At Independent Solutions, we believe communication is the key to a happy client. For that reason, the Investment Committee Members host a conference call to discuss recent market activity, their strategies, insights and market forecasts. The team extends clients the invitation to listen in live.
This call was recorded on December 5th 2019. If you missed the call, the replay is now available.
At Independent Solutions, we understand that the financial advisor is the mechanic of the financial plan. We will work tirelessly in developing models that allow you and your clients to grow, protect and diversify.
We are committed to assisting you in building a more secure future. We believe it’s not only our responsibility to help you protect and make the most of your income and assets, but also to help you make the most of your life.
We use this investment approach to give our clients the best opportunity to achieve success.
We host Client Update Calls on a quarterly basis to our clients the opportunity to interact with our Investment Committee.
The ISWM Investment Committee has over 170 years of industry experience to ensure our clients are in good hands.
Independent Solutions Wealth Management LLC is an SEC Registered Investment Adviser.