menu › Investor Solutions | Good Move | Call Now: 1.800.508.8500 | Your goals. Your needs. Our mission
phone 1.800.508.8500
life. well played.
Sound investment policies lead to great retirement plans. Call toll free now: 1.800.508.8500

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
Discovering Your Needs Discovering Your Needs
Portfolio Design Portfolio Design
Investment Strategy Investment Strategy
Portfolio Maintenance Portfolio Maintenance
our articles

Year-End Tax Tips

By: Investor Solutions

This just in: Congress is poised to make the tax break for IRA charitable donations permanent. The Bill cleared the House, is expected to pass the Senate and be signed by the President. Now you can be assured that donations made directly from your IRA will not be included in your taxable income ...

read more view all articles

our blog

Announcing Investor Tax Services

December 18 - 2015

I’m proud to announce a new service of Investor Solutions. Just in time for 2016 Tax Season, Investor Tax Services, LLC  will be providing tax preparation and tax planning services.  Now you can combine sophisticated tax planning with tax preparation. Louis Fel...

Your Best Market Timing Moves Now

August 28 - 2015

*As seen on Forbes I freely admit to being perhaps the world’s worst market timer. For instance, October 2008 found me in Siem Reap, Cambodia watching the market attempt to come unglued on satellite TV. My wif...

view all posts