Since integrating AIQ for asset management, I've gained valuable time to enhance planning and service delivery for our clients. This partnership has significantly strengthened our overall value proposition, enabling us to offer more sophisticated solutions and attentive client care.
Partnering with AIQ has allowed us to dedicate our time to deepening our client relationships through comprehensive financial planning while enhancing the quality of the asset management our clients receive. This enabled us to triple our assets under management over our 4 year partnership.
My experience with working with AIQ has offered our clients a customized experience for their investment portfolios unique to their needs.
Before working with AIQ, I dedicated nearly 30% of my time to investment research, trade execution, and portfolio construction. The AIQ team surpasses my expertise in these areas, equipped with sophisticated tools beyond what an individual advisor can access. Now, I can allocate my time to what I truly enjoy: nurturing client relationships.
These statements were not made by clients and do not guarantee future performance or success; no compensation was exchanged for endorsements.
History / Team / Philosophy / Strategies / AIQ Insights / Contact / Important Disclosures
Investment advice offered through AIQ Asset Management, a DBA of Advisor Resource Council, a registered investment advisor.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. The underlying holdings of any presented portfolio are not federally or FDIC-insured and are not deposits or obligations of, or guaranteed by, any financial institution. Past performance is not a guarantee of future results.