Unique Answers for Advisors

Power your portfolios and personal brand

The power of strategic collaboration with global titans.

Supporting your independence

We help create personalized solutions focused on achieving your clients’ unique goals. Our portfolio construction process is based on research, professional acumen, and experience in a wide range of market environments.

Celebrating One Year of Independent Advisor Solutions!

This past year, we set out to build a strong foundation to serve you best. From building strong collaborations with leading asset managers, launching a truly unique suite of funds, enhancing our portfolios, and connecting with an incredible group of independent advisors—it’s been an incredible year. Let’s take a look at some of our highlights!

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Celebrating One Year of Independent Advisor Solutions!

This past year, we set out to build a strong foundation to serve you best. From building collaborations with leading asset managers, launching a truly unique suite of funds and enhancing our portfolios—it’s been an incredible year.

A message from the President, Jon Kilfoyle

A look back at the highlights from the year

Read our latest news

Wellington-Altus Launches Independent Advisor Solutions to Enhance Experience and Accelerate Growth

Independent Advisor Solutions has launched with an exclusive suite of five global institutional quality investment funds sub-advised by BlackRock, one of the world’s leading providers of investment, advisory, and risk management solutions.

Leadership

Backed by a passion for investment management, professional credentials, and extensive experience in bringing effective investment solutions to market, our team is focused on delivering optimized portfolio outcomes that accelerate the growth of advisor practices.