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The Expertise of Island Investment Management LLC

How does the advisor help clients – Key Takeaways:

Island Investment Management LLC is a financial advisory firm that specializes in helping clients manage their wealth and achieve their financial goals. They offer a variety of services to their clients, including investment management, financial planning, and retirement planning. With a team of experienced advisors, they are equipped to guide clients through the ever-changing financial landscape with a personalized approach.

Facts and Insights

Island Investment Management LLC has been in business for over 20 years and has helped countless clients achieve financial success. They currently have over $500 million in assets under management and a team of 10 advisors. Their commitment to providing personalized, comprehensive financial solutions has earned them a strong reputation in the industry.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 10 20+ years

Financial Services Offered

Island Investment Management LLC offers a wide range of financial services to its clients. These include:

  • Investment Management – They help clients develop a customized investment strategy to achieve their short and long-term financial goals.
  • Financial Planning – They work closely with clients to develop a comprehensive financial plan that addresses their unique needs and goals.
  • Retirement Planning – They assist clients in creating a solid retirement plan, taking into account factors such as their age, income, and desired retirement lifestyle.

Client Types

Island Investment Management LLC serves a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and they are committed to providing personalized solutions that align with these needs.

Fees & Compensation

Island Investment Management LLC is a fee-based financial advisory firm. This means they charge fees based on a percentage of the assets they manage for their clients. They believe this compensation structure aligns their interests with those of their clients and ensures they are always working to maximize their clients’ assets.


Island Investment Management LLC was founded in 1999 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. With his strong background in finance and a passion for helping clients achieve their financial goals, John has built a successful firm that has helped clients weather through various market cycles.

Financial Advisor Disclosures to Know

Island Investment Management LLC is committed to transparency and always puts their clients’ interests first. To ensure clients are fully informed, they disclose all potential conflicts of interest and potential risks associated with their services. They also have a strict code of ethics and compliance policies in place to maintain the highest level of integrity and accountability.

Overall, Island Investment Management LLC offers a comprehensive range of financial services, personalized strategies, and a team of experienced advisors to help clients achieve their financial goals. With a strong track record of success and a commitment to transparency and personalized solutions, they are a trusted partner for individuals, families, and businesses seeking to secure their financial future.

Company Information

Main Office

Mail Office

Other Information

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