Programs & Services | Transition Services | Financial Planning

At Investment Advisors Corp. our investment advisor representatives have the ability to choose the products and services that are best suited for their clients.

Our investment advisor representatives have access to a wide range of flexible asset management platforms and investment products, as well as powerful financial planning tools. Our investment advisor representatives have the ability to do business with various custodians through both advisor-managed and third-party asset management programs. We have agreements with Schwab, Fidelity, TD Ameritrade, Envestnet, Assetmark, SEI Investments and many more.

programs&services

Other services, including brokerage, mutual funds, futures and insurance, are offered to dually-registered representatives through our affiliated broker-dealer, Broker Dealer Financial Services Corp.

If you have any questions or would like additional information, please send us an email.