Investment Management

We assist in managing your investments while you work towards achieving your overarching goals. Utilizing both tax-deferred and taxable investment accounts provides the flexibility required to adapt to your financial objectives at every stage of life.

Investment income necessitates distinct management strategies compared to wealth accumulation. We collaborate with you to ensure that the income you require from your investments is available when you need it.

We will devise a plan tailored to your specific goals. Some clients, particularly those early in their careers, may benefit from aggressive model portfolios during their accumulation phase. We can manage these investments directly, or we can opt for outsourced managed portfolios. Together, we'll decide the best approach. For others, such as retirees, income-generating assets may be necessary. We'll create a distinctive portfolio designed to generate the desired income while also considering your need for asset protection. Essentially, each client's goals and needs are unique, and we are equipped to construct and manage a portfolio that is exclusively yours, in a variety of ways.

If you possess more than $2 million in investable assets, IEA provides a range of comprehensive services tailored to your requirements.

Investing for High Net Worth Individuals (HNWIs) necessitates dedicated time, thorough research, and a tailored approach. Expect more frequent updates on your investments, strategies for tax optimization, estate planning in coordination with an attorney, and proactive investment management on a discretionary basis. While all IEA clients receive these services, they are particularly tailored for our Wealth Management clients to focus on safeguarding family wealth, asset management, and wealth transfer through legacy planning. HNWIs who self-manage their wealth often suffer from poor execution and decision-making. IEA eliminates emotional biases from investing and applies our consistent, objective investment principles to align with your risk tolerance and liquidity needs.

Affluent investors often face intricate financial challenges requiring bespoke solutions. IEA collaborates with you and a team of professionals, including attorneys, CPAs, and insurance advisors, to devise strategies that align with your fundamental values and objectives. Tailored specifically to your needs, IEA is committed to safeguarding and enhancing your wealth, while also planning for the seamless transfer of your assets to your heirs with maximum efficiency.