Investor Solutions is an independent, fee-only investment management firm. We concentrate on low cost, tax sensitive, low risk, globally diversified investments for our clients' portfolios. We specialize in wealth management along with the full range of retirement planning and fiduciary services for affluent individuals, charitable foundations and organizations, business firms, trusts, endowments and other institutional entities.
The firm has been named on Bloomberg's list of Top Wealth Managers, rated a "five star" advisor on the Paladin Registry and selected by Barron's as one of the top "100 Best" Independent Financial Advisors in the country."