Investment Bank/Securities Brokerage - Draper, UT, US
We are a financial investment partner that has been helping serious investors with professional portfolio management for superior safety and returns.Affiliated Investment Advisors, Inc. is a "traditional" portfolio manager for retirement plans, profit sharing plans, individuals, IRA's and other trusts. Our services are "fee only". All portfolio investments are liquid on a daily basis, can be sold immediately and are stocks and bonds only traded on national exchanges that provide daily or periodic pricing or valuation information to investors. All client funds are held in individually segregated accounts by independent third party custodians who also provide to each client, monthly or periodic activity reports, portfolio status reports and trading confirms.We do not engage in leveraging and other highly speculative investment practices which may increase the risk of investment loss. We are not a stock broker or financial planner and do not "sell" any investment product or insurance fund for a commission We are not an "alternative" investment company commonly known as a hedge fund and are therefore not exposed to additional risks that are common to hedge funds.Please see Our Performance Page and review our recent and past stellar performance. Our Strategy Page provides a review of how we achieved this outstanding performance. Insight into our current thinking and strategy together with market data is provided on our regularly updated blog at joesinvestoblog.com.
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