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A Nationwide Network of 100% Independent & 100% Objective Fee-Only Financial Advisers
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|Portfolio Reviews - "The Buy-Sell Hold Review"|
Appropriate investment allocations and selections can have a major impact on your investments. The problems are compounded when investments are maintained in several different accounts.
Our network of independent financial advisers can provide you with an analysis of your current investment portfolio including stocks, bonds, mutual funds, IRAs and 401(k) accounts. Your Financial Adviser will conduct a portfolio review and provide you with specific buy, sell and hold recommendations based upon an analysis of your risk profile and stated investment goals. Final investment decisions are yours.
Your under no obligation to invest with us and it does not make a difference to us where you maintain your brokerage or retirement accounts. This includes all national and regional firms including Fidelity, Charles Schwab, Waterhouse, Prudential, Merrill Lynch, Smith Barney and all other brokerage firms.
Why not start the process and tell us your situation?
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experienced human beings. You tell us the problem, we provide help.
Why should you invest alone?
The Independent Adviser Corporation is a Registered Investment
Adviser that specializes in developing investment strategies for individuals,
families and businesses.
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