Exceptional fee-based programs
At iA Securities, we offer advisors access to a broad range of fee-based accounts including non-discretionary fee-based, several Separately Managed Accounts (SMA) options and a highly regarded Portfolio Management program.
We’re fully committed to an open-architecture product shelf. That means, unlike many financial institutions, which add to their profits through margins on proprietary products, you can plan and implement your strategies with integrity by choosing the products and service offerings that work best for them.
Non-discretionary fee-based accounts
These allow you to offer a premium non-discretionary service to a wide range of clients, providing transparency and alignment of client-advisor interests.
Managed through an active asset class rotation approach designed to capture growth opportunities in up markets and provide protection in down markets, Diversiflex offers two model portfolios that can add style diversification to the investment management services available to your clients. Diversiflex Balanced offers balanced growth clients a one-ticket portfolio solution.
iA Securities Strategic Portfolios
Our newest program – with a minimum entry point of only $50,000 per client – delivers a high-net worth experience for client portfolios of all sizes by way of a comprehensive separately managed account program. Through a disciplined investment approach, mutual funds, ETFs and alternative strategies are carefully combined to construct a well-diversified portfolio, resilient to the unpredictable events of securities markets.
This premier separately managed account program provides access to both internal and third-party money managers, vetted and overseen by an experienced team. Vintage is for high net worth clients with an investment mandate minimum of $150,000. Non-discretionary accounts are also offered, providing greater flexibility in managing asset allocations, including specialty investment products.
Portfolio Manager program
This program provides industry-leading tools and resources that enable Portfolio Managers to develop proactive wealth management strategies that go beyond the benchmark of day-to-day investing.
Our Portfolio Manager program offers value in the following ways:
Make trades for all clients, all at once, reducing any conflict of interest and ensuring everyone benefits equally from market opportunities.
Elite trading software
Offering the most sophisticated trading tools in the industry, you can quickly respond to market conditions, protecting clients’ wealth in down-markets and maximizing opportunities in up-markets.
Beyond industry-required monthly or quarterly reports, you can create supplementary reports that offer consolidated views of all clients’ accounts.