In order for our investment management team at IAIC to make appropriate investment decisions for you, we must always be up to date on your personal circumstances that are relevant to your financial situation and objectives.
For example, a material change in any of the following could impact our decision-making:
- Marital status or number of dependents
- Employment Information
- Income / net worth
- Personal residence
- Investment time horizon (when do you need access to funds in the future)
- Appetite and capacity for investment risk
- Investment objectives
If you experience any of these types of changes in your life, please inform us directly, phone:
We are required to keep your personal information up to date. It is our practice that if we have not had a meaningful conversation with you in the past year about your personal circumstances such as those listed above, we will reach out to you directly in order to update our records and determine if any investment strategy changes are needed. We may reach out to you by phone, letter or electronically. In these times of identity theft, if you are uncertain at all about the legitimacy of our request for information, please contact us to verify that the request is indeed legitimate and originating from IAIC.
We look forward to hearing from you!