About Us
A Hybrid Approach to Meet Your Financial Objectives
AIQ Asset Management is first and foremost an investment management firm and, thus, our primary mission is to meet, and exceed, clients’ financial objectives while taking the appropriate amount of risk. Our belief is that investors are generally taking too much risk with some investors chasing returns and others at risk of not meeting their goals by being too conservative.
Our unique investment process combines the tremendous and rapidly evolving power of artificial intelligence with the irreplicable intuition and experience of traditional fundamental analysis to improve financial outcomes. We're passionate about making this approach available to clients of all sizes and levels of sophistication at a reasonable cost either through direct institutional relationships or via our independent financial advisor partners.
For Our Financial Partners
While much of this site is focused on the investment process, it is important to highlight that AIQ is dedicated to improving the lives and business prospects of its independent financial advisor clients.
Financial Advisors are required to be a fiduciary for their clients which necessitates them being an expert on a wide range of financial topics including regulations, tax codes, and planning matters, while at the same time fulfilling their legal obligation to construct appropriately tailored, risk-aligned investment portfolios for each of their clients.
Each of these are full time jobs in themselves with investment management possibly being the most time consuming given the need to focus on the ever-changing economic backdrop, watch financial markets, and evaluate thousands of potential investment opportunities and client holdings.
Additionally, advisors need to find time to manage their practices from a business perspective.
AIQ significantly decreases the amount of time and stress our advisors commit to investment management. We have had a material positive impact on the practices of our advisor partners. Our team lives and breathes investments all day, every day; and we offer that commitment, combined with our decades of investment experience and our highly sophisticated artificial intelligence tools, to independent advisors to help them get a significant chunk of their day back while also providing their clients with access to sophisticated individually curated investment strategies at a reasonable price.
Our History
Our Team
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.