Insights

Focused Client Approach Investor Solutions emphasizes tailored, objective investment advice with a focus on minimizing conflicts of interest, creating opportunities to offer personalized financial products and advisory services that align with their client-centric philosophy.

Technology Adoption The firm leverages advanced technology like MySQL, PHP, and YouTube for efficient operations, suggesting they are open to digital collaboration tools and data solutions to enhance client engagement and reporting.

Growth Through Acquisition Having recently been acquired by Wealth Enhancement Group for over a billion dollars, there is potential to explore integration with their broader services and leverage their resources for expanded offerings or technology upgrades.

Niche Market Position With a small team managing between one to ten million dollars in assets, Investor Solutions presents opportunities for boutique investment product offerings, specialized services, and high-touch client management targeting high-net-worth individuals.

Alignment with Industry Trends Their pioneering work in fee-only advice, passive strategies, and cost-efficient management aligns with industry shifts toward transparency and low-cost investing, making them receptive to innovative fintech tools and sustainable investment solutions.

Investor Solutions Tech Stack

Investor Solutions uses 8 technology products and services including MySQL, Google Fonts API, yepnope.js, and more. Explore Investor Solutions's tech stack below.

  • MySQL
    Database
  • Google Fonts API
    Font Scripts
  • yepnope.js
    Javascript Frameworks
  • Lodash
    Javascript Libraries
  • Slider Revolution
    Miscellaneous
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • YouTube
    Video Players

Investor Solutions's Email Address Formats

Investor Solutions uses at least 1 format(s):
Investor Solutions Email FormatsExamplePercentage
First@investorsolutions.comJohn@investorsolutions.com
39%
Last@investorsolutions.comDoe@investorsolutions.com
15%
FirstL@investorsolutions.comJohnD@investorsolutions.com
7%
First@investorsolutions.comJohn@investorsolutions.com
39%

Frequently Asked Questions

Where is Investor Solutions's headquarters located?

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Investor Solutions's main headquarters is located at 2665 South Bayshore Drive, Suite 230. The company has employees across 2 continents, including North AmericaAsia.

What is Investor Solutions's phone number?

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You can contact Investor Solutions's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Investor Solutions's official website and social media links?

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Investor Solutions's official website is investorsolutions.com and has social profiles on LinkedIn.

What is Investor Solutions's SIC code NAICS code?

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Investor Solutions's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Investor Solutions have currently?

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As of December 2025, Investor Solutions has approximately 11 employees across 2 continents, including North AmericaAsia. Key team members include Chief Technology Officer: J. M.Operations Manager & Cco: D. S.Owner: F. R.. Explore Investor Solutions's employee directory with LeadIQ.

What industry does Investor Solutions belong to?

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Investor Solutions operates in the Financial Services industry.

What technology does Investor Solutions use?

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Investor Solutions's tech stack includes MySQLGoogle Fonts APIyepnope.jsLodashSlider RevolutionPHPreCAPTCHAYouTube.

What is Investor Solutions's email format?

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Investor Solutions's email format typically follows the pattern of First@investorsolutions.com. Find more Investor Solutions email formats with LeadIQ.

Investor Solutions

Financial ServicesFlorida, United States11-50 Employees

Investor Solutions is a fee-only registered investment advisor, allowing us the freedom to focus on what is right for each and every one of our clients. To achieve your goals, we use long-term strategies and tailor your portfolio to your exact objectives, risk tolerance and time horizon. Our global equity asset allocation is designed to spread risk as far as possible while capturing world market performance to attain the highest probability of success. Our mission has always been you and your success, with all of our efforts concentrated on providing you the advantage of unbiased investment advice, sound portfolio management, and the highest level of service. Our highly qualified advisors provide you with objective, leading-edge professional investment advice and management services with low expenses – a strategy strongly linked to higher returns over the long haul – making the choice to go with Investor Solutions a very good move. Investor Solutions was founded by Frank Armstrong, CFP, AIF in 1993. His vision was to provide objective, leading edge professional investment advice and management services free from the numerous conflicts of interest that taint the traditional Wall Street firms. Currently Investor Solutions manages over $700 million in assets for clients in the US and abroad. Our organization delivers: *Research-driven investment strategies and design *Low-risk, low-cost investment management *Disciplined execution *Objective, professional advice *Investment education *Detailed reporting *World class service and support The firm is a pioneer in several important areas: *Fee-only advice *Application of modern financial theory *Passive only investment strategies *Use of technology to lower investment costs by leveraging the resources of unrelated service and product suppliers

Section iconCompany Overview

Headquarters
2665 South Bayshore Drive, Suite 230
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Investor Solutions's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Investor Solutions's revenue is estimated to be in the range of $1M$10M

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