iap offers investment advisory services for individuals, groups or funds. Our principals have extensive experience in managing sizeable portfolios through good times and bad, bull and bear markets, and periods of high volatility. This experience has led us to focus on finding value assets across a spectrum of classes and regularly balancing that mix of assets based upon market conditions. Our proprietary research and methodology strive to achieve positive returns at risk levels comfortable for each individual Client.

iap begins every engagement by gaining a firm understanding of our Client’s needs and goals. This includes risk tolerance. We manage assets with these needs in mind. iap advises a number of Clients whose main goals are wealth preservation and steady income, while others prefer the perceived risk of greater returns. Although iap can accommodate a wide spectrum of Client preferences, we generally structure four model portfolios: conservative, core, growth, and aggressive growth. However, we always remain true to our primary philosophy: managing your money as if it were our own.