WFG Industry Partners - Investment Advisors International


World Financial Group (WFG) - Investment Advisors International

Investment Advisors International® is a team of independent Investment Advisor Representatives from different backgrounds who are dedicated to one simple mission - to grow and protect wealth through active money management.

IAI's Solution Combines Good Offense AND Good Defense Strategy
IAI believes that investors need both high-risk growth and safe, low-risk investment vehicles, which is why IAI was formed - to provide active management of our clients' asset allocation with a mixture of offensive and defensive tactics.

Active management involves a third-party money manager to monitor your portfolio holdings on a daily basis. This investment discipline distributes assets among different asset classes, including domestic and international equities, bond investments and money markets.

In the passive approach, investors manage risk by allocating assets among a broad array of asset classes and then stay the course regardless of market conditions, with adjustments made only by the authority of the investor. In the active approach, the third-party money manager has the power to alter your holdings based on market conditions, with the ability to go to cash.

Third-party Money Managers Specialize in Money Management
Our third-party money managers have full authorization to adjust accounts on a continuing basis in response to market and economic conditions. For the investor, this means their high-risk investments are receiving the level of attention that is usually only available to the wealthiest shareholders.

It means that a full-time third-party money manager is watching their accounts at all times and using empirical data to determine if their high-risk investments need to be pulled and reinvested temporarily in a low-risk vehicle until the market comes back up.

Our money managers:

  • Monitor client accounts daily based on their asset allocation model
  • Adjust clients' portfolio holdings at their discretion to ensure minimal losses and wait times associated with bear markets
  • Offer a disciplined offense and defense strategy involving a mixture of high-risk and fixed investment vehicles
  • Charge a fee based on assets under management rather than on a transactional basis
  • Widen the market to provide these services to middle-income clients with accounts as small as $30,000

Each advisory firm we have chosen to partner with offers uniquely different investment strategies so that our Investment Advisor Representatives (IARs) can provide a diverse selection of styles customized to meet the needs of our clients.

For more information visit: www.InvestmentAdvisorsInternational.com.

Securities are offered through World Group Securities, Inc. (WGS or World Group Securities), Member FINRA/SIPC (http://www.finra.org).

Investment Risk Disclaimer
All figures are for illustrative purposes only and do not reflect an actual investment in any product, nor do they reflect the performance risks, expenses or charges associated with any actual investment. Past performance is not an indication of future performance. Actual results may vary substantially from the figures in the example. All rates of return are hypothetical and are not a guarantee of future performance of any asset, including insurance or other financial products. Higher rates of return have been associated with higher volatility. All inflation rates and rates of return on current financial holdings are estimates provided by the client. Examples including information on Variable Universal Life and Variable Life insurance policies' death benefit and return of policy values are guarantees subject to the claims-paying ability of the issuing insurer.