International Assets Advisory, LLC, an independent registered broker dealer and member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC), is a boutique wealth management and brokerage firm headquartered in Orlando, Florida. Established in 1982, International Assets Advisory (IAA) operates under the Securities Act of 1934. The firm has managed securities on behalf of thousands of clients in the Central Florida region and throughout the United States and abroad.
IAA clients can have a personalized financial consultant to provide access to world financial markets. Over the course of initial meetings, consultants and clients can devise an investment strategy that addresses both immediate and long term financial goals. One goal of International Assets Advisory financial consultants could be to attempt to minimize portfolio risk while at the same time optimizing returns. A few strategies implemented by IAA consultants could include asset allocation and global diversification while specific investment opportunities range from domestic and foreign stocks to mutual funds, fixed income and annuities.
International Assets Advisory also operates in areas of retirement and estate planning services. More information is available at iaac.com.