Investment Advisory Services Inc. /tx /adv
Investment Advisory Services Inc /TX /ADV is a registered investment adviser headquartered in Houston, Texas. The firm provides customized financial planning and investment advisory services primarily to individuals, trusts, estates, charitable organizations, pension/profit-sharing plans, corporations, business entities, and government entities. Founded in the 1990s, it is focused on meeting clients' financial goals by tailoring portfolios to each client's specific needs and objectives and serves a broad array of retail and institutional clients. The firm manages both discretionary and non-discretionary assets through a team of Investment Adviser Representatives and is regulated by the SEC.
Investment Strategy
Investment Advisory Services Inc /TX /ADV offers personalized portfolio management, aligning each client’s assets with their risk tolerance, time horizon, and liquidity needs. The firm allocates across mutual funds, ETFs, and individual equity securities and makes extensive use of Turnkey Asset Management Platforms (TAMPs) for efficient implementation. Strategies are further customized by Investment Adviser Representatives to meet unique client circumstances, with flexibility to impose reasonable restrictions. For held-away assets (insurance/annuities, 529 plans, retirement plan assets), advisory services are limited in scope. Portfolio management fees are asset-based and tiered.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 10.93% | $34.7M | 160,822 | $161.69 | $215.79 | +$2.3M |
Q QQQ | INVESCO QQQ TR | 10.03% | $31.8M | 53,015 | $335.53 | $600.37 | +$3.1M |
M MSFT | MICROSOFT CORP | 6.26% | $19.9M | 38,344 | $270.93 | $517.95 | +$643.3K |
J JEPI | J P MORGAN EXCHANGE TRADED F | 5.52% | $17.5M | 306,886 | $55.60 | $57.10 | +$959.7K |
A AAPL | APPLE INC | 3.86% | $12.3M | 48,126 | $141.44 | $254.63 | +$2.2M |