Our Services

Manager profiles

We conduct on site meetings and participate in investment committee conference calls to fully evaluate a manager’s adherence to stated philosophy and process, integrity of portfolio management team, and commitment to investor needs.

Recommendations

We work with clients to select the best investment approach to accommodate specific needs including financial advisor private portfolios, institutional investors, and sub advisory relationships.

Investment policy

When seeking a private portfolio for their clients, Investment Advisory, LLC works with advisors and institutions to facilitate conformance to their investment policy.

Support services

Investment Advisory, LLC offers clients a full range of support services including:

Client Account Support
We are available to assist with client account support for advisors, including presentations, portfolio updates, money manager opinion and current outlook, and ongoing monitoring.

Consulting
Investment Advisory, LLC understands the responsibilities that are required of our clients as fiduciaries of employee benefit plans and their obligation to administer and manage these plans prudently and in the best interest of participants and beneficiaries. To serve our clients with these needs and obligations, we offer pension and investment consulting services through a strategic relationship with Castle Consulting.

Trust and Administration
Investment Advisory, LLC offers its clients access to exceptional trust services, experienced personnel, and top quality systems through a joint relationship with Bryn Mawr Trust. Leveraging this relationship, Investment Advisory LLC has secured and integrated the services of this leading trust company to create a customized suite of services that can benefit both you and your plan.

A Seat at the Table – “An Inside View”

John Hausladen, founder and owner of Investment Advisory, LLC, is an investment industry professional that offers advisors and institutional investors the benefits of his long-term career working with a wide variety of money management companies including start up firms he has helped grow into larger and more successful companies. Working with Investment Advisory, LLC, your portfolio and or your client is represented with “a seat at the table” that is qualified, experienced, highly visible and well respected.

Fees

Investment Advisory, LLC is retained by all managers for the sole purpose of introducing them to advisors and clients they believe are a good fit for their management style. They are professional money managers who are and want to remain solely focused on the business of managing client portfolios. Fees for Investment Advisory, LLC’s services are generally a percentage of the total investment management fees and do not result in increased cost to client. However, if desired or required by the client, Investment Advisory, LLC may bill the client directly and separately in which case the investment manager’s fee would be reduced or adjusted.