Strategies

What's Your Risk Number?
New Account Data Sheet
Existing Account Maintenance Sheet

Our Investment Committee

Nate M. Kosman, AIF®
(CEO & Financial Advisor)

Ryan F. Antepenko, AIF®
(CFO & Financial Advisor)

Paul Ganim

Paul A. Ganim
(Director of Compliance and Education)

John J. Maddrill, CFP®, CLU®, LUTCf®
(Business Development Specialist)

First Trust
(Portfolio Manager)

Horizon
(Portfolio Manager)

What Our Users Say

“Partnering with IA Strategies has transformed my business. Before working with IA Strategies, I relied on some cookie-cutter advisory platforms but did most of the investment management of my book on my own. Through my research, I found the results to be better than anything I was offering. The collaboration with and accessibility of the portfolio manager was what has impressed me the most. Over time, I transitioned the majority of my portfolio management to IA Strategies. Now, I spend more of my time meeting new clients and better serving the ones I already have. This is because I know I have a true partner looking after my clients' assets.”
Ashley Fellers, CFP® CRPC®President - Trailhead Financial Partners
Ashley Fellers, CFP® CRPC®

Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer’s comments may not be representative of any other person’s experience and is no guarantee of future performance or success.

Superior Strategies by Design

Interdependent Advisor Strategies (IA Strats) are efficiently constructed Team-Directed managed portfolios designed to cover the risk spectrum where our portfolio manager provides thorough security analysis utilizing passive ETFs, factor-based ETFs, active ETFs, as well as mutual funds and interval funds, where appropriate. Armed with the knowledge that passive investments work better for certain asset classes while actively managed investments perform better for others, we have diligently built IA Strats to provide skilled execution and tax management for our clients, with models that are always focused on avoiding downside capture.

Please review the accompanying slides for up-to-date information, and we look forward to helping you support your clients’ advisory needs with IA Strats!

IA Strats: Simplify the Process, not the Investment!

Quarterly Review + Market Outlook

IA Strats: Models

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Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Interdependent Advisors are not affiliated.

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