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Third-Party Programs
 
 

IAS also maintains relationships with several third party advisory firms offering various methods of investment styles, including: strategic and dynamic asset allocation, passive investing, sector rotation and institutional money manager relationships.

Current approved sponsors include:

  • Morningstar Managed Portfolios
  • Lockwood Financial Services
  • Envestnet
  • Nationwide/Best of America
  • SEI Investments
  • Clarke Lanzen Skalla
  • BTS Asset Management
  • Loring Ward