IWN's MISSION & PHILOSOPHY

Mission

We empower advisors to provide the best financial guidance, management, and services to their clients by using innovative technology, resources, and support.

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Philosophy

Independence and transparency are the cornerstones for advisors to be fiduciaries and advocates for their clients. Eliminating obligations to any particular products, services, or providers creates the freedom required for principled ethics. Without sacrificing independence, advisors can communicate as a network. When faced with an issue requiring specialized knowledge or expertise, an experienced peer becomes a valuable asset.

Advisory Programs

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TD Ameritrade and SEI custody over 90% of our business. TD Ameritrade is the discretionary platform and we utilize SEI for

third party managers.

 

At TD Ameritrade you have the option of building and managing your own portfolios, employing the Independent Wealth Network models, or you also have access to the TD Ameritrade Model Market Center to gain access to approximately 30 managers and 300 strategies. 

 

Money managers available through TD Ameritrade’s

Model Market Center at no additional cost include:

• AGFiQ Asset Management – 4 strategies

• Anchor Capital Management Group – 8 strategies

• Aptus Capital Advisors – 3 strategies

• BlackRock – 18 strategies

• Cambria Investment Management – 6 strategies

• Clark Capital Management – 5 strategies

• CLS Investments – 20 strategies

• First Trust Portfolios – 14 strategies

• Global X ETFs – 7 strategies

• Goldman Sachs Asset Management – 9 strategies

• Horizon Investments – 13 strategies

• Invesco Advisors – 23 strategies

• J.P. Morgan Asset Management – 3 strategies

• Meeder Investment Management – 6 strategies

• Northern Trust Investments – 17 strategies

• Nuveen Investments – 4 strategies

• Redwood Investment Management – 5 strategies

• Russell Investments – 17 strategies

• State Street Global Advisors – 11 strategies

• W.E. Donoghue – 3 strategies

• Wilshire Associates – 11 strategies

• WisdomTree Asset Management – 13 strategies

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Money managers available through TD Ameritrade’s ModelMarket

Center with an additional strategist fee include:

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• Advance Capital Management – 4 strategies

• Anchor Capital Advisors – 7 strategies

• Anfield Capital Management – 1 strategy

• Aptus Capital Advisors – 3 strategies

• Auour Investments – 5 strategies

• Cabana Asset Management – 7 strategies

• Capital Market Consultants – 15 strategies

• Clark Capital Management – 5 strategies

• Eagle Ridge Investment Management – 4 strategies

• Efficient Market Advisors (Cantor Fitzgerald) – 15 strategies

• Julex Capital Management – 8 strategies

• KKM Financial – 11 strategies

• Miller/Howard Investments – 8 strategies

• Schafer Cullen Capital Management – 4 strategies

• W.E. Donoghue – 5 strategies

• Wilshire Associates – 2 strategies

• WisdomTree Asset Management – 6 strategies

• Zack’s Investment Management – 1 strategy

Ready to join IWN and be in business for yourself, but not by yourself?

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Contact us at recruiting@indwealth.net or message us on Facebook @indwealthnet.

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