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Our Investment Partners
As they have more than 100 years, the markets will bring the returns; our greatest value to you is to help you minimize and control the risks in your financial life so you enjoy more of your life.
It has been our goal to align Indian River Financial Group with some of the most prominent investment managers in the industry in order to leverage their expertise into the investment plans we create for our clients. Through a comprehensive and ongoing due diligence process, we have identified five investment managers with compatible investment philosophies and proven track records.
In selecting particular investment managers for our clients, we strive to find the optimal match based on your Investment Policy Statement (IPS) as well as your particular needs and circumstances. Our responsibility to you is to continuously monitor and evaluate the performance of your portfolio to ensure the Portfolio Manager adheres to the standards of your IPS. As market factors and your personal goals dictate, we may make recommendations regarding your Portfolio Manager.
All of our investment partners are Fee-Based “Managed Account” providers that work exclusively with Independent Registered Investment Advisors, such as Indian River Financial Group, Inc. They bring institutional caliber money management to our clients in a variety of ways at very competitive total costs.
ASSETMARK, INC is a $25 Billion Fee-Based Asset Management firm that provides investment and consulting solutions to over 145,000 active investor accounts, with a unique blending approach to asset management. Their unique methodology has been time tested since 1980, and offers a wide range of solutions to meet client objectives, and does so with careful consideration to the market conditions as well as client’s risk concerns. AssetMark utilizes a “sailing-rowing” analogy to conceptually differentiate the different market conditions, and how to proactively respond. Each account is customized with a unique blend of asset management styles to better satisfy the client experience and expectations.
ADVISORS CAPITAL MANAGEMENT, LLC is a $1 Billion Fee-Based asset management firm that is headed up by Dr. Charles Lieberman, a previous Federal Reserve executive, who brings a high talent level to the firm’s management team. Their unique custom-managed portfolios utilize both bottom up and top down research to produce very effective strategies, including the currently difficult INCOME YIELD strategies. They also have unique abilities in the $300 thousand and up sized portfolios to manage risk and also “Legacy” stocks.
CITY NATIONAL ROCHDALE is a $20 Billion Fee-Based asset management firm that develops a unique personal benchmark for performance and portfolio strategy. They offer the $1 million and up investor access to a broad range of asset classes and effective strategies. Each portfolio is managed by a team of professionals (CFA’s) directly, with a customized approach for each client, and unique risk-budgeting safeguards outlined in their thorough proposals.