概要:Institutional Advisory Services Group, Inc. (IASG) provides wealth management services. The Company offers portfolio monitoring and management, investment plan and commodity trading advisor, fund research and selection, clearing, and brokerage services. IASG serves customers in the United States.
BASIC INFORMATION:
Institutional Advisory Services Group, Inc. (IASG) provides wealth management services. The Company offers portfolio monitoring and management, investment plan and commodity trading advisor, fund research and selection, clearing, and brokerage services. IASG serves customers in the United States.
Fast Facts about IASG
· Independent advisory firm specializing in alternative investments for institutional and high-net-worth investors
· Seasoned team of investment professionals with over 75 years of brokerage experience
· Offers unprecedented free research tools to investors, including a comprehensive managed futures database
· Registered with the National Futures Association as an Independent Introducing Broker, Commodity Pool Operator (CPO), and Commodity Trading Advisor (CTA)
· Headquartered in Chicago, with 3 additional locations across the United States
REGULATORY INFROMATION: LICENSE
Institutional Advisory Services Group, Inc. (IASG) was regulated by the National Futures Association (NFA) at the United States with the regulatory license number of 0245008
BUSINESS SCALE
The company offers a wide range of Advisory services
TOOLS
· IASG Blender
Try out your investment ideas. Their custom blending tool makes it easy to combine managed futures programs, set allocations, and estimate returns.
Investing in a blend of managed futures programs allows you to diversify your risk, just like investing in a large blend fund or mid-cap blend fund would.
· IASG Investment Portfolio Management Tools
Build and track your dream portfolio of alternative investment managers. Its easy to add programs, view historical returns, and check out current values. Think of our tools as your personal investor portfolio service.
· IASG Investment Watchlist
Create your own custom list of programs to watch and sign up for performance updates and alerts from your favorite alternative managers.
An investor watchlist like this enables you to perform due diligence before you put capital at risk, just as you would create a stock watchlist or a stock options watchlist to track stocks in which you are interested.
· IASG Portfolio Insight
Tired of indecipherable brokerage statements? Their proprietary Insight platform offers a clear view of your portfolio performance and activity.
The tools within and the reporting capabilities can provide the investment insight you need to determine your next move.
SERVICES
· Trading Advisor Research & Selection
Interested in what managed futures can do for you? They will work as futures specialized financial advisors who help you identify alternative investment managers that suit your investment goals. No contracts. No obligations.
· Portfolio Monitoring & Management
When you invest with IASG, you get portfolio management services partner you can rely on. Their services for portfolio management means they continuously monitor your alternative investments, making sure you stay on track to meet performance goals.
· Get Your Complimentary Alternative Investment Plan from their Managed Futures Experts
· CTA Services
MANAGED FUTURES
· Performance
· Market Quotes
· Returns
· New Listing
· Archived Programs