Where Your Investments Work Harder
and Smarter to Help You Grow Stronger.

Who We Are

We exist to make your investments work harder and smarter. As a boutique investment advisory firm, we combine the sophistication of institutional-grade investment expertise with the responsiveness and care of a personalized, high-touch approach.

We partner with select high-net-worth individuals, family offices, and institutional clients who value innovative solutions, highly vetted private market access, and a clear path to achieving their financial goals. Our fiduciary responsibility, open-architecture model, and attention to detail deliver strategies that are transparent, cost-efficient, and tailored to your unique needs—aligning your investments with your ambitions.

At IAA, we don’t just manage your assets; we optimize them to drive growth, resilience, and success. With a team of dedicated advisors and a commitment to excellence, we empower you to build a stronger financial future—because at IAA, your investments don’t just work harder; they work smarter.

Our Core Values:

Our core values define how we partner with our clients and support one another—guiding every decision,
fostering trust, and achieving exceptional outcomes together.

Independent

As an independent, employee-owned advisory firm, we deliver unbiased solutions tailored solely to achieve your goals and ambitions.

Client-First

We put your goals at the center of everything we do, delivering a high-touch, personalized experience that prioritizes your success.

Transparent

Transparency is the cornerstone of trust at IAA; we provide clear, cost-efficient strategies and comprehensive reporting so you always know where you are and where you’re going.

Integrity

Our fiduciary commitment drives us to act with honesty, accountability, and the highest ethical standards in every decision.

Diligent

Our meticulous approach ensures every investment opportunity is thoroughly researched, every solution is carefully vetted, and every detail is accounted for.

Disciplined

Through rigorous processes and thoughtful execution, we stay focused on delivering consistent, long-term results.

Future-Focused

We plan for today and tomorrow, crafting forward-looking strategies to grow and protect your assets across business cycles and across generations.

Integrated

We bring together investments, planning, and insights to provide holistic, seamless solutions that align with your evolving needs.

Independence Asset Advisors was founded in 2010 on a simple yet powerful principle:
providing clients with customized investment options, lower fees, personalized service,
and access to investments typically found only in large institutional portfolios.

Value Highlights:

Customized Solutions

Understand and deliver on a range of investment goals from managing corporate liquidity to preserving and growing personal wealth.

Institutional Expertise

Provide access to a broad universe of
investment opportunities across public and
private markets, with pricing traditionally
reserved for large institutions.

Cost Efficient

Leverage institutional manager relationships and economies of investment scale to negotiate lower fees, eliminate layering costs and enhance long-term returns.

Client-Focused Approach

Dedicated team with frequent, meaningful communication and reporting to ensure you stay informed, confident, and ahead of the curve.

Meet Our Team

Scott Renninger

Founder, President and Chief Investment Officer

Katie Kearns

Vice President and Managing Director

Thomas Grugan

Director and Senior Investment Strategist

Rebecca Saukaitis