- and business-related clients, including pension consulting work. The practice is structured primarily as a non-discretionary advisory operation: the entire reported asset base is classified as non-discretionary, which indicates the firm normally provides investment advice and implements solutions that require client approval for material changes. Fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements to accommodate planning projects, standalone advice or ongoing portfolio oversight. Investment posture is centered on public funds and mutual funds as the principal vehicle for client exposure, supplemented by externally managed alternative strategies when appropriate. The firm is not positioned as an active ESG investor and is organized as a limited liability company under an independent RIA model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices