ONEWEALTH is a full service firm offering a wide range of quality investment opportunities. As an independent financial consultant, we have access to some of the best resources, allowing us the flexibility to help with all of your investments needs.
- independent research
- lower commissions
- customer account statements through Pershing LLC. Pershing, LLC, a subsidiary of The Bank Of New York Mellon Corporation.
- Open architecture bond inventories, not in-house inventories
- Large inventory of Iowa municipal bonds
- ICA is not a Market Maker
- strategic and tactical asset allocation managers
- third party asset management
- discretionary account management
- consulting services
ONEWEALTH has a desire to put the needs of our clients first by using state-of-the-art technology to aid in our asset management.
Financial Solutions Team
The Financial Solutions Team (FST) consists of registered investment professionals that provide independent investment insight to ICA's financial advisors and their clients. The FST specializes in identifying and prioritizing issues that are uncovered in the profiling and discovery process. They assist in developing and implementing customized strategies that create, maintain, and distribute wealth.