Financial Planning | Asset Management
For Business Owners And Individuals
Financial Planning for wealth protection and growth.
Asset Management to mitigate investment risk and drive returns.
How We Provide Wealth Protection
Expert estate planning attorneys craft trusts to mitigate tax impacts and be a defense against claims by creditors.
How We Drive Investment Results
A separate investment manager is selected for each category: real estate, commodities, currencies, and technology.
How Our Services Create Value
How Our Services Create Value
Value Of Working With An AIF®
Ian Kelly-Thomas holds the Accredited Investment Fiduciary (AIF®) designation certifying his qualifications to manage fiduciary assets for wealth, nonprofit, and retirement clients.
Team Of Specialty Portfolio Managers
We offer area specific asset managers bringing you a team of specialized experts
not generalists.
Download Our Account Application | Meet Your Advisor To Complete It
Download Our Account Application | Meet Your Advisor To Complete It
Click To Download Account Application
Click To Schedule A Meeting To Complete It
During your meeting your advisor will guide you to define or refine your life goals; establish a financial plan to enhance those goals; and recommend a team of specialized portfolio managers to protect your wealth and drive investment results.
Advisor signature is required prior to account opening.
Use The Calendar Below To Select A Time To Meet Your Advisor
Complete Your Account Application With Your Advisor
Use the calendar below to select a convenient time to complete your account application with your Advisor. Your advisor is responsible for:
1. Guiding you to define and refine your life goals
2. Establishing a financial plan enhancing your goals
3. Recommending specialized portfolio managers4. Administering your investment accounts
Advisor signature is required prior to account opening.
Investment advisory services are provided through IKT Holdings, Inc. a registered investment advisor.
