 International Assets Advisory operates from Orlando, Florida, with a focus on serving clients nationwide through a complementary approach that focuses on financial markets. International Assets Advisory provides investment advisory services through its affiliated Registered Investment Advisors (RIA) International Assets Investment Management, LLC. Working with an RIA yields a number of benefits, including:
1. Fiduciary obligation to the client’s best interest. The Investment Advisers Act of 1940 holds RIAs to fiduciary care standards and requires RIA’s to provide investment advice that is in the best interest of the client. Under the act, RIAs must abide by a written code of ethics, operate under a standard of full and fair disclosure, and inform clients of any conflict of interest that may arise. 2. Ability to advise on complex financial needs. RIAs may possess a wealth of financial knowledge that ranges from sophisticated investment strategies and trusts to family business management and intergenerational planning. This knowledge may enables them to address complex financial situations. 3. Independent guidance. In some circumstances, RIAs operate without solid ties to a particular company or product. This independence would allow them to provide unbiased advice and personalized services. 4. Public records. The SEC requires RIAs to submit a Form ADV that details their business practices and means of compensation which is made public. Prospective clients can request these forms by law, enabling them to review the practices and history of an RIA before working with them. Information concerning the Form ADV can be found at https://www.investor.gov/.
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 International Assets Advisory is a full-service money management and brokerage firm serving thousands of clients worldwide. International Assets Advisory offers comprehensive estate planning services, designed to help clients establish their legacies for generations to come. Here are three features no estate plan should be without.
Designated beneficiaries - Although it may seem obvious, an estate plan must include a detailed description of who will inherit your assets. Because certain assets may be subject to governing agreements, it may be necessary to consult with financial institutions that hold these assets. Minimize taxes - Without proper planning, your estate may be subject to large estate and income taxes before it can be distributed to your beneficiaries. To minimize taxes, you may want to consider leaving taxable assets to charities and tax-free assets such as retirement accounts to beneficiaries. A team-based approach - Estate planning is a complicated process that can benefit from the advice of more than one professional. Estate planning attorneys can help create trusts and wills, accountants can help navigate estate tax issues, while financial consultants can set up investment portfolios or make recommendations for your assets.  International Assets Advisory, LLC, was established in 1982 as a full service brokerage and wealth management firm. Located in Orlando, Florida, International Assets Advisory (IAA) provides clients with a number of financial services, including but not limited to retirement planning support.
In recent years, corporations have increasingly left the matter of retirement planning to their employees. The wide array of financial vehicles available to individuals is a mixed blessing when it comes to planning for retirement, as it can be difficult distinguishing between what are and are not effective financial tools. IAA retirement planning processes keep the client in focus at every stage. The organization draws on past experience and a proven systematic approach to planning, while at the same time making the necessary adjustments to account for the unique financial situations faced by different individuals and families. One of the most important aspects of IAA retirement planning involves the client stating specific life goals. After clients have clarified their goals and defined an acceptable tolerance for risk, IAA can continually oversees their investments with an eye toward risk. More importantly, advisors are always available to discuss a client’s new outlook and how it fits into existing plans. More information is available at www.iaac.com.  For over three decades, International Assets Advisory has provided a wide range of wealth management and financial planning services to clients across the United States and abroad. Supported by a team of personal finance consultants, International Assets Advisory employs customized investment strategies to help both individual and institutional clients achieve their financial goals.
Recently, the financial firm served as a dealer manager to Preferred Apartment Communities, Inc., in a key multifamily acquisition. The Maryland-based property management and investment company announced in August 2016 that it had purchased Sorrel Luxury Apartments, a 290-unit apartment complex in northeastern Florida. Classified as a Class A multifamily community, Sorrel Luxury Apartments is located in the burgeoning Jacksonville market, which is projected to be one of the nation’s leading real estate sectors in 2017. Preferred Apartment Communities financed the purchase via a $33.6 million first mortgage loan facilitated by Prudential Multifamily Mortgage. Its investment in the Jacksonville area aligns with its corporate acquisition strategy, which focuses primarily on purchasing multifamily communities in select US markets. |
AuthorInternational Assets Advisory, LLC (IAA) is an Orlando firm that offers clients in Central Florida and beyond a full range of investment management services. Archives
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