Looking for a new Registered Investment Advisor,
or interested in affiliating with IAMS Wealth?
Our Platform
We have an open-ended Investment Platform that is comprised of several institutional money-managers with both active and passive investment philosophies. We aim to provide our advisors portfolio solutions for their client’s needs with access to Stocks, Bonds, ETFs, Mutual Funds, REITs, UITs, & Alternative-Based Investments. We also offer solutions within the Retirement Plan space as it relates to operating as the Advisor of Record & Providing Advice on Held-Away Plans.
We recognize that each advisor runs their advisory and financial planning practice differently. Our primary goal is to provide solutions and tools to our partners in order to help them have more success. We encourage our advisors to utilize the features of our platform to the best of their ability, but you are not bound to only utilizing what we provide. You are more than welcome to continue utilizing software and programs that are valuable to your daily operation.
We recognize that each advisor runs their advisory and financial planning practice differently. Our primary goal is to provide solutions and tools to our partners in order to help them have more success. We encourage our advisors to utilize the features of our platform to the best of their ability, but you are not bound to only utilizing what we provide. You are more than welcome to continue utilizing software and programs that are valuable to your daily operation.
You may be a good fit if you are looking for help with managing the day-to-day and back-office tasks associated with running an Advisory and Financial Planning Business. We recognize the increasing cost of doing business, compliance requirements, and operational procedures and processes. Our goal is to provide a solution and to help you overcome these everyday hurdles. We want our advisors to spend their time on the things that really count such as building new relationships and working with the families that the serve.
- Registered Investment Advisor that is SEC Registered
- Institutionalized Platform & Custodians
- Investment Management & Financial Planning Focused
- Open Architecture Platform & Solutions
We take care of and automate the
following for you and your business:
following for you and your business:
Professional Website Design & Hosting
- New Business & Lead-Gen Technology
- In-Person & Remote Training
- Client-Facing Marketing Documents
- Branded Quarterly Newsletters
- Performance Reporting Software
- Compliance Oversight & Support
- E & O Insurance
- Portfolio Proposal Assistance
- Easy to Use Trading Software
- Operational Support & Paperwork Generation
- Account Billing & Maintenance
Get Started with
If you are interested in learning more about our platform, how we support our advisors, or moving forward in registering with IAMS Wealth – please provide your information below and we will reach out for a confidential meeting to discuss how we may be able to help you!
