Investment Advisory Group and its affiliate companies provide a broad array of specialized investment strategies and innovative solutions across market capitalizations and industry to institutional investors. In this role, we understand the unique needs of nonprofits, especially senior living organizations.
Our work begins with the investment policy statement to provide a foundation for goals and risk management. It also clearly delineates responsibilities for the investments. Then we methodically allocate the portfolio into the desired assets keeping in mind the potential impact on the overall return of the investment portfolio. Reporting is consolidated for all the various accounts and clearly reported to management on a regular basis. Often we use webinar technology to report to the finance committee or board in a time-saving and productive manner. Our objective is to help the organization meet its budget and financial goals.
We believe our unique understanding of the senior living business and nonprofit world makes us the investment advisor of choice for many retirement communities.
Investment Advisory Group, LLC is a registered investment adviser located in Arlington Heights, IL. Investment Advisory Group and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Investment Advisory Group maintains clients. Investment Advisory Group may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Investment Advisory Group's website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Investment Advisory Group's website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual or institutional advice from Investment Advisory Group. Any subsequent, direct communication by Investment Advisory Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Investment Advisory Group, please contact the FINRA on their website at www.FINRA.gov or the state securities law administrators for those states in which Investment Advisory Group is registered. Investment Advisory Group does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Investment Advisory Group's website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.