Today’s markets call for a streamlined approach to investment management. Save time, money and resources by outsourcing investment strategy and research tasks to our experienced portfolio managers.
Reinvent your business through our efficient and
low-cost investment strategy and research platform.
Outsource CIO responsibilities – The best way to free up time and resources is to outsource investment research to an experienced and award-winning RIA firm, already working toward fiduciary standards. Why pay more as your business grows? There is no need to give up a percentage of revenue to an expensive TAMP. We offer a tax efficient approach to investing; saving you time, money, and resources.
Gain access to DFA, American Century, and other top mutual fund families – Benefit from access to no load institutional funds without worrying about meeting asset minimums.
Offer an ESG fund lineup- Attract new types of investors and keep up with changing client desires by adding an ESG offering.
Investing is becoming commoditized – Robo advisors and discounters are bringing the cost of investing to zero. Advisors can differentiate by focusing on planning and communicating with clients.
Fulfill compliance requirements – Research documentation that supports your investment strategy, policies, and decisions.
Provide impactful client communications – Show clients your are up to date by utilizing white-labeled communications on investment topics, regulatory changes, and major financial events.
Stop TAMPing down your profits; pay a $6,000 fixed annual fee – Powered by the insight and time-tested practices of nationally recognized Rowling & Associates, InStrategy provides an alternative solution to the TAMP revenue sharing model.