Investcorp Investment Solutions LLC

Fee-Only (% of Portfolio)

Investcorp Investment Solutions LLC (IIS LLC) provides investment management services to insurance carriers. IIS LLC assists insurance carriers in developing and implementing investment guidelines, monitoring accounts, managing investments, and providing general investment advice. The services are subject to negotiation with each client. IIS LLC may delegate advisory functions to sub-advisers, including affiliated sub-advisers.

Assets Under Management$2.8B
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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Investcorp Investment Solutions LLC | TrueAdvisor