It is Investor Solutions' policy to protect and safeguard the privacy and security of the personal information Investor Solutions obtains about its clients. The Chief Compliance Officer is responsible for protecting and safeguarding the privacy and security of customer information. Investor Solutions also collects information about their brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc. Investor Solutions does not disclose the nonpublic personal information it collects about its customers to anyone except: (i) in furtherance of its business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers, etc. Investor Solutions is permitted by law to disclose the nonpublic personal information about its customers to certain third parties that perform administrative or marketing services on its behalf or for joint marketing programs.
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Investor Solutions FAQ
Investors often struggle to find the advisor that will be the best fit for themselves and their family. And, they wonder what to expect from an advisor, and how the advisor's services will meet their individual needs. Investor Solutions have tried to anticipate many of the questions The User of company services might have about Website so that The Client can come to the very best possible decision. The Company will be happy to discuss any other issues or concerns with The Customer so that The Client of Investor Solutions have a full understanding of how Investor Solutions work with Company's clients. investorsolutions.com pride ourselves on Company's intellectual capital. Investor Solutions's' advisors all have advanced academic degrees in related fields, professional certifications and years of experience in helping clients to achieve their goals. Individuals, trusts and/or families wishing institutional quality management of their assets to meet their needs for reliable retirement income and/or growth of principal for future enjoyment.
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Investor Solutions was founded in 1993 by industry-veteran Frank Armstrong, CFP, AIF. The company is based in Miami, FL. It is intended to help the community with investment decisions. Investor Solutions serves Individuals Families, Corporate Retirement Plan Sponsors as well as Not for Profit Organizations. The company provides clients with investment strategies which include such services as Portfolio Maintenance, Tax Savings Plan, Investment Strategy as well as Portfolio Design. Investor Solutions has a knowledge center which is intended and does provide information concerning Fiduciary Legal, Financial planning, Investment Investment Theory and Retirement. Investor Solutions is a Fee-Only Investment Advisor registered with the Securities Exchange Commission and the various states as required by law.