IAMS Direct Program

In by Russelliams

We introduced our IAMS Direct Program offering clients the ability to work with our home office directly for their investment management needs. This in-house expertise simultaneously expanded our available resources for our branch offices as well by adding yet another layer of service to our TAMP platform. We reached $100m in AUM in April of 2021 and surpassed 1,000 client accounts by year’s end.