Investor Solutions, Inc.
Investor Solutions is one of the largest independent, SEC-registered fee-only registered investment advisor in Miami, Florida, serving individuals, families, trusts, institutions and corporate pension plans for over 25 years.
We offer a total wealth management solution with a tight integration of your investment strategy, tax, retirement and other financial and estate planning issues.
Generations of individuals, families, executives, business owners and foundations have relied on us to ensure the security and growth of their financial futures, with close to $1 billion of assets under management.
Qualifications: Our professional advisors have advanced academic degrees, professional certifications and years of experience serving families and organizations just like yours.
Our team is composed of a group of CFPs, JD, CFA, MBAs, CPA, CLU, CIMA, AIFA, MST, CPWA, CPPT, CRPS who all have extensive background in portfolio investment, financial planning, estate and taxation planning.
Recognition: Investor Solutions is widely quoted in financial press and recognized as thought leaders that provide excellence in investment management and financial planning. Investor Solutions is ranked in the Top 300 RIA firms in the United States by the Financial Times, and has been ranked Top RIA by Barron’s for many years.
Independence & Integrity: As an independent fee-only RIA, your success is our only mission. We are fiduciaries in every transaction and recommendation. We have no financial incentives or ties to any product provider and we collect no commissions based on services we provide to you. You best interest is our only concern.
We specialize in Investment Management, Asset Protection Planning, Wealth Preservation, Retirement Planning, and Estate Planning. We build portfolios designed to meet our client's objectives using no-load mutual funds and ETFs and strategic global asset allocation.