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Investor Solutions is an independent fee only registered investment advisor based in Miami, Florida serving individuals, families, trusts, not for profits and corporate pension plans. Financial Advice & Wealth Management for Over 20 Years.

who we serve
Individuals & Families Individuals & Families
Corporate Retirement Plan Sponsors Corporate Retirement Plan Sponsors
Nonprofit Organizations Nonprofit Organizations
what we do
Investor Tax Services Investor tax services
Portfolio Design Portfolio Design
Investment Strategy Investment Strategy
Portfolio Maintenance Portfolio Maintenance
our articles

Ultimate Moneyball - How You Can Capture Excess Returns

By: Frank Armstrong

In Moneyball: The Art of Winning an Unfair Game, Michael Lewis shows how smart use of statistics and probability replaced conventional wisdom and gut feelings to transform our national sport through improved strategy. By emphasizing the factors that actually drive victory, performances can be dramatically improved....

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our blog

Zombie Pension Accounts

March 20 - 2017

When employees change jobs they often leave their pension accounts behind at their old employer. Reasons include inertia and lack of knowledge about the options available to them. In too many cases these pension accounts become orphans and later zombies. On your way out the door it’s all too easy to leave the pension decision ...

DOL Fiduciary Regulations For IRAs In Limbo. Sad!

March 16 - 2017

If there was ever an industry that cried out for more regulation rather than less, it’s the investment advice industry. But, a new administration that never met a regulation it liked, and whose world view considers them all equally evil set out to deregulate the universe. So, after years of false starts and delays, the Departm...

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