Members

Thank you Investor Solutions for joining us as a Councilor Member !

Investor Solutions, founded in Miami in 1993, is one of the largest fee-only privately-held wealth management firms in South Florida. Generations of individuals, families, executive, business owners, foundations and institutions have relied on Investor Solutions to ensure the security and growth of their financial futures. Because we are independent, we are solely dedicated to managing our clients’ wealth, which allows us to take a long-term approach to investing and keeps our interests aligned with yours.

We offer a holistic wealth management solution with a tight integration of your investment portfolio strategy, tax, retirement and other financial planning issues such as educational funding, estate planning, generational and legacy planning, risk management, and social security planning.

As an independent SEC Registered Investment Advisor (RIA), we are fiduciaries and transparent in every transaction and recommendation. We are a fee-only registered investment advisory firm and collect no commissions based on the services we provide to you. We have unrestricted choice of products that best serve your needs, and no financial incentives or ties to any product provider.

 

Investor Solutions is widely quoted in financial press and recognized as thought leaders that provide excellence in investment management and financial planning. (Financial Times, Barron’s, Forbes).

www.investorsolutions.com

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