The members of the Board of any organization are fiduciaries of that organization’s assets and investments. As such, they may have personal liability for acts or omissions of fiduciary standards. While fiduciary compliance is absolutely required by law, at Investor Solutions, we do not believe it needs to be burdensome.
As a Registered Investment Advisor that accepts co-fiduciary responsibility for your investment assets and assists your designated board in its fiduciary compliance, we always put you first — providing a level of “safe harbor”. For over 25 years we have been providing mission critical organizations and endowments with the guidance, support and investment management needed to fulfill their fiduciary obligations and keep their organizations strong.
We invite you to learn more about our comprehensive services for endowments and not-for-profit organizations.
W H A T A R E Y O U
MOST INTERESTED IN
WHAT ARE YOU MOST INTERESTED IN?
Maintaining your standard of living in retirement is well within your reach – we can help.
Whether your building your wealth, saving for college expenses or saving for retirement – we can help.
We begin by coming to a full understand of your complete financial situation – you always come first.
We serve as a liaison to a number of private banks, helping you select the right resource for your needs.
We help ensure you provide your team with a quality retirement plan solution – you always come first.
You need comprehensive tax services that will seamlessly integrate with your investments.
When it comes to your legacy and philanthropic activities – we always put your needs and wishes first.
If it’s important to you, then it’s important to us – we will construct a portfolio that fulfills your beliefs.
WHO WE SERVE
For over 25 years, integrity and commitment have been the hallmark of our client relationships.
Individuals and Families
Pre-Retirees and Retirees
Retirement Plan Sponsors
ARTICLES & LATEST NEWS
OUR BOOKS
“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong
“THE INFORMED INVESTOR”
by Frank Armstrong
“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong
“SAVE YOUR RETIREMENT”
by Frank Armstrong