Investment Strategy Advisors Inc. is a mid-sized advisory firm based in Naples. It manages $34.6 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2005.
Investment Strategy Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investment Strategy Advisors Inc. is $34.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Investment Strategy Advisors Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Isabella Roberta Tcheyan has been acting as President since 1 Jan 2005. Michael Gary Tcheyan joined the executive team most recently as the President/Cco.
The principal office where Investment Strategy Advisors Inc. performs its advisory services is located at 4041 Gulf Shore Boulevard North, Apt 305, Naples, FL 34103 The mailing address of the firm is Michael Tcheyan, Naples, FL 34103. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 908-988-0821 or by fax 908-517-5899. The normal business hours are 8:30 to 6:00 on Monday - Friday.