IAM - Investmark Asset Management

Our IAM program gives us added flexibility and diversification for our fee-based advisory portfolios.  

We've also created our own portfolios that are managed under our IAM umbrella, including the IAM Stock Dividend Portfolio, IAM Income Opportunity Portfolio, IAM Tactical Allocation, IAM Aggressive Income Opportunity Portfolio and others.  Each of these are designed and managed in-house and serve as a complement to our other core options.

Contact us for more information about these portfolios.

 

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