INSTITUTIONAL INVESTMENT ADVISORS CORP

Overview

Institutional Investment Advisors Corp is an independent, individual‑owned registered investment adviser that provides financial planning and portfolio management to both individual/family clients and institutional accounts. The firm charges a mix of percentage‑of‑AUM fees alongside hourly and fixed fees, and it runs discretionary and non‑discretionary mandates. Its activity profile on Form ADV shows a clear tilt toward managed portfolios for individuals, small businesses and institutions rather than pension consulting or multi‑state specialty consulting. The adviser does not describe itself as an active ESG investor. Investment behavior leans toward pooled public vehicles as the primary building blocks of client portfolios, supplemented by third‑party alternative fund allocations and traditional fixed‑income instruments. Custody and execution are centralized through a single primary custodian, which supports both model portfolios and customized SMA implementations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices