International Assets Advisory President Ed Confrancesco was quoted recently in Bloomberg saying what he has been telling people for months, that the economy is slowing and that Walmart thrives when…
Bringing Wall Street to Main Street
International Assets Advisory, LLC (IAA) is an independent broker-dealer that has been serving financial professionals and institutions since 1982.
International Assets Investment Management, LLC (IAIM) is an SEC-registered investment advisor and an affiliate of IAA.
Global Assets Advisory, LLC (GAA) is an SEC-registered investment advisor and an affiliate of IAA.
Financial Professionals
Join IAA to grow your business and achieve your professional goals through independence.
Investment Banking
IAA works with you on Corporate Finance, Mergers and Acquisitions, and Valuations .
Asset Management
Take advantage of IAIM's approach to managing portfolios plus access to alternative investments.
IAA and the staff take a personal and family approach to business and for that, I will forever be grateful to be part of the IAA team.Tiffany TaylorIAA Wealth Management
IAA has a friendly environment and a quality team of highly educated IAA professionals who are always willing to assist the advisor. A firm with integrity and a perfect fit for an advisor looking to grow.Glenn ToussaintToussaint Financial Associates
As a former wirehouse advisor, what I like about IAA is its size; small enough to build relationships with all the key people making decisions and large enough to provide the service my clients deserve.Dwight RichRich Wealth Management, LLC
Working with IAA as an independent advisor puts a whole new meaning on independence. I can actually write my own articles with get approved by compliance typically within a business day.Shannan DenisonDenison Financial
We Offer
IAA/IAIM platform offers all the products of a Wall Street firm while giving the client the Main Street service they deserve. Below are some of the Products and Services available to our clients:
- Custom Investment Strategies
- Retirement Income Evaluation
- Investment Performance Reporting
- SOLOK Plans (Individual 401K Plans)
- Online Account Access
- College Savings Plan
- Insurance and Annuity Products
- Goals Based Financial Plan
- Access to Advisory Services
Why IAA?
Fee-based accounts, financial plans, and estate planning are offered through our affiliated SEC Registered Investment Advisor, International Assets Investment Management, LLC (IAIM) and Global Assets Advisory (GAA). We allow clients access to the products and services offered through IAIM and GAA to give our clients more investment and planning options for them to achieve their financial needs and goals.
Company Overview
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42 Years in the Business
We have met a lot of people and solved many problems during this journey, learning and gaining experience that is used to your advantage.
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Strong Ethical Standards
The delivery of superior service is the key to our Broker-Dealer and Investment Advisor relationships.
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Open Communication and Transparency
We welcome and encourage constructive feedback. We use it to improve our business approach and services. We are also strongly committed to transparency in all of our interactions and business dealings with our advisors and institutions.
We Serve
We oversee investment programs for corporate and non-profit defined contribution retirement plans, corporate and governmental pension plans, non-profit endowments and foundations and other institutional investment pools.
Our Clients
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Private Clients
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Non-Profit Organizations
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Endowments & Foundations
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Credit Unions
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Corporations
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Prime Brokerage
