In today’s complex marketplace, even sophisticated investors are challenged to stay current, to monitor their investments, and to respond to rapidly changing conditions. Thus having a team that utilizes a modern, multi-methodology approach to portfolio design and investment management is critical.
For investors who’d like to free themselves from the need to constantly monitor asset allocation and portfolios, I&U CPA provides access to professionals whose skills at risk profiling, asset allocation, money management, and strategic investment plans can help you navigate in a constantly changing environment.
Our defined, disciplined, and proven Investment Management Process bridges the gap between your goals and the assets you have set aside. Here is our high-level 6 step process that we use year over year for success.
I&U CPA also partners with asset management firms in providing Investment Management services to Accredited Investors.
An Accredited Investor, in the context of a natural person, includes anyone who:
Please complete the form below if you like to learn more about our Investment Management services.