International Assets Investment Management

International Assets Investment Management

Founded in 1982, International Assets Investment Management established itself as a registered investment advisor headquartered in Orlando, Florida. The firm traces its origins to a period when the independent RIA model was uncommon, predating the wave of wirehouse breakaways that reshaped wealth management. Its founding team built a practice centered on discretionary portfolio management and holistic financial planning for a regional client base of high-net-worth individuals, families, and closely held businesses. The firm's investment approach relies on constructing portfolios across equities, fixed income, and managed fund strategies, with allocations tailored to individual client balance sheets rather than pooled commingled vehicles. Public records indicate the firm maintains a general securities license and operates as a fiduciary under the Investment Advisers Act of 1940. Its client base is concentrated in Central Florida, a market where it competes with national wealth platforms by offering a localized, relationship-driven service model. The firm does not publicly advertise participation in private equity, venture capital, or direct real estate transactions, suggesting a focus on liquid public-market strategies. International Assets Investment Management remains a privately held, owner-operated entity, and neither total assets under management nor a named investment committee are disclosed through public filings. The firm maintains a retail-facing website at iaac.com but does not publish bios of its principals, performance data, or commentary. Without accessible Form ADV Part 2A disclosures or media profiles, the size of the team and the identities of its portfolio managers are not a matter of public record. No adjacent philanthropic vehicles, club memberships, or operating subsidiaries have been identified in connection with the firm. The firm's structural differentiator is its tenure in a single regional market. By operating for over four decades without merging into a national aggregator, International Assets Investment Management represents a shrinking cohort of independent, owner-operated RIAs that compete on continuity of advice rather than product manufacturing or institutional scale. This architecture aligns incentives directly with the families who have retained the firm across multiple market cycles, though without made-public succession planning details, the long-term continuity of that model remains opaque to outside observers.