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VERIFIED COMPANY DOSSIER
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Investor Solutions

Verified Intel

Independent SEC-Registered Investment Advisor

Investor Solutions is a fee-only registered investment advisor, allowing us the freedom to focus on what is right for each and every one of our clients. To achieve your goals, we use long-term strategies and tailor your portfolio to your exact objectives, risk tolerance and time horizon. Our global equity asset allocation is designed to spread risk as far as possible while capturing world market performance to attain the highest probability of success. Our mission has always been you and your success, with all of our efforts concentrated on providing you the advantage of unbiased investment advice, sound portfolio management, and the highest level of service. Our highly qualified advisors provide you with objective, leading-edge professional investment advice and management services with low expenses – a strategy strongly linked to higher returns over the long haul – making the choice to go with Investor Solutions a very good move. Investor Solutions was founded by Frank Armstrong, CFP, AIF in 1993. His vision was to provide objective, leading edge professional investment advice and management services free from the numerous conflicts of interest that taint the traditional Wall Street firms. Currently Investor Solutions manages over $700 million in assets for clients in the US and abroad. Our organization delivers: *Research-driven investment strategies and design *Low-risk, low-cost investment management *Disciplined execution *Objective, professional advice *Investment education *Detailed reporting *World class service and support The firm is a pioneer in several important areas: *Fee-only advice *Application of modern financial theory *Passive only investment strategies *Use of technology to lower investment costs by leveraging the resources of unrelated service and product suppliers

Primary SectorFinancial Services
Workforce Size11-50 Employees
Global HQMiami, United States
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
1993
Employee Bracket
11-50
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
2665 south bayshore drive
City
Miami
Region / State
florida
Postal Code
—
Country
United States

Core Competencies & Specialties

Synthesized domain expertise tags

Financial PlanningInvestmentsRetirement PlanningAsset ProtectionHigh Net Worth IndividualsRetirement Plan SponsorsNonprofit OrganizationsTax Planning

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domaininvestorsolutions.com
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LinkedIn Network185 Followers
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Frequently Asked Questions

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