As fiduciaries, our top priority is the advancement of each client’s unique objectives through unbiased analysis and careful execution of deliberate investment strategies.
We specialize in providing investment advisory services and acting as outsourced Chief Investment Officer (OCIO) for a select group of compatible clients. We cover all asset classes and categories, seeking the optimal mix of exposures and managers unique to each client's needs.
Located in the greater Philadelphia area, Independence Asset Advisors (IAA) has been serving institutional and high net worth clients since 2010. We are an SEC-registered, privately owned and managed firm with $1.4 billion assets under management.
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Through a combination of sophisticated investment management expertise, a conflict-free model under which our clients’ interests are uncompromised, and meticulous attention to service and communication, IAA serves as a partner to a select base of institutional and family office clients. We are selective in our approach, cost-efficient, focused on exceptional client service.
ABOUT US
We act as the outsourced Chief Investment Officer (OCIO) for the clients we serve. Our interests are solely aligned with our clients' as a long term partner and collaborator. Success is measured by meeting each client's objectives now and in the future.
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INDEPENDENT
Our experience comes from managing investments through many market cycles and from observing the markets from different perspectives. Our views are supported by analytics and comprehensive research across all asset classes.
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EXPERIENCED
CLIENT FOCUSED
We partner with our clients to build refined investment portfolios in order to achieve an optimized balance of risk and return. We offer highly tailored investment strategies that match our clients' financial needs and goals.
DILIGENT
A team focused on a select group of clients provides the highest level of service to each organization. Risk management and due diligence mitigate surprises while rebalancing assures adherence to each client's unique allocation.
OUR PRINCIPLES
Asset Allocation
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Strategic asset allocation is the key driver of portfolio returns and an important tool for meeting return objectives and managing risk.
Risk Management
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A good investment is one that will perform well when your investment thesis is correct. A great investment is one that protects investors when the future delivers the unexpected.
Manager Selection
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Our focus is on finding the investment strategies best suited to our clients’ needs. Successful long-term relationships require a thoughtful alignment of interests between manager and client.
Rebalancing
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Reversion to the mean is one of the most powerful forces in investing. Rebalancing is used to manage risk and can improve overall returns.
Cost Efficiency
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Fees and trading costs can substantially degrade returns over time. Fees should be commensurate with value added.
OUR
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PROCESS
Goals and Objectives
Portfolio Construction
Portfolio Monitoring
Each client is unique. A comprehensive understanding of expectations, time horizon, risk tolerances and restrictions is essential for producing an investment policy statement or redefining existing guidelines.
Our clients use over 70 different managers across all asset classes. We have no predetermined selection of managers and constantly evaluate new strategies and firms. Each strategy is viewed in the context of the client's total portfolio and their investment objectives.
Unique Allocation
Rebalancing
Based on needs and risk tolerances, there is an efficient allocation for each client. Flexibility within a portfolio's asset allocation allows for tactical shifting of assets based on valuation and market conditions.
We work to keep a portfolio near its target allocation. Periods of market mispricings and timely rebalancings are opportunities to improve an overall portfolio. Comprehensive manager oversight helps to mitigate surprises.
Financial markets change continuously and rapidly. Because of this, we continually search for the best strategies and managers, always performing ongoing due diligence on existing ones. We design customized reporting and communications that our clients find understandable and relevant.
