Client & Committee
Conference Call Q4
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.
Our Story
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.
Click here to read the article “Bringing Wall Street to Main Street” featured in Fortune, Forbes, Bloomberg Businessweek & Money, for more on the Independent Solutions Wealth Management Story.
ISWM in the Media
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170+ Years of Industry Experience
Our Portfolios are managed by the Independent Solutions Wealth Management Investment Committee, lead by Dan Neiman, Chief Investment Officer and Partner at ISWM. The committee consists of Chartered Financial Analysts as well as Advisors that have both institutional and retail experience. Our investment committee enables the collaboration of individuals with a combined industry experience of 170 years.
Strategic Asset Allocation
We use this investment approach to give our clients the best opportunity to achieve success.
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Client Communication
We host Client Update Calls on a quarterly basis to our clients the opportunity to interact with our Investment Committee.
Investment Committee
The ISWM Investment Committee has over 170 years of industry experience to ensure our clients are in good hands.
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