Investors Asset Management
- Company typePrivate
- Founded1988
- HeadquartersGaussan, France
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Investors Asset Management firmographics
Firmographics- Name
- Investors Asset Management
- Legal name
- Investors Asset Management of Georgia, Inc.
- Website
- https://investorsassetmanagement.com
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Investors Asset Management industry classification
Industry- Product category
- Wealth Management & Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industries
- Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Investors Asset Management is headquartered
LocationHeadquarters
- HQ city
- Gaussan
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
Investors Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Asset-Based Advisory Fees: The firm charges individual investors an annualized asset-based fee, billed quarterly in advance. Fees are debited directly from advisory accounts. The fee structure incentivizes increasing assets under management. Investment Adviser Representatives earn a portion of the fee charged to clients, which can vary based on assets managed and complexity of client needs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Asset-Based Advisory Fee with $100K Minimum |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Investors Asset Management product offering
Product offeringCore offering
Investors Asset Management is a fee-only fiduciary investment advisory firm providing holistic financial planning and discretionary portfolio management for individuals and families, as well as investment advisory services for corporate retirement plans (401(k), Profit Sharing, Cash Balance) and non-profit/education retirement plans (403(b), 457). The firm manages five proprietary Target-Risk model portfolios and a Cash Balance model based on its Core Investment Philosophy.
Product overview
Investors Asset Management of Georgia, Inc. is a privately owned, fee-only fiduciary investment advisory firm that offers a unified suite of wealth management and retirement planning services. The core offering includes holistic financial planning and discretionary account management (Wealth Management), corporate and non-profit retirement plan advisory services (Investor's Choice plans and Teacher's Choice program), and five proprietary Model Target-Risk Portfolios. Underpinning all services is the firm's proprietary Core Investment Philosophy—a time-tested methodology based on discipline, diversification, holistic assessment, and a no-herd approach to investing.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
- Investor's Choice Retirement Plans
- Teacher's Choice Program
- Model Target-Risk Portfolios
Quantifiable outcome
- Servicing over 10,000 retirement plan participants
Companies that use Investors Asset Management
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Investors Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Investors Asset Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights5 records
Investors Asset Management competitors and assessment
Company assessmentBroad incumbents
- Focus Financial Partners: Partnership model for independent RIAs offering wealth management and retirement plan advisory. Directly comparable to IAM's fee-only fiduciary RIA model and represents a likely strategic exit pathway / consolidator counterpart.
- Creative Planning: Large national RIA offering discretionary wealth management, retirement plan advisory, and proprietary model portfolios to HNW and institutional clients. Direct overlap with IAM across all three of IAM's core service lines, though Creative Planning operates at multi-hundred-billion AUM scale vs. IAM's boutique footprint.
- Mercer Advisors: National RIA consolidator offering wealth management, retirement plan advisory, and trust services to HNW families and institutions. Directly comparable to IAM's full suite and an example of the scale IAM could pursue through M&A or platform partnerships.
- Edelman Financial Engines: Large-scale RIA combining personal wealth management with corporate 401(k) and retirement plan advisory. Strongest direct competitor to IAM's retirement plan business given similar fiduciary, fee-only positioning and SMB plan sponsor focus.
- Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting affiliated advisors delivering wealth management and retirement plan services. Relevant peer for IAM because it represents a possible platform-distribution path for IAM's model portfolios to other advisors.
- Mariner Wealth Advisors: National RIA consolidator providing wealth advisory, retirement plan services, and institutional asset management. Comparable to IAM in service mix (HNW wealth, retirement plans, model portfolios) but operates as a roll-up platform rather than a single boutique firm.
Direct peers
- Carson Wealth: RIA serving HNW individuals and corporate retirement plans with holistic financial planning and proprietary model portfolios. Mirrors IAM's combination of wealth management, retirement plan advisory, and target-risk portfolio offering.
- Captrust: Independent RIA specializing in investment advisory for retirement plans (corporate, non-profit, public sector) plus wealth management. Highly comparable to IAM's Investor's Choice and Teacher's Choice programs, including 403(b)/457 coverage.
- Buckingham Strategic Wealth: Fee-only RIA providing evidence-based wealth management and retirement plan services to individuals and businesses nationwide. Closely aligned with IAM in fee-only fiduciary positioning, retirement plan focus, and discretionary portfolio management for HNW clients.
Regional players
- Jacobs Financial Group: Southeast-based fee-only RIA offering holistic wealth management and retirement plan advisory to individuals, families, and businesses. Closest geographic and segment overlap with IAM in the Atlanta/Southeast market, making it a regional competitor for plan sponsor relationships.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Investors Asset Management social profiles
Digital presenceInvestors Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Investors Asset Management leadership team
Management profileNumber of profiles
Profiles9 records
Investors Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Investors Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Investors Asset Management
What does Investors Asset Management do?
Investors Asset Management is a fee-only fiduciary investment advisory firm providing holistic financial planning and discretionary portfolio management for individuals and families, as well as investment advisory services for corporate retirement plans (401(k), Profit Sharing, Cash Balance) and non-profit/education retirement plans (403(b), 457). The firm manages five proprietary Target-Risk model portfolios and a Cash Balance model based on its Core Investment Philosophy.
Is Investors Asset Management a public or private company?
Investors Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Investors Asset Management founded?
Investors Asset Management was founded in 1988. It employs 1 to 10 people.
Where is Investors Asset Management based?
Investors Asset Management is headquartered in Gaussan, France, in the Europe region.
How does Investors Asset Management make money?
One revenue line is on record: asset-Based Advisory Fees.
Who are Investors Asset Management's main competitors?
Broad incumbents on record are Focus Financial Partners, Creative Planning, Mercer Advisors, Edelman Financial Engines, Commonwealth Financial Network and Mariner Wealth Advisors. Direct peers are Carson Wealth, Captrust and Buckingham Strategic Wealth. Jacobs Financial Group is listed as a regional player.
Does Investors Asset Management have an API?
No public API is recorded for Investors Asset Management.
What industry is Investors Asset Management in?
Investors Asset Management's product category is Wealth Management & Investment Advisory. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAAAJAD, Target-Risk / Risk-Profile Model Portfolios. Its NAICS code is 523940 and its SIC code is 6282.