Investment Management (through IAIC)
Through a referral agreement with the Independent Accountants’ Investment Counsel Inc. (IAIC) we offer a fully integrated approach that combines accounting, financial planning, and investment management advisory. The IAIC story began back in 1983 and is highly knowledgeable when it comes to working with accounting firms like DJB. The IAIC team actively manages investment portfolios for families, individuals, private companies, estates, and trusts. Today, they have almost $2.1 billion in Assets Under Management.
Working with your Accountant, IAIC benefits from the longstanding relationship and familiarity your Accountant has with your personal and financial situation. This allows our integrated team of DJB Accountants and CERTIFIED FINANCIAL PLANNER™ professionals, along with IAIC’s Investment Management team, to provide a comprehensive and customized wealth management service. Moreover, there is continuous interaction between all three disciplines (Financial Planning, Accounting & Investment Management), ensuring portfolios are truly customized and reflect the objectives and risk tolerance of each and every client.
Helping you achieve success by providing professional, unbiased advice while acting with integrity and honesty, and always placing your best interests first. Our team of knowledgeable, experienced and trustworthy Advisors provides comprehensive and flexible financial planning services, tailored to your unique situation.