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Investacorp Advisory Services
 
 

Investacorp Advisory Services (IAS) - a Registered Investment Advisor - is a sister company to Investacorp. IAS offers you the choice of several fee-based accounts and programs as an alternative to the traditional commission-based investment account. Many investors prefer a fee-based structure since the financial consultant's compensation is tied to the market value of the investments in the account, as opposed to commissions resulting from trading activity.

Our advisory programs include the TARGET Series Program, which is essentially a fee-based brokerage account. These accounts feature quarterly fees and low transaction costs - sometimes no transaction costs at all. The TARGET Program allows you to build the client's portfolio with a variety of investments. You may choose from no-load mutual funds, load funds at NAV, individual stocks, individual bonds, real estate investment trusts and more.

IAS also provides an approved list of third-party money management programs, which includes asset allocation firms, wrap fee providers and individual money managers.

Whether you assist your clients in managing their portfolio through our TARGET Series Program, or you help them in selecting a third-party advisory program, with IAS you have the freedom and flexibility to make the very best choices for your clients.

We are pleased to offer you as much assistance as you may require in reviewing and evaluating these programs. This assistance is provided with the objectivity you need and without preference or bias for any product or sponsor. Our independence from proprietary products works to your advantage in this regard.