Going beyond traditional asset
management to deliver innovative,
thoughtful strategies tailored
to your unique business, personal
and financial goals.

Corporate Client Services:

Corporate portfolios face a unique set of challenges, from managing liquidity needs and navigating market volatility to achieving long-term financial sustainability. Organizations require a trusted partner with the expertise to deliver institutional-grade strategies while tailoring solutions to their specific business priorities and growth goals.

At IAA, we help corporate clients bridge the gap between sophisticated investment expertise and actionable, scalable strategies. Acting as an extension of your financial team, we craft customized solutions that balance growth, liquidity, risk, and efficiency—ensuring every decision aligns with your organization’s long-term vision. We understand that your corporate portfolio is more than an investment—it’s a critical driver of your organization’s success.

Key Benefits of Partnering with IAA:

• Customized Solutions for Your Unique Goals: Every strategy is tailored to meet your specific financial objectives and governance requirements.

• Expert Liquidity Management: We ensure your portfolio is designed to meet short-term cash flow needs while optimizing long-term growth.

• Institutional-Grade Investment Access: We provide access to carefully selected private markets and highly refined endowment-style strategies typically reserved for large institutions.

• Proactive Risk Management: Our disciplined approach helps mitigate market volatility, protecting your portfolio while capitalizing on opportunities.

• Transparent and Trusted Oversight: As fiduciaries, we deliver clarity and accountability through comprehensive reporting and alignment with your governance standards.

Single-Family Office Services:

Single-Family Offices are tasked with more than managing wealth—they are stewards of a family’s financial legacy, often grappling with complex responsibilities that span generations. From safeguarding assets to navigating private investments and coordinating estate planning strategies, the demands on SFOs require precision, foresight, and seamless collaboration.

At IAA, we understand the unique needs of Single-Family Offices and act as a trusted partner in managing these complexities. As an extension of your family’s financial team, we bring institutional-grade expertise combined with a deeply personalized approach to support your family’s unique goals. Our services are designed to simplify the intricate financial needs of private families while preserving and growing wealth across generations.

Key Benefits of Partnering with IAA:

• Strategic Alignment: We tailor every solution to meet your family’s unique values, goals, and vision for the future.

• Holistic Collaboration: Acting as a collaborative and cohesive part of your financial team, we streamline coordination across legal, tax, and estate planning experts.

• Proactive Risk Management: By diversifying across private and public markets, we help protect and grow assets while aligning with your risk profile.

• Simplified Administration: From trust management to detailed reporting, we ensure transparency, efficiency, and confidence in the stewardship of your family’s assets.

Endowment and Foundation (E&F) Services:

Endowments and foundations play a critical role in helping their institutions drive meaningful and lasting impact. By managing large pools of capital, these organizations ensure consistent funding for their missions while preserving assets for future generations. With long-term investment horizons and a focus on balancing current spending needs with capital growth, they require strategic, disciplined investment solutions designed to endure and adapt over time.

At IAA, we understand the complexities of managing diversified portfolios and the unique challenges facing small to mid-sized endowments and foundations. From safeguarding capital to generating consistent income, we partner with you to develop mission-driven strategies that align with your organization’s values and objectives. Whether providing access to innovative investment alternatives, collaborating with your board, or optimizing spending policies, our tailored approach ensures your endowment and foundation thrives today and for generations to come.

Key Benefits of Partnering with IAA:

• Mission-Driven Strategies: Tailored investment solutions designed to balance current funding needs with long-term growth.

• Innovative Investment Opportunities: Expertise in building portfolios across public and private markets to diversify and enhance portfolio returns.

• Custom Reporting and Analysis: Detailed, actionable insights to inform decision-making and support governance.

• Fiduciary Oversight and Board Engagement: Transparent, accountable guidance to align investments with your mission and financial goals.

• Sustainable Focus: Strategies designed to protect capital and ensure consistent income for operational needs over the long term.

High Net Worth Individuals:

For high-net-worth individuals, managing significant wealth is about more than just growing assets—it’s about aligning your financial strategy with your life, your goals, and your legacy. Whether navigating complex investment opportunities, planning for retirement, or preparing for life’s key milestones, you need a trusted partner who understands the nuances of wealth management and provides a tailored, disciplined approach.

At IAA, we deliver a comprehensive suite of investment management services designed to simplify complexity, optimize returns, and safeguard your wealth. We combine institutional-grade expertise with personalized care to construct portfolios that reflect your unique risk tolerance, priorities, and aspirations. With access to public and private markets, and a disciplined approach to retirement planning and wealth preservation, we empower you to take control of your financial future and provide the clarity, care, and confidence you need to succeed.

Key Benefits of Partnering with IAA:

• Institutional-Grade Access: Leverage sophisticated investment strategies, including private equity, direct lending, and alternatives, tailored to your financial objectives.

• Comprehensive Financial Planning: Navigate life’s most important transitions—retirement, family changes, or legacy planning—with strategies built around your priorities.

• Cost-Effective and Tax-Efficient Solutions: Benefit from low-cost strategies designed to optimize after-tax returns and preserve wealth.

• Tailored Retirement Strategies: Build sustainable, long-term security through disciplined planning and market insights.

• Personalized Service: Receive high-touch, individualized attention to align every aspect of your portfolio with your vision of success.

Outsourced Chief Investment Officer (OCIO) Services:

For Single-Family Offices, Corporate Clients, and Endowment & Foundations managing complex investment portfolios requires expertise, discipline, and strategic vision. Yet, maintaining an in-house investment team can be resource-intensive and challenging to scale.

IAA’s Outsourced Chief Investment Officer (OCIO) services offer a seamless solution that integrates directly with your team to provide expert oversight and tailored investment management that is aligned with your objectives. With our OCIO services, you gain the institutional-grade expertise of a full-time investment team—without the overhead. Our focus on transparency, accountability, and proactive decision-making ensures your portfolio evolves alongside your needs, giving you the confidence to focus on what matters most to the for your organization to succeed.

Key Benefits of Partnering with IAA:

• Customized Strategy Development: Build an investment policy statement tailored to your organization’s mission, values, and goals.

• Tactical Asset Allocation: Adapt dynamically to changing market conditions to maximize returns and control risk.

• Rigorous Manager Selection: Leverage IAA’s disciplined research and due diligence to identify and evaluate high-performing managers and strategies.

• Comprehensive Oversight: Gain clarity and accountability through robust reporting and performance analysis.

• Proactive Portfolio Adjustments: Respond seamlessly to shifts in the market and organizational priorities with IAA’s forward-looking guidance.