The Investor Solutions Difference 2018-11-29T19:05:14+00:00

You First isn’t just a slogan for us. It’s our reason for being and our organizing principle. We set out to give you the highest quality professional advice and personalized service in the industry.

We provide personalized professional services to successful people with complex financial situations. As your wealth increases your financial life gets more complex. That’s where a team of professional planners can simplify your life.

You will see the Investor Solutions Difference with your first telephone call, answered by a real person. Your dedicated advisor team is part of an elite team of industry veterans. They will know you personally, as well as all about your family and financial situation. They all have advanced academic degrees, professional certifications, and years of experience. Being introduced to a new hire on every phone call what some groups call client service, but we are different.

We know your time is valuable, that’s why we offer one-stop service for all your financial needs. Beyond investment advice, you will receive a full suite of individually tailored financial services. We are financial service partners for comprehensive financial and estate planning, tax planning and preparation, legal form review and design, liability management, and private banking. We are here to support you wherever your life journey takes you – you first.

  • Evidence Based
  • Time Tested
  • Research Driven
  • Global Asset Allocation
  • 100% Passive Using Tax Efficient, Low Cost, No Load Index Funds and ETFs
  • Dynamic Rebalancing
  • Custom Tailored to Your Situation, Objectives, Time Horizon and Risk Tolerance
  • Integrated with All Your Accounts — Consolidated Reporting (Aggregation)
  • Investor Tax Services Combines Tax Preparation with Sophisticated Planning to Maximize Your After Tax Wealth Accumulation
  • Get All the Deductions You are Entitled to Receive
  • Pension Maximization Strategies (DC/DB Combo) can Generate an Additional $200,000 in Tax Deferral for Small Businesses and Professionals
  • Capital Gains Avoidance
  • Dividend Avoidance
  • Dynamic Tax Loss Harvesting
  • Mortgages
  • Bridge Loans
  • Aircraft Financing
  • Commercial Loans
  • Real Estate Loans
  • Construction Loans
  • Portfolio Loans
  • Margin Accounts
  • Non Purpose Loans
  • Letter of Credit
  • Retirement Planning
  • Vacation Home
  • Education Expenses
  • Care of Parents
  • Travel
  • Planning and Management of Required Minimum Distributions
  • Consolidating Your Retirement Accounts: Get Control of Previous Employer’s Pension Accounts
  • Manage Your 401(k) Account Alongside Your Other Assets
  • Social Security Maximization
  • Charitable Gifting Strategies
  • Foundations, Endowments, Donor Advised Funds
  • Social Responsible Investing
  • Sustainability Investing
  • Charitable Split Gifts to Avoid Capital Gains, Generate Income, and Tax Deductions
  • Charitable Bequests
  • Estate planning is Not Just for the Ultra-Rich
  • Document Review
  • Document Vault
  • Asset Protection Planning
  • Capital Needs Analysis
  • Special Needs Trusts
  • Protecting Against Incapacity
  • Living Will and Health Care Instructions
  • Limited Powers of Appointment
  • Pension Design, Implementation, Funding, and Employee Education
  • Increase Deductions for Key Employees
  • Increased Participation and Deferrals
  • Increased Employee Satisfaction
  • Defined Benefit/Defined Contribution Combo Plans may Defer Up to $250,000 per Year for Key Employees
  • Integrates with Major Payroll Systems
  • Low Cost Index Funds and ETFs
  • Target Date, Target Risk and Default Portfolios
  • Reduced Fiduciary Liability for Plan Sponsors
  • Institutional Quality Management
  • Fiduciary Training
  • Low Cost Index Funds and ETFs
  • Distribution Planning and Management

ARTICLES & LATEST NEWS

ARTICLE:
Get Serious About Securing Your Data

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NEWS:
7 Ways to Prevent Financial Elder Abuse

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ARTICLE:
In Praise Of Foreign
Markets

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COMMUNITY:
Investor Solutions Proudly Supports Best Buddies

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OUR BOOKS

“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong

GET A FREE COPY

“THE INFORMED INVESTOR”
by Frank Armstrong

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“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong

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“SAVE YOUR RETIREMENT”
by Frank Armstrong

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“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

GET A FREE COPY
READ MORE
READ MORE
READ MORE