IHA Investment Solutions
IHA Investment Solutions utilizes a third party investment manager to manage investments. Under this program, we will gather input about your financial position and investment objectives to develop long term goals and recommendations to meet these goals. This information helps allow the third party investment manager to develop your portfolio. This program is designed for those more comfortable with both an automated, rules-based investment style and greater use of technology in both delivery and communication of their investment solutions.
The fee for IHA Investment Solutions services is based on the assets under management. The annual fee schedule is: