International Assets Advisory (IAA) is an Orlando, Florida firm that serves the needs of clients throughout the United States and abroad. Its tailored strategies strive to minimize risk, while seeking out sustainable returns on investments. The firm’s product offerings include insurance, annuities, equities, fixed income investment, private placements and mutual funds. With knowledge of world markets, IAA client holdings are focused in many different markets and regions.
IAA takes pride in an independent research and analysis-driven approach where each holding is assessed as part of an interrelated whole. The firm’s World Class Money Manager Strategy has an economic perspective as its foundation. Competencies extend to estate and retirement planning that takes client time frames, risk tolerance and expectations into consideration.
IAA additionally offers financial planning advisory solutions designed to meet the unique needs of small business owners. Client service, attention to detail and flexibility are at the core of this approach.
