Therese Marchitelli's Contact Details

Therese Marchitelli's Company Details

Investor Solutions Inc

Miami, FL, US • 1000 - 4999 Employees
Financial Services

Investor Solutions is a fee-only registered investment advisor, allowing us the freedom to focus on what is right for each and every one of our clients. To achieve your goals, we use long-term strategies and tailor your portfolio to your exact objectives, risk tolerance and time horizon. Our global equity asset allocation is designed to spread risk as far as possible while capturing world market performance to attain the highest probability of success. Our mission has always been you and your success, with all of our efforts concentrated on providing you the advantage of unbiased investment advice, sound portfolio management, and the highest level of service. Our highly qualified advisors provide you with objective, leading-edge professional investment advice and management services with low expenses – a strategy strongly linked to higher returns over the long haul – making the choice to go with Investor Solutions a very good move.Investor Solutions was founded by Frank Armstrong, CFP, AIF in 1993. His vision was to provide objective, leading edge professional investment advice and management services free from the numerous conflicts of interest that taint the traditional Wall Street firms.Currently Investor Solutions manages over $700 million in assets for clients in the US and abroad.Our organization delivers:*Research-driven investment strategies and design *Low-risk, low-cost investment management *Disciplined execution *Objective, professional advice *Investment education *Detailed reporting *World class service and support The firm is a pioneer in several important areas:*Fee-only advice *Application of modern financial theory *Passive only investment strategies *Use of technology to lower investment costs by leveraging the resources of unrelated service and product suppliers