Strategic Investment Advisory Services Start with Portfolio GPS

Investments are a key component of a comprehensive financial plan. Once your IAG Wealth Partners advisor understands your risk tolerance and specific short-, intermediate-, and long-term goals, we will work with you to create a customized investment strategy. Using our proprietary Portfolio GPS tool, IAG aligns your investment risk with your goals and time horizon. Our mission is to develop and maintain risk-appropriate, diversified portfolios using this consistent, objective investment process.

IAG maintains our investment discipline during all phases of the economic cycle, by adhering to the unique parameters in your Portfolio GPS. We work to identify investments within your current portfolio that do not meet our expectations, inform you of possible tax consequences, and recommend new investments which we feel will serve your needs better.  Some of the investments we recommend may include alternative strategies beyond traditional investments.

Supporting your advisor’s efforts, IAG’s Investment Committee meets quarterly to help monitor your portfolio’s target allocation and holdings. Periodic changes will be recommended when investments no longer meet our specifications for risk or return. If your portfolio drifts from your Portfolio GPS guidelines, we will proactively recommend changes to align your investments with your risk budget.