The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client.
Mr. Armstrong has more than 35 years' experience in the securities and financial services industry specializing in investment management and retirement planning. Investor Solutions currently manages more than $550 million in assets.
About Investor Solutions
Investor Solutions, Inc. is an independent, fee-only fiduciary investment management firm located in Coconut Grove, Fla. Specializing as wealth managers and financial advisors, the firm provides innovative investment solutions to help individuals plan for a comfortable retirement. Investor Solutions is a pioneer in the application of modern financial theory, passive-only investment strategies and the use of technology to lower investment costs. For more information, contact 800-508-8500 to speak a qualified investment advisor or visit www.investorsolutions.com.
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Investor Solutions is a fee-only registered investment advisor based out of Coconut Grove, Florida. For more information, please contact 800.508.8500 to speak to a qualified investment advisor or visit http://www.InvestorSolutions.com.