Comprehensive Investment Services

Investment Management and Brokerage Solutions

Achieve your financial goals with the help of InvestShares in Miami, FL. We can provide the investment services that you need. Whether you're an individual investor, employer, or employee, our experts are here to guide and help you better manage your accounts. We offer money management, brokerage services, and other financial assistance. Read on to learn more about who we are and what we do.

Get Wealth Management Solutions

Hire knowledgeable and experienced professionals to assist you in managing your investments. Be it personal or business accounts, our financial advisors are here to help. If you have any questions about the investment services we offer, please call or email us. We will get back to you as soon as we can.

Investment Services We Offer Include

Professional Money Management

Portfolios are managed to utilize an investment process designed to help produce consistent returns, lower overall volatility, and measured progress towards the desired goals. The road to retirement or other long-term goals requires an investment strategy that's built with the long haul in mind and that strives to produce results under all conditions. These qualities are prevalent in all investment strategies. Using a Manager of Managers approach, third-party managers are screened, vetted, and hired for their respective areas of expertise. They are then given asset management assignments, and they perform the security selection. All managers and their decisions are monitored carefully (to help differentiate "skill" from "luck"), and changes are made when needed to enhance consistency and potentially lower volatility.

Guidance With Your Retirement Plan at Work

Many participants often feel unsure about what investments they should select among the available options in their retirement plan at work. Others seek assurances about meeting their financial goals, and many are just looking for a second opinion. We can deliver an intelligent and disciplined approach to choosing the proper investments available through your retirement plan. Let us advise you on the proper allocation and recommended investments.

Mutual Funds

We have selling agreements with most major mutual fund companies. Regardless of whether you are just starting out or already own a few mutual funds, we can help you with the proper selection and suggest any changes if necessary. Don’t sell the funds you already own! Let us become the broker of record, and we can help you with any exchanges within the same fund family and avoid paying additional commissions!

Annuities

Annuities can be a suitable investment vehicle depending on each client’s needs and situation. They can provide income for life and other unique features. We have agreements with several major companies and can go over each benefit, feature, and cost with you.

Ask Us About Investments

InvestShares

Hours of Operation: Monday to Friday: 9:00 AM – 5:00 PM, US Stock Market Hours, Saturday to Sunday - Closed, Office appointments are by request only.

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701 Brickell Ave Ste 1550, Miami, FL 33131

Registered in Michigan, California, and Florida

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We serve clients online.

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Phone: 305-350-2100 | Fax: 833-606-0393

Email: info@investshares.com

We speak Spanish.

FINRA BROKER CHECKFINRA BROKER CHECK

InvestShares Advisor Group Inc. is a registered investment adviser. Brokerage services may be provided to clients of InvestShares Advisor Group Inc. by InvestShares Inc., a registered broker-dealer and a member of FINRA.

Investments: Not FDIC Insured* No Bank Guarantee* May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives, risks, charges, and expenses carefully before investing. The prospectus and/or summary prospectus contains this and other information. The prospectus or summary prospectus should be read carefully before investing. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where InvestShares Advisor Group Inc. or InvestShares Inc. is not registered.