Broker Check

About Us

Our Firm

IAS was started in 1994 by John Haynes. Today, 30 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 Commitment

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".  

Our Philosophy

Confidentiality...

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.

Personalized Solutions...

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.

Individualized Portfolios...

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.

Security...

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.

Fee Based...

IAS places a strong emphasis on client focus. We uphold our independence, objectivity, and fee structure to prioritize your portfolio's performance and growth. Our fees encompass all the services we offer and are determined based on assets under management. The annualized fee* for the services rendered is assessed as a percentage of assets under management, as outlined in the following schedule:

Assets under ManagementAnnual Fee
First 2 Million1.00%
Next 8 Million0.60%
Above 10 Million0.40%
*Minimum Annual Fee of $5,000 

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

Our Team

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.

Have inquiries regarding the pursuit of your financial success? Feel free to contact us by filling out the form below, and a member of our team will reach out to you.  Let's begin your path to financial success together!

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