Investors Advisory Services Inc

Overview

Investors Advisory Services Inc is a small, owner-operated advisory firm that provides portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and serves an individual and family client base rather than institutional or pension clients. It does not identify as an active ESG investor and operates with a single-state footprint. Investment activity shows a conservative tilt: a large portion of reported assets sit in cash and cash equivalents, while the firm maintains exposure to conventional pooled products and specific alternative strategies. For alternatives, the adviser allocates to third‑party managers focused on real estate, commodities and oil & gas rather than running those strategies in-house. Mutual funds and annuities are used as core building blocks for client portfolios alongside those external alternative allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices