9303 New Trails Drive,
IAS was started in 1994 by John Haynes. Today, over 29 years later, the firm remains efficient with highly motivated and engaged team members serving individuals and families. The firm has leveraged the talent of its team members and technology in an attempt to provide additional value added services and a more engaged and collaborative client experience. We believe our firm’s strength lies in its client focused culture, team model and the relationships we have built with our clients, strategic partners and the community in which all team members are engaged in giving back. We value and support each team member having a healthy work life balance and an opportunity to be part of a team that makes a difference in the lives of others. IAS is a registered investment advisor (RIA) located in The Woodlands, Texas with AUM of over $420 million.
Our staff consists of seasoned professionals with a "hands-on" approach to financial guidance. We take time to listen to our clients, identify their goals and develop a personalized solution. Not only do clients find our team members knowledgeable, they also discover our staff truly cares about working together to make their financial goals become a reality. In 2016, the firm was honored to be recognized by Fidelity as a national recipient of the "Be Greater Award".
We believe confidentiality is important to any client relationship. A client’s willingness and ability to share information is an important factor in our ability to address their true needs and concerns.
Each client is unique so we continually evaluate what they value most, allowing us to provide them a personalized client experience.We ask how, when, and where clients would like to communicate with us.
Initial, no obligation meetings, are designed to understand an individual's personal and financial goals. This provides an opportunity to discuss steps necessary to get on the path to success. We want to learn more about you, your family and what is important to you before moving forward.
Portfolios are individually built and managed by our team utilizing securities we research. Investment strategies are implemented that add value to the client portfolio and relationship. We can explain what we own, why we own it, and how our client benefits.
If your primary money management objective is safety and minimal risk of principal, we can help you make this investment choice with confidence. On the other hand, if capital growth is your primary objective and you are comfortable with a higher risk factor, we can manage your portfolio accordingly.
IAS does not take custody of any assets we manage. Most clients elect to have their assets held at The Institutional Brokerage Group of Fidelity Investments, or a custodian of their choice.
IAS is client-focused. We believe our independence, objectivity and fee structure prioritize a concern for the performance and growth of your portfolio. Our fees are inclusive of all services we provide and are based on assets under management. Generally, we require $1,000,000 minimum however, because we value the relationship with our clients first and foremost, we retain the ability to accept clients below the minimum. Our fee schedule is as follows:
Our fee schedule is designed to deliver exceptional value to our clients via. . .
Investment Strategy - Risk Alignment To Your Goals, Selection Of Suitable Investments At Minimal Cost, Rebalancing To Your Strategy, Trade Management, Tax-Efficient Withdrawal Strategies, Behavioral Coaching, Ongoing Monitoring Of Your Holdings & Portfolio Management
Financial Planning - Strategies For Wealth Accumulation, Retirement Income & Distribution Plan, Educational Planning, Healthcare Funding, Social Security Planning, Family Estate Planning, Referral And Consultation With Your Attorney
Tax Planning - Tax Analysis, Tax Forecasting, Tax Efficient Saving Strategies, Asset Location For Tax Minimization, Tax Bracket Management, Tax-Loss Harvesting, Charitable Giving Strategies, Referral Or Consultation With Your CPA
Relationship Management - Personalized Service & Communication, Team Approach In Providing Solutions, Industry Leading Technology And Reporting, Interact With Your Custodian On Your Behalf
We are objective...
Founded in 1994, our firm seeks to build high-trust client relationships by fully embracing the fiduciary standard as our bedrock. By structuring our compensation on a fee basis, we align our efforts with the interest of our clients.
Our business incentives are based on working with each client to identify their goals, planning for their success and building long-term relationships.
We are client friendly...
By working with a limited number of clients, we can focus on the unique needs and concerns of each person. That takes time and on-going communication. We feel strongly about the importance of promptly returning telephone calls and emails, and making ourselves available for meetings at times that are convenient for our clients.
We are experienced...
At IAS we believe in a team approach to meet the needs of our clients. Our experience totals over 100 years.
Director of Compliance & Marketing
Director of Tax Planning
Director of Financial Planning
Director of Client Experience