Fiduciary Foundation
A client’s investment experience and satisfaction is our main focus and our commitment as fiduciaries. We succeed only when that is achieved. We partner with RIA firms to offer sophisticated solutions with client-friendly investment terms. Our partnership opens access to private equity investments that historically were limited only to larger institutions.
We are committed to:
- Fiduciary first
- 100% transparency
- Being investors ourselves alongside our clients
- Independent outsourced solutions
- Access to institutional alternative investments
- Pass through benefits, from economies of scale
- Institutional due diligence & ongoing strategies monitoring
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When acting as a true and transparent fiduciary, you need to view solutions from the vantage of the client and do it with pathological empathy. What's in the clients' best interest? What do they want? How do they want to be treated? How do they want an advisor to be compensated? Only when you can view your business from your clients' perspective, can you be a truly unconflicted and unbiased fiduciary.
Leo J. Kelly IIICEO, Verdence Capital Advisors -
The value of independent due diligence on private, third party investments will provide better performance for a larger field of investors.
Jon CaplisCEO, Pivotal Path
Core Tennants of IAP
- Access to Unique Investments
- Appropriate Fees
- Investor-First
- Transparency
In the creation of this Investment opportunity, we remained focused on four key areas as what we believe to be our fiduciary responsibility to our investors and the alignment of their interests.