Investacorp Advisory Services Earns a Spot on the FT [Financial Times] 300 Top Registered Investment Advisors List
Investacorp Advisory Services, Inc., (IAS), a sister company of independent advisory and brokerage firm Investacorp, Inc., was named one of the top 300 U.S. registered investment advisors by the Financial Times, and is one of only 11 Florida-based fiduciary firms to earn the prominent ranking.
IAS is a national registered investment advisory firm based in Miami, Florida. The firm provides high-end wealth management tools and technologies, enabling independent financial advisors across the U.S. to distinctively compete for and meet the complex financial needs of affluent individuals, families and business owners.
As of 6/30/19 assets have increased 40 percent on a year-over-year basis.
The Financial Times reported that IAS met three categories of client segments served, including: Retail (<$1 million), High Net Worth ($1 million – $10 million) and Ultra-High Net Worth ($10 million+).
Robust Advisory Services
“IAS’s continued growth is due to our flexible and customizable wealth management solutions,” said Marcus Arneaud, Executive Vice President of IAS. “Our advisors receive access to multiple advisory services platforms, including Advisor as Portfolio Manager, offering maximum flexibility to manage client accounts themselves or the ability to select from a broad range of third-party providers, as well as Unified Managed Accounts enabling advisors to build custom portfolios that combine separately managed accounts, third-party strategists and advisor-directed models in one single account. Financial planning and consulting tools are also available to enable advisors to capture more revenue by easily charging additional flat or hourly fees, beyond recurring fees. Furthermore, advisors have access to the Ladenburg Thalmann Asset Management program, a unique combination of market analysis, fund selection, asset allocation and diversification strategies that enable our advisors to serve the needs of affluent individuals.”
2019 RIA Trends
The global business news organization highlighted several industry trends, including the continuation of RIA consolidation through M&As, an increase in wealthy investors seeking investment advice due to choppy capital markets; specifically, three-quarters of FT 300 companies saw their number of clients rise. Investors also expect more from their advisors, including information, guidance and personal service.
A Word from Investacorp’s President & CEO Patrick Farrell
“I’m proud of our IAS team earning a spot on the Financial Times elite list of RIAs for another year,” said Patrick Farrell, President and CEO of Investacorp and IAS. “It is clear evidence that we’re providing our family of independent financial advisors the operational support, seamless technology and wealth management tools needed to service today’s wealthy investors. Investacorp’s goal is to help our advisors meet the unique and often complex wealth management needs of their clients as well as enrich their clients’ lives, all while operating an enjoyable and thriving financial practice for generations.”
Find the full report here.
Related: Investacorp Advisory Services, Inc. 2018 FT 300 RIA Ranking.
For More Information Regarding IAS, Please Contact:
VP of Compliance Supervision, Director of Advisory Services
305-557-3000 ext. 222
For Financial Professional Use Only
Investacorp, Inc. is a FINRA registered independent broker-dealer and Investacorp Advisory Services, Inc., is an SEC Registered Investment Advisor.