INVESTMENT ADVISORS OF AMERICA, LLC

Overview

Investment Advisors Of America, LLC is a small, client-focused RIA that centers its advisory work on individuals and family clients, including small business owners. The firm combines portfolio management with insurance brokerage services and charges clients both a percentage of assets under management and hourly fees. Filings indicate the firm is owned by an individual and operates on a regional scale rather than as a multi-state adviser. Investment strategy tilts strongly toward equities; the manager does not position itself as an active ESG investor. Given the small asset base, the firm appears to run customized, liquid portfolios that prioritize tradable securities and straightforward implementation. Advisory activity is concentrated on direct portfolio management for a limited number of clients, which supports hands-on customization and a high advisor-to-client engagement model.

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Public Holdings

Investments & Alternatives

Location & Offices