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.
Our Investment Partners
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.
CURIAN CAPITAL, LLC is a $17.3 Billion Fee-Based asset management firm providing innovative solutions to meet client objectives. They offer ways to offset financial risks, such as Bond Devaluation, Capital Preservation, Inflation Increases, Excessive Volatility, and Tax Reduction; through a unique way of combining multiple risk strategies in one portfolio. They utilize the premier international consulting firm Segal Rogerscasey, to provide an overlay of services related to manager selection, asset allocation optimization, review and due diligence, and ongoing quality assessments.
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.
