Kelsey McCool's Contact Details

Kelsey McCool's Company 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