Broker Dealer Financial Services Corp. & Investment Advisors Corp.

Investment Advisory

In today’s financial environment, many clients are seeking a resource for solid advice on their total financial picture. As client’s needs continue to change, many Advisers are evolving the way in which they provide advice and service. Advisory services, including fee-based financial planning and wealth management services, provide the opportunity to establish a deeper relationship with your clients. By positioning yourself as a trusted advisor who offers objective and comprehensive advice, you create an environment for long-lasting and mutually beneficial relationships.

Investment Advisors Corp. has an independent, holistic approach to wealth management, financial planning and portfolio management. We are here to help you navigate the world of fee-based program options to select and implement the strategy suited to meet the needs of your practice and clients. Our experienced and knowledgeable team offers:

  • Point of sale support, case consultation and competitive insight
  • Case design and preparation assistance
  • Practice management tools and resources

Investment Advisors Corp.’s program offerings are designed to support advisers who manage on either a discretionary or non-discretionary basis. Our advisers have the ability to select a platform and program from our open-architecture suite of options that best meets the needs of their practice and clients. IAC’s support structure includes services such as billing, reporting, compliance, and consulting services.

Fee-based advisory programs offer the ability to create efficiencies and build scale in your practice, increase recurring revenue and ultimately boost the valuation of your business. Advisors who incorporate fee-based program into their practice:

  • Generate four time more revenue over time
  • Capture more of their clients’ assets
  • Create more equity in their business
  • Build a consistent revenue stream, versus one-time payout
  • Generate referrals more consistently
 

Storm Lake, Iowa


Storm Lake, IA

Flexibility with Investment Advisory

Investment Advisors Corp, (IAC) offers a robust suite of industry-leading third-party managed solutions through numerous platforms and sub-advisor agreements.

 

Corporate vs. Independent RIAs
Frequently Asked Questions


PRODUCTS

  • Full suite of brokerage products including: Stocks, Bonds, Mutual Funds, ETF's and more
  • Substantial inventory of No Transaction (NTF) Fee Mutual Funds and ETFs
  • Extensive list of third party managers and thoughtfully selected sub-advisors
  • Unified Managed Accounts

FLEXIBILITY

  • Portfolio construction tools and ability to rebalance at model level
  • Open architecture of platforms and programs
  • Keep commission and fee-based business on the same trading platform
  • Client-friendly online performance reporting
  • Billing, reporting & consulting services included in program cost
  • Transaction or asset-based custody options
 

Please contact us to learn more at (844) 468-5800 or join us. We welcome you to continue exploring the benefits of being affiliated with Broker Dealer Financial Services Corp. and Investment Advisors Corp.
 


We are committed to establishing an exceptional partnership with our financial advisors, providing the support, tools and resources needed to help clients achieve their financial goals.

Broker Dealer Financial Services Corp.
Investment Advisors Corp.

140 South 68th Street
West Des Moines, Iowa 50266

Member: FINRA / SIPC / SIFMA

©2016 Broker Dealer Financial Services Corp - All Rights Reserved
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Securities offered through Broker Dealer Financial Services Corp., Member SIPC. Advisory services offered through Investment Advisors Corp., an SEC registered investment advisor.

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