About Us

Good move

Investor Solutions is a fee-only registered investment advisor, which means that we do not accept or receive any type of compensation other than what our clients pay for the management of their portfolios. We do not create, sell or recommend commission-based products allowing us to have the freedom to focus on what is right for each and every one of our clients.

Investor Solutions, Inc. was founded by industry-veteran Frank Armstrong, CFP, AIF in 1993. His vision is to provide objective, leading-edge professional investment advice and management services far removed from the numerous conflicts of interest that taint traditional Wall Street firms.

 

Why choose Investor Solutions?

gain the advantage

Our mission has always been you, and your success. Investor Solutions is an elite cadre of investment professionals operating as an Independent Investment Advisor.  All of our efforts are concentrated on providing you the advantage of unbiased investment advice, sound portfolio management, and quality client services.

Because we don’t create investment products, execute trades, or custody assets we are free to focus on your specific needs and reaching your investment goals rather than on selling you a product.  Our services are delivered through some of America’s premier unaffiliated discount brokerages and fund companies who provide resources, technology, versatility and economies of scale to your direct benefit.

To further minimize distractions, we outsource as many non-core business functions as possible and we fully disclose our fees and any financial arrangements we may have with third parties – freeing us to provide you with the personalized investment experience that you deserve.

Making the Right moves for you.

Prudent – It is well known that diversification reduces risk while enhancing returns, but in today’s investment climate it may be difficult to choose the right path. Our global equity asset allocation is designed to spread risk as far as possible while capturing world market performance. We advocate the use of passive strategies to further reduce risk, cost, and tax impact of your portfolio. Most importantly, we match your unique need for liquidity and risk tolerance by balancing your equity portfolio with a high quality short duration bond portfolio. Our focus is to reduce the amount risk while working steadily to reach your financial goals. We are totally committed to providing the highest probability of success for you.

Professional – Our highly qualified investment advisors have advanced academic degrees, professional certifications, and years of experience assisting individual and institutional clients. Our professional administrators have years of industry experience making sure that your account details are handled efficiently, smoothly and that you receive the personalized attention you deserve.

We protect what you value most.

Fiduciary – Investors should demand full disclosure, complete transparency, and objective advice that always places their interests first. That’s what separates an Independent Registered Investment Advisor from a salesman representing the interest of his employer.

At Investor Solutions, our fee-only compensation removes the vast majority of potential conflicts that taint the culture of the commission-based brokerage industry. There is simply no incentive to give you anything but totally objective advice. We acknowledge our fiduciary status in writing for each account.

You should accept nothing less.

Economical – Personalized service and sophisticated investment advice should be affordable. With Investor Solutions, the total expense of your investments will compare favorably with many true no-load mutual funds. The savvy investor knows that low expenses are strongly linked to higher returns over the long haul, making the choice to go with Investor Solutions a very good move.

FAQs (Frequently Asked Questions)

Investors often struggle to find the advisor that will be the best fit for themselves and their family. And, they wonder what to expect from an advisor, and how the advisor's services will meet their individual needs. We have tried to anticipate many of the questions you might have about us so that you can come to the very best possible decision.

To read our FAQs click here.

To find out more about our services fill out our request for information form here.