Our Story

Since 1993, we’ve been committed to the same principles since our inception: Professionalism, Integrity, and Service. Our founding principle is how can we make markets work for the people, not the reverse. You first.

Markets can help you achieve your dreams — if you know how to use them. Products and services are getting better and better every day — if you understand how to select them. The price of investing has gone down dramatically, economic theory has evolved, and the tools used to manage a portfolio are much improved. Benefiting from these advances requires an in-depth level of professional knowledge and insight.

We offer you the opportunity to take advantage of these developments and invite you to meet with one of our knowledgeable advisors to discuss how we can put you first.

How Does Investor Solutions Make the Markets Work for You?

We are a fee-only, SEC registered investment advisor.
Our clients pay an agreed upon fee – we do not earn any commissions (and that means no distractions or conflicts of interest).
We fully disclose fees and any financial arrangements we may have with third parties.
We outsource as many non-core business functions as possible (allowing us to focus on you and your investments).
Our highly-qualified investment advisors hold advanced academic degrees, professional certifications, and years of experience assisting individual and institutional clients.
As a fiduciary, we always strive to provide clear, unbiased viewpoints and advice — always putting you first.