Dan Neiman

portfolio manager at Independent Solutions Wealth Management - Buffalo, NY, US

Dan Neiman's Contact Details
HQ
716-633-1515
Location
Company
Independent Solutions Wealth Management
Dan Neiman's Company Details
Independent Solutions Wealth Management logo, Independent Solutions Wealth Management contact details

Independent Solutions Wealth Management

Buffalo, NY, US • 20 - 49 Employees
Financial Services

Independent Solutions is a company born out of necessity, a company started to give Individual Investors access to top rated money managers in a pre-built asset allocation model for a low fee. The three founding partners of Independent Solutions Wealth Management, LLC are all continuously producing Registered Representatives at an Independent Broker Dealer. We believe in managing money using the time-tested principles of asset allocation and modern portfolio theory to help our shareholders reach their long term investment objectives. We are not market timers. Rather, we construct a fully diversified portfolio, that includes a broad array of asset classes managed by the best and brightest managers that fits with our investor's tolerance for risk. - Researching the Best and Brightest Managers - Truly Independent - Gives Reps more time to Manage Their Practice - Developed By Reps for Reps - Priced with the Independent Rep in mind - Asset Allocation Driven Models

Aggressive Balanced Bonds Plus Conservative Full Equity Rising Rates
Details about Independent Solutions Wealth Management
Frequently Asked Questions about Dan Neiman
Dan Neiman currently works for Independent Solutions Wealth Management, LLC.
Dan Neiman's role at Independent Solutions Wealth Management, LLC is portfolio manager.
Dan Neiman's email address is ***@iswealthmanagement.com. To view Dan Neiman's full email address, please signup to ConnectPlex.
Dan Neiman works in the Financial Services industry.
Dan Neiman's colleagues at Independent Solutions Wealth Management are Michael Zimmer, Paul Meeks, Kelsey McCool, Stefanie Meyers, John Thur, Lynn Sirianni and others.
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