INDEPENDENT

Independent Advisor Solutions

@independentadvisorsolutions

US
https://independentadvisorsolutions.ca/
Financial Services

Overview

About Independent Advisor Solutions

Independent Advisor Solutions provides unique answers for advisors, powering their portfolios and personal brand, with the goal of helping them simplify and scale their practice. It provides sub-advisory and marketing services for multi-asset model-based portfolios and offers an exclusive suite of investment funds designed to help diversify portfolios and enhance expected risk-adjusted returns for clients.

Independent Advisor Solutions Inc. is a wholly owned subsidiary of Wellington-Altus Financial Inc. and is registered as an investment fund manager and portfolio manager in Manitoba, Ontario, Newfoundland & Labrador, Québec and British Columbia.

*The content on this account is for informational purposes only and does not constitute investment advice. Please speak with a licensed advisor to assess suitability.

Headquarters

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Website

https://independentadvisorsolutions.ca/

Company Size

11-50 employees

Industry

Financial Services

Company Type

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Founded

2025

Specialties

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Posts